Robert Half Finance & Accounting Risk Analyst - Private Wealth Management in San Francisco, California
For more information and consideration please contact Lisa Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalf.com Our client is an established and well-known Wealth Management firm, located in the Financial District of San Francisco. Due to growth, the Enterprise Risk Management group is looking for a Risk Analyst for their specialized Fiduciary Suitability Risk team. In this position you will be working directly with the Chief Risk officer of Fiduciary Suitability Risk to collaborate with the local management team to implement new Risk assessment framework, proactively assess business activities and investment portfolios, help maintain appropriate policies and standards and ensure that policies and frameworks are reviewed and updated.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
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Req ID: 00412-9500708066
Functional Role: Risk Analyst
City: San Francisco
Postal Code: 94111
Requirements: The ideal candidate must have either 2+ years working in a Wealth Management/Broker Dealer firm within a Risk/Compliance/or Operations position OR has 2+ years working in big4 Risk, must have excellent communication and relationship building skills, CFA or similar credentials preferred.