Senior Investment Portfolio Control Consultant

Join our team as a Senior Investment Portfolio Control Consultant, where you will monitor investment risk for advisors with fiduciary responsibility. You will partner with business groups to assess and mitigate risk, leverage sophisticated tools to identify benchmarks, and provide portfolio analytics support. This role involves daily interaction with financial advisors and collaboration with business leaders across the firm.

• Monitor investment risk for advisors with fiduciary responsibility
• Assess and mitigate current and emerging investment risk
• Provide portfolio analytics support and identify benchmarks
• Partner with business groups and collaborate with leaders
• Train advisors on analytic tools and firm resources
• Produce daily, monthly, quarterly, and annual investment risk reports

• No visa sponsorship is available.