Job Description
Position Category: Finance/Accounting
Position Title: Investment Products and Markets Consolidation
Job Level: Vice President
Location: USA - NY - New York
Education Required: Bachelors Degree
Position Description: Group Description: The Investment Products and Markets (“IP&M”) group offers a wide range of investment products and services to retail clients. The key areas of IP&M are: Investment Strategy and the Global Investment Committee, Alternative Investments, Capital Markets, Consulting Group, Investment Products.
Job Description: The candidate will report into the CFO for IP&M. The candidate will be responsible for coordinating all group-wide IP&M recurring and ad-hoc processes
Skills Required: Responsibilities Include:
Weekly Forecast coordination and analysis Budget coordination Build-out of IP&M daily, weekly, monthly, quarterly IP&M management reporting processes Assess data gaps and partner with IT on tactical solutions Reconcile IP&M net asset flow reporting to segments results Merger synergy tracking New Product Committee weekly preparation and post product launch review Product Profitability Partner with Sales Channel Finance groups on Fully Loaded Branch management reporting process Build-out of lower level IP&M organization structure
Skills Desired: Ideal candidate should have 7-10 years in a Finance/Accounting role at a Retail Broker Dealer. CPA preferred.
Job Requirements
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