6 дней назад
Controllers, Asset & Wealth Management Public Product Control, Vice President (Finance)
100 000 - 265 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Controllers, Asset & Wealth Management Public Product Control, Vice President (Finance): Overseeing valuation and price verification for fixed income, mortgage structured products, Agency MBS, private credit, and other investment products with an accent on valuation governance and collaboration across portfolio management, trading, operations, risk, and compliance. Focus on developing valuation frameworks for new securities and funds, resolving daily fund valuation questions, and preparing metrics for valuation committees, fund boards, and clients.
Location: Jersey City, NJ, United States; office-based position
Salary: $100,000–$265,000 base salary annually, plus potential discretionary bonus
Company
is a financial services firm offering asset and wealth management services.
What you will do
- Support price verification for fixed income securities, mortgage structured products, Agency MBS, private credit, and other investment products.
- Develop valuation and price verification frameworks for newly traded securities, new funds, and alternative products.
- Collaborate with portfolio management, trading, technology, operations, risk, legal, compliance, and independent pricing vendors.
- Resolve daily valuation questions with independent fund administrators for mutual funds.
- Prepare management reports and valuation metrics for valuation committees, portfolio managers, controllers, fund boards, and clients.
- Review and update the valuation governance structure at least annually.
Requirements
- 7–10 years of experience in financial markets and the investment management industry preferred.
- Willingness and drive to understand valuation methods for complex securities.
- Strong verbal and written communication, analytical, organizational, and interpersonal skills.
- Ability to work effectively in a team, take initiative, and work efficiently.
- Proficiency in Microsoft Excel, PowerPoint, Word, and AI tools including Copilot.
- Accounting, economics, or finance degree and CFA or CPA progress are preferred but not required.
Culture & Benefits
- Competitive benefits and wellness offerings are generally available to active, non-temporary US employees working at least 20 hours per week.
- Potential eligibility for a discretionary bonus subject to active employment at fiscal year-end.
- Cross-functional collaboration with controllers, portfolio managers, traders, operations, risk, technology, legal, compliance, fund administrators, and pricing vendors.
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