Lead diverse audit activities while assessing risks and controls within Investment Management. Collaborate with stakeholders to foster risk management improvements, ensuring regulatory compliance through effective communication and execution of audits.

Take ownership of U.S. tax information reporting, managing data analysis and complex reconciliations, while ensuring compliance with regulations and driving improvements across operations and technology partnerships.

Join a team that’s dedicated to strengthening operational risk through independent audits, ensuring effective control environments across all business lines, while collaborating with stakeholders to drive continuous improvement in risk management practices.

Champion seamless investor services by coordinating inquiries, processing transactions, and delivering critical documentation. Enhance client interactions while ensuring compliance and team leadership in fund operations, fostering a culture of excellence.

Champion comprehensive financial planning for clients, providing expert guidance in annuities and insurance solutions to enhance their financial strategies and ensure alignment with their goals through ongoing analysis and support.