Senior Manager, Governance & Associates
Core
Design, implement, and oversee the Private Investment Counsel governance framework while leading the Associate Investment Counselor team.
Role type
Senior Manager, Governance & Associates (Investment Management)
Builds
Private Investment Counsel governance framework and Associate Investment Counselor team capabilities
Domain
Financial Services / Investment Management
Required skills
Team leadership, Performance management, Risk limit management, Regulatory compliance, Process optimization, Capacity planning
Preferred skills
CFA charter, CIM designation, MBA, Cross-functional management
Technologies
Investment Policy Statements (IPS), Risk management systems
Responsibilities
Lead the Associate Investment Counselor team, oversee daily workflows and tactical planning, develop and maintain the departmental governance framework, establish and monitor internal risk limits, lead audit and verification for Investment Policy Statements, act as primary PIC point of contact for Compliance and IMR teams, optimize allocation of AIC resources, foster high-performance culture, monitor portfolio-level data for client outcomes, implement process improvements in discretionary management workflow