Investment Management & Wealth Management Model Validation, Executive Director
$165,000–$165,000 year
On-siteNew York, United States
Job Summary
Lead a small global team executing independent reviews of Wealth Management and Investment Management models, providing credible challenge on design, implementation, and data quality across portfolio construction, risk analytics, and asset allocation. Engage with model owners, vendors, and senior management to validate methodologies, assess limitations, and guide resolution of model risk issues while synthesizing observations on recurring risks and emerging AI/ML tools. Produce clear validation reports articulating key risks, remediation expectations, and business implications to support new product initiatives and platform enhancements.
Required Qualifications
- 8-10 years of relevant experience building, using, or validating models in asset management, investment management, wealth management, advisory platforms, portfolio analytics, or related quantitative roles
- prior second-line model validation experience
- Master's or Doctorate degree, or equivalent experience, in Finance, Business Administration, Economics, Mathematics, Statistics, Computer Science, Engineering, Operations Research, Financial Engineering, or a related quantitative or technical business field
- Ability to independently assess model conceptual soundness, implementation quality, data lineage, controls, monitoring, and use-case appropriateness
- risk management-oriented mindset and willingness to speak up constructively
- Strong written, verbal, and interpersonal communication skills
- comfort leading meetings, making formal presentations, producing committee materials, briefing senior stakeholders, and building credibility across investment, quantitative, technology, product, vendor, control, audit, and regional teams
Desired Qualifications
- Hands-on experience with quantitative programming and data analysis tools such as Python, R, MATLAB, SQL, or comparable languages
- experience with GenAI agents or AI-enabled workflow tools
- CFA, FRM, ML, or related quantitative or technology certifications
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