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Portfolio Risk Officer
Company | Morgan Stanley |
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Location | New York, NY, USA |
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Salary | $100000 – $180000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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Requirements
- Bachelors degree and 5+ years of relevant work experience
- A working knowledge of financial instruments, platforms, and investment risk identification/management, with a desire to acquire a deeper proficiency
- Familiarity with rules and regulations applicable to wealth management and investment advisory businesses
- Able to prioritize and exercise sound judgement in fast paced and rapidly evolving environments with ever changing and competing priorities
- Team player with a strong work ethic, flexibility, and a high level of maturity and discretion in handling sensitive subject matter
- Must be self-motivated and able to drive tasks forward independently with minimal supervision
- Excellent written and verbal communication skills
- Detail oriented with good organizational skills
- Strong familiarity with Microsoft Excel, Word, and PowerPoint
Responsibilities
- Identification and analysis of ongoing, emergent, and/or ad-hoc risks in Wealth Management client portfolios.
- Partnership with stakeholders across the firm for consensus in risk mitigation control design, maintenance, and implementation.
- Governance activities related to supervisory control design, development, maintenance, and ongoing enhancements.
- Ad-hoc and ongoing preparation and presentation of reporting, metrics, and analysis to leadership and stakeholder business units.
Preferred Qualifications
- Proficiency with Tableau, SQL, and/or Python preferred