Risk Management - Equities Investment Risk - Senior Associate
On-site · New York City, New York, United States
Job Summary
Senior Associate, Risk Management - Equities Investment Risk within Wealth Management. Oversees risk management of Managed Strategies across the Private Bank and Consumer Bank sectors; manages investments across proprietary products, third-party funds, ETNs, ETFs, and separately managed accounts with oversight from onboarding through governance for over $1 trillion in AUM. Conduct risk reviews and in-depth assessments of investment activities, metrics, and control activities; perform investments-related deep dives, data analysis, and risk reporting; collaborate with Legal, Compliance, Audit, and Control Management; contribute to team projects and help maintain governance aligned with firm-wide initiatives. Requires strong communication skills and experience with fixed income, equity, and mutual funds; preferred Master’s degree and CFA/FRM; familiarity with data visualization tools (Tableau) and programming (Python, VBA).
Required Qualifications
- Bachelor's degree or equivalent in Finance or similar fields
- 5+ years experience in Financial Services
- Experience with investment products including fixed income, equity, and mutual funds
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