Product and Process Analyst

About The Role

The Governance, Product, and Risk Oversight (GoPRO) Analyst supports fiduciary governance execution, fiduciary oversight reporting, and administrative coordination across Wealth & Asset Management (W&AM). Initiates, maintains, and manages group projects, leveraging strong problem-solving skills. Responsible for coordinating with colleagues across W&AM, as well as Investment Operations, Information Technology, and other departments.

Your Responsibilities

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Governance Reporting Support: Prepare fiduciary governance and oversight reporting.
• Monitoring & Controls: Execute fiduciary monitoring and administrative controls.
• Audit & Review Support: Assist with fiduciary‑related audits, reviews, and issue tracking.
• Documentation Management: Maintain governance documentation and reporting tools.
• Process Improvement Support: Support process and system enhancement initiatives.

Minimum Requirements

• Bachelor's degree required. A major in Finance, Accounting, Economics or Business Administration preferred.
• Experience in investments, operations, analytics, or fiduciary support roles.

Required Skills

Qualified candidates will possess a moderate degree of proficiency (typically from 3-5 years of work or practical experience), in:

• Investment & Fiduciary Knowledge: Working knowledge of fixed income and equity securities, market dynamics, and fiduciary concepts within wealth management.
• Analytical & Technical Skills: Produces accurate fiduciary and investment reporting using advanced Excel and business intelligence tools (e.g., Power BI, Business Objects).
• Attention to Detail: Ensures accuracy in documentation, controls, and reporting outputs.
• Collaboration & Communication: Communicates effectively with cross‑functional partners using clear written and verbal communication.

Skills For Success

Qualified candidates will possess a moderate degree of proficiency (typically from 3-5 years of work or practical experience), across a suite of skills including, but not limited to:

• Problem Solving & Judgment: Synthesizes complex information into actionable insights; applies sound professional judgment and escalates issues appropriately.
• Project & Priority Management: Manages multiple initiatives concurrently in a results‑driven environment.
• Adaptability: Adjusts effectively to shifting priorities and a fast‑paced, dynamic operating environment.
• Continuous Learning: Builds investment, fiduciary, and business knowledge over time.