Auditor
Core
Assist Audit Managers in planning and executing audits for Retirement and Wealth Management businesses to ensure internal controls, regulatory compliance, and operational excellence.
Role type
Associate Internal Auditor
Builds
Audit programs, workpapers, and risk mitigation strategies for Retirement and Wealth Management lines of business
Domain
Financial Services / Internal Audit
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
audit planning, audit testing, workpaper preparation, control evaluation, data analytics, root cause analysis, regulatory compliance knowledge, process improvement
Preferred skills
public accounting or consulting experience, financial services industry experience, Power BI or Tableau proficiency, AI/GenAI tool usage
Technologies
Power BI, Tableau, Microsoft Copilot
Responsibilities
Conduct audit planning activities and prepare audit programs, perform audit procedures and document testing results, test key controls for operating effectiveness, design and utilize data analytics for audit testing, develop audit issues with recommendations, collaborate with senior team members to communicate findings, support special projects and talent development initiatives
Seniority
Junior, hands-on IC