
WM Investment Risk & Analytics- Fiduciary and Suitability Analyst
- Mumbai, Maharashtra
- Training
- Full-time
- 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
- Bachelor's 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