Financial Control and Risk Assessment Lead

beBee Careers is hiring a Financial Control and Risk Assessment Lead in Indianapolis, IN. The role involves identifying and mitigating operational risks related to investments, reviewing financial documents, conducting interviews with external managers, and preparing reports. Candidates should have a degree in finance or related fields and at least 5 years of experience in investment operations. Strong communication skills and attention to detail are essential.
Risk Management Opportunities

We are seeking a talented individual to join our team as a Financial Control and Risk Assessment Lead.

The successful candidate will play a critical role in identifying and mitigating operational risks associated with investments with external managers.

This includes reviewing ODD materials, conducting virtual and on-site interviews with external managers, assessing key risks associated with their operating environment, and furnishing ODD reports following established standards and procedures.

Key Responsibilities:
• Identify and mitigate operational risks associated with investments with external managers.
• Review and interpret fund financial statements, offering documents, and other literature to assess the financial health and regulatory implications of externally managed funds.
• Liaise and follow up with external manager teams to ensure timely receipt of required information.
• Monitor news and professional publications to stay informed about the subject matter.
• Plan and perform regular on-site visits or virtual interviews with external partners.
• Coordinate with CMF teams to operationalize externally managed investments.

Qualifications:
• University degree in finance, business, risk, or other relevant disciplines.
• Minimum 5 years of experience in investment operations and operational risk assessment, with exposure to the fund industry and credit markets.
• Excellent interpersonal and communication skills.
• Able to prioritize multiple responsibilities and meet deadlines.
• Detail-oriented and demonstrated aptitude for quantitative and qualitative analysis and problem-solving.