Investments Business Management Associate Private Bank

Join our dynamic Investments Business Management team to support the Latin America and Global Families Group Head of Investments. We seek a motivated professional with industry experience or a project management/consulting background who thrives in a multicultural environment. As a key player you will drive strategic initiatives and collaborate with senior stakeholders across the US and International Private Bank. This role offers impactful work a collaborative environment and growth opportunities.

As an Associate supporting the Latin America and Global Families Group Business Management Team you will partner with the Latin America Head of Investments and the Head of the Global Families Group (including Europe Asia and Canada) to drive key initiatives and business priorities across international regions. Our team acts as trusted advisor and COO to regional and market front office leadership teams you will identify and execute business priorities in coordination with functional partners. You will communicate effectively with leadership teams represent the front office in working groups and present complex matter strategically. Additionally you will proactively identify business risks support audit and compliance deliverables and participate in initiatives to improve business processes. Finally you will support the Front office in day-to-day approvals and monitoring processes.

Job responsibilities

• Drive business priorities by communicating effectively with Latin America and Global Families Group leadership teams to identify present and drive business priorities and expected deliverables.
• Lead complex projects by managing and steering topics using project management skills leading meetings with subject matter experts and functional partners.
• Create and deliver impactful presentations compelling presentations for leadership meetings committees forums and front office regional and market huddles.
• Build and maintain strategic relationships with key stakeholders leveraging your influence to navigate the organization and implement business priorities.
• Gain a deep understanding of the Investments business and represent its interests in working group sessions becoming the voice of Investments.
• Be the voice of the front office in senior functional partner meetings ensuring the businesss voice is heard and prioritized.
• Participate in collaborative initiatives with team members and global teams continually seeking ways to simplify improve and add value to existing business processes.
• Identify business risks in partnership with Controls enhancing the overall control framework for the Investments business.
• Support audit regulatory and compliance deliverables by driving specific action plans and ensuring timely completion.
• Provide a high level of responsiveness to Front office ad-hoc requests related to approval and run monitoring process in partnership with our Offshore colleagues
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint.

Required qualifications capabilities and skills

• Bachelors degree in Finance Business Administration Economics or a related field.
• 5 years in the private banking/investment industry business management or a related field with a strong understanding of business development sales management and business planning.
• Proven experience managing and steering complex projects end-to-end with the ability to lead meetings with subject matter experts and functional partners. Demonstrated ability to create and deliver compelling high-quality presentations and reports for leadership meetings committees and other key gatherings; attention to detail and design excellence is a must.
• Exceptional verbal and written communication skills with the ability to effectively present complex information to senior leadership and stakeholders. Strong interpersonal skills with a proven track record of developing and maintaining strategic relationships with key stakeholders.
• Strong analytical and problem-solving skills with the ability to proactively identify business risks and enhance the control framework.
• Advanced proficiency in Microsoft Excel and PowerPoint and experience using collaboration tools such as SharePoint; strong interest for Automation and AI
• Familiarity with audit regulatory and compliance requirements with experience in driving specific action plans and ensuring timely completion.
• Self-motivated tenacious and able to work with a high degree of independence; capable of exercising forceful yet sensible leadership and willing to make tough/unpopular decisions.
• Strong time management and prioritization skills with a high level of responsiveness to day-to-day tasks and executive ad-hoc requests.
• Experience in participating in collaborative initiatives with team members and global managers continually seeking ways to simplify improve and add value to existing business processes. Experience working in a multicultural environment with the ability to navigate and influence within a diverse organizational structure

Preferred qualifications capabilities and skills

• MBA or other advanced degree.