About The Position

The team is seeking a candidate to provide end-to-end business management support through the production and analysis of financial and headcount data for the Wealth Management First Line Financial Crimes Risk COO team. You will be working in a dynamic and data-driven environment focused on high quality, detailed operational reporting to senior stakeholders on the management of the 1L FCR team. The role will drive efficiencies within the 1L FCR COO Team, with a key focus on continuously optimizing reporting practices to support the organization’s mission and progress toward key initiatives.

Requirements

  • At least 5 years of experience in the Financial Services industry.
  • Proficiency in MS Excel, MS Word, and MS PowerPoint for data analysis related tasks, including the use of advanced formulas, pivot tables and conditional formatting. Experience with macros is a plus.
  • Very strong analytical and critical thinking skills.
  • Exceptional accuracy and attention to detail. Ability to consistently deliver high-quality work that requires minimal review.
  • Strong organizational skills to ensure all reporting and supporting materials are appropriately documented with procedure documents in place for future reference.
  • Confidence and comfort operating in high-paced and high-profile environments.
  • Demonstrable track record of handling confidential and sensitive information appropriately.
  • Ability to research and resolve issues independently while working across teams to acquire information.
  • Highly motivated, self-starter that can work autonomously and can independently take initiative.
  • Understanding of enterprise organizational and behavioral dynamics.
  • Demonstrated ability to build strong relationships and collaborating across large organizations.
  • Bachelor’s degree required.

Nice To Haves

  • Experience with macros is a plus.
  • Experience with Tableau or similar platform is a plus.

Responsibilities

  • Contributing to executive-level content, analysis, and presentation material for a broad audience inclusive of senior management and regulators.
  • Executing and solving business problems through complex analysis of workforce related data.
  • Understanding the teams operating model and translating that into actionable insights, using data to support management and regulatory stakeholders.
  • Ensuring appropriate management and maintenance of HR and Finance related information in the appropriate systems.
  • The ability to manage multiple deadlines and initiatives simultaneously, often under tight deadlines, while maintaining high quality standards and exceptional attention to detail.

Benefits

  • Ample opportunity to move about the business for those who show passion and grit in their work.
  • Attractive and comprehensive employee benefits and perks in the industry.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service