Consultant focused on risk management and finance at MLAdvisory. Engaging in operationalization projects and data aggregation in the financial sector.
About the role
- Investment Services CAO providing critical operational and administrative support within IS organization. Collaborating with executive leadership on strategic initiatives and delivering key business management functions.
Responsibilities
- The IS CAO reports to Investment Services Chief of Staff, and plays a critical role in the daily management of any and all administrative aspects of Investment Services Organization (IS).
- Responsible for all daily support to IS businesses to execute against its strategic and tactical initiatives, providing operational and administrative leadership at the heart of the organization.
- Acts as representative / proxy for the IS Chief of Staff or the Head of IS on necessary committees.
- Manages key strategic messaging to all partners, in conjunction with Internal Communication partners.
- Responsible for leading critical strategic initiatives, including the expense saving initiatives and the headcount budget and approval process.
- Manages the administration, scheduling, and content coordination / creation for all standard senior executive forums for which the Unit Head is the lead or chair.
- Manages strategic, tactical, and ad-hoc projects.
Requirements
- 18+ years significant relevant business experience; extensive BU experience within CAO, business management or strategy functions, with prior experience in consultancy, business analysis or project delivery
- Master’s and/or Bachelor’s degree in business administration or similar field, with professional qualification (e.g CPA, CFA, ACCA) strongly preferred
- Demonstrable knowledge of Asset Services business; prior experience in the business a plus
- Proven track record of collaborating with senior leaders to strengthen organizational performance and elevate operational excellence
- Strong project management, quantitative and qualitative problem-solving skills and highly financially literate
- Advanced Excel, PowerPoint and Word and a familiarity with the application of AI tools including Copilot
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Commercial Finance Analyst providing financial analysis and reporting at Clyde & Co. Supporting financial performance and decision - making with practice groups and finance team.
Financial Advisor providing comprehensive financial planning and investment management services. Helping clients in achieving their financial dreams through expert guidance and portfolio management.
Complex Director driving multi - office growth at Ameriprise Financial through strategic management of P&L and client acquisition. Leading branch managers and building local culture with strong partnerships.
Student role in Finance at buah, focusing on financial administration and controlling support. Contributing to internal process optimization and team collaboration in a supportive environment.
Financial Accountant supporting delivery of accounting and reporting for online gaming company DigiOutsource. Involved in management reporting, audit support, tax management, and collaboration with teams.
Senior Financial Analyst supporting financial planning and forecasting activities in a healthcare solutions company. Involves budgeting, reporting, and treasury activities.
Assistant Manager overseeing financial accounting and control, ensuring accuracy and compliance in financial reporting for LSEG subsidiaries. Collaborating with various teams and driving continuous improvement initiatives.
FP&A Manager shaping financial strategies for AMDT, a leader in versioning and backup solutions. Collaborating on financial analysis, reporting, and strategic planning.
Accounting Finance Operations Process Lead at Broadridge handling revenue recording, reconciliations, and statutory compliance for clients in the fintech industry.