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Portfolio Risk Officer

Portfolio Risk Officer

CompanyMorgan Stanley
LocationNew York, NY, USA
Salary$100000 – $180000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

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