- JPMorgan Chase (Columbus, OH)
- WM Investment Risk & Analytics (IR&A)...**Job summary** As a Fiduciary and Suitability Risk Associate on the Wealth Management Investment ... responsible for review of the first line of defense investment fiduciary and suitability activities such as...Risk & Analytics (IR&A) Client Risk team you'll be responsible for review of the… more
- Wellington (Boston, MA)
- …part of the Global Risk & Analytics (GRA) team. GRA is the global investment risk function for Wellington and sits within the firm's Risk and ... focus of GRA is leading Wellington Management's portfolio oversight, risk measurement, and security analytics processes across...Products and Fund Strategies colleagues to ensure the firm's fiduciary needs on investment risk … more
- Citigroup (New York, NY)
- …markets + Develop and maintain working relationships with support partners including risk oversight, client service and fiduciary oversight teams + Actively ... Citi Investment Management (CIM) is a group within Citi...professionals. This individual will be responsible for trading, quantitative analytics , and will maintain strong relationships with broker dealer… more
- BlackRock (New York, NY)
- … risk expertise and constructive challenge to drive better business and investment outcomes. RQA's risk managers play a meaningful role in BlackRock's ... and stress tests + Drive continuous evolution in portfolio analytics and risk monitoring tools in partnership...banking, consulting, etc.) required + Previous experience as a risk manager or investment analyst supporting corporate… more
- HUB International (Itasca, IL)
- …specialty expertise backed by transformative digital capabilities and sophisticated data and analytics . **About Encore Fiduciary :** At Encore Fiduciary , we ... underwriting management liability and/or professional liability insurance lines - specifically Fiduciary , D&O, EPL, Cyber, Crime, Investment Advisors and/or E&O… more
- Citizens (Wilmington, DE)
- …and client relationship management within a Private Wealth environment. + Experience with fiduciary investment concepts, analytics and reporting desirable. + ... trust clients and beneficiaries to CCPW's comprehensive suite of investment , financial planning, insurance, and tax services. The STO...with the Bank's fiduciary responsibilities and best fiduciary and risk management practices, as trustee… more
- City National Bank (Dallas, TX)
- …Or + CISA - Certified Information Systems Auditor Or + CFIRs - Certified Fiduciary Investment Professional Or + CRCM - Certified Regulatory Compliance Manager ... test plans for projects of medium to high complexity with a risk -based audit approach.Assesses risks and controls, designs comprehensive audit programs, executes… more
- Wellington (Boston, MA)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...including front and back office applications, as well as analytics . With over $147B invested in technology, across over… more
- BlackRock (Atlanta, GA)
- …and fastest growing financial advisors. + Tradecraft: Utilize BlackRock's world-class risk analytics platform, Aladdin, while providing capital market and ... asset management firms and a premier provider of global investment management, risk management and advisory services...Implement customized portfolio solutions in conjunction with the advisor's investment goals + Deliver fiduciary and … more
- Wellington (Boston, MA)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...for our clients. As an integral part of our fiduciary responsibility, we engage with issuers and exercise our… more
- Vanguard (Malvern, PA)
- …for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our ... we provide institutional clients, plan sponsors, and participants with recordkeeping, investment , and advice services, largely in defined contribution plans such as… more
- HUB International (Itasca, IL)
- …specialty expertise backed by transformative digital capabilities and sophisticated data and analytics . **About Encore Fiduciary :** At Encore Fiduciary , we ... their businesses. Specialty Program Group offers access to capital and investment , deep carrier relationships, creative thinking, product development and broad… more
- City National Bank (Los Angeles, CA)
- …the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, ... propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems,… more
- CIBC (Chicago, IL)
- …is adequate and meets control expectations. + You are using automation and analytics , develop on-going technology risk reporting, monitoring key trends and ... our Bank's assets. You'll work with teams work to maximize the investment in resources and technology while building an appropriate balance between high-touch… more
- JPMorgan Chase (Jersey City, NJ)
- …Alteryx skills and experience with data analytics + Specialized knowledge related to fiduciary risk , anti-money laundering, model risk , or other areas of ... Management, Commercial Banking, Consumer & Community Banking, Corporate & Investment Banking, Global Technology, Corporate Functions and Internal Audit Practices,… more
- Regions Bank (Hoover, AL)
- …Certified Anti-Money Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified ... overtime pay. **Requirements** + Bachelor's degree in Accounting, Finance, Risk , or related field + Three (3) years of...other continuous auditing such as continuous monitoring and data analytics . The team focuses on key financial services topics… more
- BMO Financial Group (Chicago, IL)
- …Portfolio Management (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth Strategies (estate and tax planning, ... risk management, philanthropic planning and family governance advisory), Capital...planning, capital structure advisory, lending and cash management), and Fiduciary Advisory Services (estate settlement, trusteeship and trust). We… more
- CACI International (Chantilly, VA)
- …role, the Business Manager serves as the corporate finance lead with fiduciary responsibility for all internal financial reporting, briefings, and accountability of ... path conflicts, generate milestone charts and presentations, perform schedule risk assessment (SRAs), facilitate monthly EVM Business Rhythm activities, collect… more