- Boston, Massachusetts, United States
- $90K–$158K per year
Provide independent credit risk oversight for Wealth Custody & Clearing’s margin lending and brokerage activities, assess creditworthiness of high-net-worth clients, manage credit limits, conduct stress testing, and support governance and regulatory reporting.
Compensation
Salary Range: $90,000 - $157,500 Annual
Responsibilities
- Provide independent credit risk oversight of Wealth Custody & Clearing’s margin lending and collateralized brokerage activities.
- Assess the creditworthiness of high-net-worth clients and related investment structures.
- Establish and monitor appropriate credit limits and risk parameters.
- Assess interconnected exposures across related accounts, entities, guarantors and affiliated counterparties.
- Evaluate collateral quality, liquidity, volatility, diversification and potential liquidation risk.
Requirements
- Bachelor’s degree in Finance
- Bachelor’s degree in Economics
- Bachelor’s degree in Accounting
- Bachelor’s degree in Risk Management
- Nice to have: high-net-worth clients