- Prime Brokerage experience (required), with demonstrated expertise in financing risk.
- Strong analytical skillset with hands-on ability to evaluate portfolios and interpret portfolio analytics and stress results.
- Robust communication skills (written and verbal), including the ability to present complex risk topics succinctly to senior audiences.
- Preferred Bachelor's degree in a STEM-related discipline (or equivalent quantitative background).
- AI proficiency - demonstrated ability to use AI tools to improve productivity and decision support (analysis, summarization, workflow acceleration), with appropriate judgment and governance mindset.
- Experience leading due diligence / underwriting work for Wealth Management clients and/or broker-dealers.
- Experience working closely with quantitative and engineering teams to deliver enhancements to risk analytics, monitoring, margining, or stress testing frameworks.
- Familiarity with governance processes and escalation mechanisms in a First Line Risk/Credit environment.