Bulge Bracket Investment Banks

Posted 12 days ago

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**Client Service Associate - Wealth Management** Oversee multi-asset class portfolios for wealth management clients and institutions. Key responsibilities: - Monitor and manage investment risk (market, credit, factor, interest rate, inflation, currency) - Design and implement forward-looking liquidity projections and stress testing - Develop risk analytics, dashboards, and reporting tools for internal teams and clients - Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments - Monitor redemption terms and create liquidity models based on client spending needs - Collaborate with investment, compliance, and technology teams to enhance risk management - Present risk reports to internal and external stakeholders; stay current on industry best practices Requirements: - Proven experience in client service, risk management, or related roles - Strong knowledge of risk management principles and investment strategies - Proficiency in risk analytics software, MS Office, and programming languages like Python or R - Excellent communication and stakeholder management skills - CFA charterholder or relevant certifications preferred

Compensation: Not specified
City: Not specified
Country: Not specified

Full Job Description

The Risk and Liquidity Manager is a critical member of the House View and OCIO teams, responsible for overseeing investment risk and liquidity management across diversified, multi-asset class portfolios. The House View portfolios are the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role supports the firms risk governance framework, delivers actionable insights to portfolio team, and ensures investment strategies align with client objectives and risk tolerances. Lead the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, & currency risks. Design and implement forward-looking liquidity projections and stress testing across portfolios, incorporating both public and private market exposures. Manage selection, implementation, setup and testing of risk and analytics systems Develop and maintain risk analytics, dashboards, and reporting tools for use by House View portfolio managers, OCIO leadership, and client stakeholders. Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems. Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies. Create liquidity models based on client/institutional spending needs and portfolio liquidity availability Serve as a subject matter expert in client meetings, delivering tailored risk and liquidity insights and supporting new client onboarding with modeling and analysis. Collaborate with investment and compliance teams to refine risk policies, investment guidelines, and portfolio construction parameters. Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity. Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.

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Full Job Description