Lead Investment Portfolio Control Consultant

• Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk with broad impact
• Act as key participant in large-scale planning
• Review and analyze complex portfolio risk
• Serve as a subject matter expert for measuring and managing larger scale or longer-term investment risk
• Perform highly complex activities related to assessing portfolio risk exposures unprecedented factors
• Provide input into complex investment processes and governance
• Propose risk limits and remediation as needed
• Make decisions to resolve complex issues requiring strong understanding of the function, policies, procedures and compliance requirements
• Recommend solutions to improve efficiency, profitability, to reduce expense, and drive new initiatives
• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
• Potentially lead projects, teams or serve as a peer mentor

• 5+ years of investment portfolio control experience, or equivalent demonstrated through work experience, training, military experience, education
• Concentrated experience working with Trust or Fiduciary investments
• Proven analytical skills with high attention to detail and accuracy
• Demonstrated ability to own and execute controls with successful testing/audit results
• Experience building effective partnerships to achieve goals to meet deadlines
• Intermediate Microsoft Office Skills, including Excel
• A BS/BA degree or higher in finance, accounting, or economics
• Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
• Excellent verbal, written, and interpersonal communication skills

• Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
• Concentrated experience working with Trust or Fiduciary investments

Hybrid work schedule