Jobs at RBFCU Wealth Management

The Client Liaison Analyst supports a boutique client service, providing analysis, reporting, and coordination of client contributions, while collaborating with stakeholders.

The role involves analyzing business processes, collaborating with stakeholders to implement technical requirements, and troubleshooting issues to improve system stability.

Lead data analysis and modeling efforts, managing large datasets, and translating insights into actionable business knowledge while providing analytical thought leadership.

The Investment Risk Analyst supports risk assessment across Multi-Asset portfolios, engages with portfolio managers, and enhances risk management processes.

Manage portfolios in Systematic Strategies, conduct risk monitoring, collaborate on quantitative improvements, and support marketing and client communication efforts.

Lead the payroll strategy for EMEA, APAC, and India, ensuring compliance and managing a team while overseeing vendor relationships and payroll processes.

The Financial Analyst will support business finance activities, focusing on forecasting, financial analysis, variance analysis, and creating insightful financial reports while collaborating with the finance team and enhancing business understanding of financial data.

The role involves calculating management fee rebates, providing Management Information reporting, maintaining accurate data, and liaising with clients and the business.

The Coverage Analyst will oversee internal investment strategies, engaging with investment teams, monitoring performance, and supporting client interactions. The role requires strong analytical skills and collaboration with various teams to improve investment processes and client outcomes.