Bulge Bracket Investment Banks

Posted 12 days ago

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**Registered Client Associate - Wealth Management:** Lead client relationship management, conduct regular reviews, and provide personalized investment advice to high-net-worth individuals and families. **Key Responsibilities:** Develop and maintain strong client relationships, understand client objectives, and deliver customized investment strategies. **Required Skills:** 5+ years' wealth management experience, strong communication, client relationship management, and investment analysis skills. **Tools & Technologies:** CRM software, portfolio management systems, Microsoft Office.

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