Partner closely with the Investment Office to deliver independent, forward-looking operational risk assessments across business activities, programs, and initiatives.
Serve as a trusted advisor and operational risk subject matter expert, providing credible challenges and practical guidance to investment leadership and management.
Shape and advance the operational risk strategy for the Investment Office, including annual priorities, objectives, and risk maturity goals.
Lead enterprise grade Process Risk Assessments, translating results into clear, actionable insights for senior leadership.
Own the end-to-end lifecycle of risk issue management, from identification and root cause analysis through action tracking, escalation, and outcome reporting.
Develop and maintain the quarterly Investment Office operational risk profile, highlighting key risk themes, trends, and emerging exposures.
Challenge the design and effectiveness of processes and controls, recommending enhancements that improve resilience, efficiency, and execution quality.
Assess the adequacy of management decisions and actions through a risk lens, providing independent oversight and constructive challenges.
Drive adherence to the Global Operational Risk Management framework, including risk assessments, KRIs, scenario analysis, and risk reporting.
Collaborate across Risk, Compliance, IT, Internal Audit, and global ORM partners to strengthen risk practices, share insights, and embed a strong risk culture.
Requirements
Bachelor's degree in finance, Accounting, Economics, or a related discipline
Ten years of experience in investment operations, asset management or a related second-line risk role within financial services or insurance
Deep understanding of investment management activities, including portfolio management, trading operations, asset servicing, valuation and investment data flows
Proven ability to provide independent challenges and credible advisory support to investment management and senior stakeholders
Experience partnering across control functions (Compliance, IT, Finance, Internal Audit) and influencing outcomes without direct authority
Strong risk reporting expertise, including development of quarterly risk profiles, executive dashboards, and clear risk narratives for senior leadership and governance forums
Excellent written and verbal communication skills, with the ability to translate complex risk concepts into clear, decision-useful insights.
Ability to work in a fast-paced organization and prioritize multiple initiatives
Ability to present and interact with various levels of management and build relationship with peoples at all levels
Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.