Financial Planning and Analysis

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
• Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
• Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm Standards
• Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
• Manage a team that produces reporting for the firms largest business product
• Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
• Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
• Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
• Additional ad hoc analyses and recurring reporting as necessary

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Portfolio Manager, UHNW Team, Vice President