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Business Control Analyst / Associate
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- At PW, we offer comprehensive wealth strategies and investment management solutions, spanning equities, fixed income, private equity, and uncorrelated strategies.
- The PW Business Control Team is a relatively new, high-impact unit focused on strategic initiatives for PW. As a Business Control Associate, you'll work closely with the Head of PW Business Control, enjoying a wide-ranging exposure to different facets of our business.
- Conduct thorough reviews and approvals of investment policy statements (IPS), asset allocation/strategy proposals, and wealth analysis plans for our clients.
- Proactively identify and address IPS "out of tolerance" situations, ensuring any outlier items are escalated to the Head of Business Control and other relevant stakeholders as needed.
- Offer project support as our team collaborates with Business Objectives Implementation (BOI), Centralized Business Services (CBS), external vendors, IT, and the PW Investment Group (PWIG) to define and implement new oversight tools through improved workflows, rules, and automation.
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