Investments Business Management Associate - Private Bank

Join our dynamic Investments Business Management team to support the Latin America and Global Families Group Head of Investments. We seek a motivated professional with industry experience or a project management / consulting background, who thrives in a multicultural environment. As a key player, you will drive strategic initiatives and collaborate with senior stakeholders across the US and International Private Bank. This role offers impactful work, a collaborative environment, and growth opportunities.

As an Associate supporting the Latin America and Global Families Group Business Management Team, you will partner with the Latin America Head of Investments and the Head of the Global Families Group (including Europe, Asia and Canada) to drive key initiatives and business priorities across international regions. Our team acts as trusted advisor and COO to regional and market front office leadership teams, you will identify and execute business priorities in coordination with functional partners. You will communicate effectively with leadership teams, represent the front office in working groups, and present complex matter strategically. Additionally, you will proactively identify business risks, support audit and compliance deliverables, and participate in initiatives to improve business processes. Finally, you will support the Front office in day‑to‑day approvals and monitoring processes.

Job responsibilities

• Drive business priorities by communicating effectively with Latin America and Global Families Group leadership teams to identify, present, and drive business priorities and expected deliverables.
• Lead complex projects by managing and steering topics using project management skills, leading meetings with subject matter experts and functional partners.
• Create and deliver impactful presentations compelling presentations for leadership meetings, committees, forums, and front office regional and market huddles.
• Build and maintain strategic relationships with key stakeholders, leveraging your influence to navigate the organization and implement business priorities.
• Gain a deep understanding of the Investments business and represent its interests in working group sessions, becoming the voice of Investments.
• Be the voice of the front office in senior functional partner meetings, ensuring the business's voice is heard and prioritized.
• Participate in collaborative initiatives with team members and global teams, continually seeking ways to simplify, improve, and add value to existing business processes.
• Identify business risks in partnership with Controls, enhancing the overall control framework for the Investments business.
• Support audit, regulatory, and compliance deliverables by driving specific action plans and ensuring timely completion.
• Provide a high level of responsiveness to Front office ad‑hoc requests related to approval and run monitoring process in partnership with our Offshore colleagues.
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint.

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

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