Wealth Management Risk Analyst
Job Number: 3235766
POSTING DATE: Apr 18, 2023
PRIMARY LOCATION: Americas-United States of America-New York-New York
EDUCATION LEVEL: Bachelor\'s Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President
DESCRIPTION
Morgan Stanley seeks a professional to join the Portfolio Risk team within the Wealth Management Risk Division. Portfolio Risk supervision is a critical component of Risk Management, responsible for performing detailed risk analysis, creating alerts designed to supervise financial advisors in accordance with regulatory requirements and generally ensure that assets are being managed in accordance with our clients\' best interests.
Responsibilities
The candidate will be responsible for analyzing client portfolios to identify sources of elevated risk and/or underperformance, conducting outreach to financial advisors and their management teams, and reviewing high impact advisor business and fulfilling ad hoc requests as needed. ESG supervision is also a component of our advisor reviews.
In order to fulfill these responsibilities, the candidate should have an understanding of financial risk concepts.
The successful candidate will be expected to work independently as well as part of a team. The analyst will need to take initiative and responsibility to drive tasks forward. The ability to reach conclusions quickly and consistently will be critical to success in this role.
QUALIFICATIONS
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