обновлено 5 дней назад
Asset & Wealth Management, PWM, Global Risk Management Team, Associate - New York
85 000 - 160 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management, PWM, Global Risk Management Team, Associate - New York (Financial Risk): Reviewing and managing client portfolio, investment product, and platform-related risks across private wealth management with an accent on derivatives, credit exposure, market risk, and suitability limits. Focus on monitoring portfolio performance, stress testing, margin-call exposures, escalating limit breaches, and improving risk analytics and management frameworks.
Location: New York, NY, United States; office-based position.
Salary: $85,000–$160,000 per year, plus potential discretionary bonus.
Company
’ Private Wealth Management business develops and manages customized investment strategies and wealth management services for high-net-worth individuals, families, family offices, and foundations.
What you will do
- Review client portfolios from a financial risk perspective, including portfolio construction, product performance, investment manager, and credit risks.
- Monitor portfolio performance, risk tolerance, suitability limits, margin-call exposures, and stress-testing limits using analytics and monitoring tools.
- Investigate, escalate, and communicate potential risk issues and limit breaches to internal risk forums and senior management.
- Contribute to portfolio reviews covering client portfolios and related credit exposures.
- Improve risk management methodologies, frameworks, and infrastructure.
- Work with the Strats team to develop risk analytics and reporting for internal and client use.
Requirements
- At least 2 years of experience in a financial organization, preferably in private wealth management, portfolio management, credit risk, or market risk.
- Knowledge of derivatives pricing and risk management, including structured products, options, and more exotic derivatives.
- Exposure to market risk analysis, including VaR and stress testing.
- Exposure to margin and collateral management systems; knowledge of US margin regulations is desirable.
- Strong analytical, communication, organizational, interpersonal, and judgment skills, with attention to detail and confidence working with senior management.
Culture & Benefits
- Exposure to senior managers and global PWM management teams across the US, EMEA, and Asia.
- Collaboration with Credit and Market Risk Officers, PWM Product Specialists, Private Wealth Advisors, and the Strats team.
- Competitive benefits and wellness offerings are generally available to eligible non-temporary full-time and part-time US employees working at least 20 hours per week.
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