Risk-Credit Risk-Wealth Management-Dallas | Salt Lake City-Analyst

About the role

The role is within the Private Wealth Management team, which is part of the Credit Risk division responsible for evaluating and managing lending activities and counterparty risks. This team focuses on high net worth individuals and their diverse financial needs, ensuring compliance and monitoring exposure levels. The position requires strong analytical skills and attention to detail, as well as the ability to communicate effectively with various stakeholders. The ideal candidate will contribute to the firm's success by supporting credit risk assessments and portfolio monitoring.

Requirements

• Bachelor’s degree required, preferably in finance, accounting, economics, risk management, or a related analytical field.
• Strong written and verbal communication skills.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Interest in developing credit risk expertise across private banking products.

Responsibilities

• Review private client securities-based lending and derivatives transactions and assess fit with risk appetite.
• Support the global credit team with regular reporting and compliance with key performance indicators.
• Monitor active portfolio positions and recommend appropriate actions based on industry and counterparty risks.
• Develop relationships with key industry participants inside and outside the division.

Benefits

• Medical, dental, life and disability coverage.
• Generous vacation and holidays.
• Robust wellness resources including EAP counseling, medical advocacy, on-site/virtual health services, and fitness support.
• Retirement savings programs, live financial education, education support, and wealth-creation opportunities through equity awards and select investment programs.
• Family benefits including childcare resources, parental and family leaves, and adoption/surrogacy support.
• Flexible work options such as part-time schedules, job sharing, telecommuting, and alternate hours.