Programs analyst állás, munka

Understand and operate the CDD process, to ensure accurate and timely delivery of onboarding and ongoing due diligence services in accordance with SLAs. Monitor assigned queues in the CDD tool and prioritize workload....

• Leverage strong communication and relationship-building skills in frequent interaction with other areas of the firm
• Strongly communicate verbally and in writing including escalate timely any blockers/setbacks

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation

• Support in all operational and strategic risk management and risk controlling tasks
• Participation in the timely preparation of monthly and quarterly reports within the framework of ICAAP
• Ad-hoc evaluations and data analyses