Job #: 2650
Title: Analyst – Dallas, TX
Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Behind every trade executed, every new product launched, every market entered, and every transaction completed is an Operations team that develops the foundational processes and controls that make our business flow.
The RIA Services Analyst is a new role which will support multiple Operations functions and businesses to deliver a superior client experience and fulfill a wide variety and high volume of activity aligned to the common goal of service excellence. RIA Services is a high-value support and risk management team in Personal Financial Management working closely with the Business, Compliance, and other Operations teams to provide the highest level of risk oversight and control framework.
Our people are our greatest asset in achieving everything we undertake. Choosing a career at means you will be able to showcase and hone your professional skillset, quality of work and be part of a collaborative team environment. You will have the opportunity to learn about the different types of loan life cycle events and be part of a best-in-class operating environment.
A Day in the Life
Work cooperatively and professionally to provide excellent service to our clients and internal stakeholders Build and implement risk and control framework through oversight Assist with onboarding clients to the firm Oversight payment controls functions including sanctions and fraud controls Showcase leadership in project management skills toward aims of improved support and relationship management Leverage your quantitative skills to decompose processes to improve control and scale of the business Provide reporting to senior leadership and produce insightful analyses of the business upon request for management Monitor your workflow for potential risk and escalate issues appropriately Maintain an awareness of and act in accordance with team goals and Firm policies
Knowledge of financial products, whether academically or professionally acquired.
Proven ability to effectively manage competing priorities and to work well under pressure in a team environment.
High level of discretion and awareness of accountability.
Analytical skills and interest in developing problem-solving capabilities
Bachelor’s degree with a minimum of 1-3 years of professional experience