WM Investment Risk & Analytics

Posting Description

WM Investment Risk & Analytics (IR&A) is responsible for review of first line fiduciary activities within the Private Bank. Reporting to the senior member of the team, you will participate in deep-dive reviews of fiduciary activities, metrics, new business or product initiatives, and control activities. You will work closely with other Risk Management colleagues, the Business, and key control functions including Legal, Compliance, Audit, and Control Management, to provide valuable reviews and feedback regarding fiduciary issues and emergent risks.

Job Responsibility

• Aid in the review of client exceptions and deep dives


• Identify risk issues, trends and outliers. Perform reviews into such areas to identify gaps, recommend risk mitigation strategies and document review.


• Participate in monthly meetings with global fiduciary risk team members and senior Risk management to discuss risk issues within Investment Management


• Aid in the review of monthly global fiduciary metrics for Executive Management Reporting


• Maintain project trackers and document team follow-ups


• Produce ad hoc reports as needed and contribute to team projects


• Work with the team to enhance risk reporting tools and dashboards

Required qualifications, capabilities, and skills

• Bachelors degree or equivalent in Finance, Engineering or similar fields. Master s degree in Finance or similar fields, CFA, FRM will be preferred


• Have work experience in the financial sector, either through full-time or internship positions


• Are inquisitive, with knowledge of data visualization tools (ex. Tableau) or programming (ex. Python) being an added advantage


• Appreciate the value of teamwork and working in partnership with others to accomplish our goals


• Use your knowledge to find answers to pressing problems and create workable solutions


• Can handle many different tasks and demonstrate a willingness to take on responsibilities that might lay outside your area of expertise


• Have strong verbal and written communication and presentation skills

Posting Description

WM Investment Risk & Analytics (IR&A) is responsible for review of first line fiduciary activities within the Private Bank. Reporting to the senior member of the team, you will participate in deep-dive reviews of fiduciary activities, metrics, new business or product initiatives, and control activities. You will work closely with other Risk Management colleagues, the Business, and key control functions including Legal, Compliance, Audit, and Control Management, to provide valuable reviews and feedback regarding fiduciary issues and emergent risks.

Job Responsibility

• Aid in the review of client exceptions and deep dives


• Identify risk issues, trends and outliers. Perform reviews into such areas to identify gaps, recommend risk mitigation strategies and document review.


• Participate in monthly meetings with global fiduciary risk team members and senior Risk management to discuss risk issues within Investment Management


• Aid in the review of monthly global fiduciary metrics for Executive Management Reporting


• Maintain project trackers and document team follow-ups


• Produce ad hoc reports as needed and contribute to team projects


• Work with the team to enhance risk reporting tools and dashboards

Required qualifications, capabilities, and skills

• Bachelors degree or equivalent in Finance, Engineering or similar fields. Master s degree in Finance or similar fields, CFA, FRM will be preferred


• Have work experience in the financial sector, either through full-time or internship positions


• Are inquisitive, with knowledge of data visualization tools (ex. Tableau) or programming (ex. Python) being an added advantage


• Appreciate the value of teamwork and working in partnership with others to accomplish our goals


• Use your knowledge to find answers to pressing problems and create workable solutions


• Can handle many different tasks and demonstrate a willingness to take on responsibilities that might lay outside your area of expertise


• Have strong verbal and written communication and presentation skills