Job Responsibilities:
- Preparing and compile meeting materials for executive level meetings with a focus on both aesthetic guidelines as well as accuracy, timeliness and understandability of included information
- Engaging business partners to identify reporting requirements for the Committee
- Coordinating, and/or participate in, reporting-related review meetings and development forums
- Ensuring meeting minutes and follow-ups are socialized with stakeholders, legal, compliance, and committee members
- Promoting continuous process improvements and efficiencies- Performing ongoing analysis of program-related data and develop ad-hoc reports as requested
- Developing and/or maintain procedures for reporting, analysis and other related deliverables
- Participating in project/program activities involving data preparation, document creation and oral presentation of analytical results.
Required qualifications, capabilities and skills:
- 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
- Strong meeting and program facilitation skills to roll out and gather requirements across multiple group and organizational levels
- Ability to understand both strategic and tactical direction and extrapolate functional process flows and business requirements
- Strong multi-tasking skills are critical
- Strong oral and written communication skills
- Background creating training or procedure documentation
- Lead Participate in project/program activities involving data preparation, document creation and oral presentation of analytical results
- Engage with control colleagues across the firm, business, operations management, legal, compliance, risk, audit, regulators, and technology control functions.
Preferred qualifications, capabilities and skills:
- Bachelor’s degree or equivalent experience required.
- 4+ years of financial service experience in controls, audit, quality assurance, risk management, or compliance preferred.
- Knowledge of control and risk management concepts with knowledge of CORE system.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Visio).
- Artificial Intelligence or Machine Learning experience.
- Maintain flexibility and be able to adapt to a consistently changing business environment.
- Large Language Model experience and continued educational learning for practical implementation.