Prepare and compile meeting materials for executive-level meetings, ensuring adherence to aesthetic guidelines while maintaining accuracy, timeliness, and understandability of the information included.
Collaborate with stakeholders to gather reporting topics for Committees led by Control Management, proof and consolidate materials, and coordinate, lead, and participate in executive-level pre-sessions within tight timeframes.
Engage business partners to identify reporting requirements for the Committee.
Coordinate and participate in reporting-related review meetings and development forums.
Perform ongoing analysis of program-related data and develop ad-hoc reports as requested.
Develop and maintain procedures for reporting, analysis, and other related deliverables.
Proactively research best practices and learn new technologies and systems.
Participate in project/program activities involving data preparation, document creation, and oral presentation of analytical results.
Engage with control colleagues across the firm, including business, operations management, legal, compliance, risk, audit, regulators, and technology control functions.
Required qualifications, skills and capabilities:
Excellent organizational skills; able to manage and prioritize assigned tasks across several groups and team leads
Experience leading and implementing program requirements
Experience using various Business Intelligence tools
Strong problem solving and analytical skills
Large Language Model experience and continued educational learning for practical implementation.
Bachelor’s degree or equivalent experience required.
3+ years of financial service experience in controls, audit, quality assurance, risk management, or compliance
Knowledge of control and risk management concepts with knowledge of CORE system.