Partnering with mission-driven entrepreneurs to build Rocky Mountain technology companies of impact, utility, and value.

You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.

As a Business Management professional in our Asset & Weatlh Management, you will spend each day defining, refining and delivering set goals for our firm

Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks.

Job Responsibilities:

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Communicate effectively with key business partners to understand projects and drive next steps
• Project manage and deliver key work streams and tasks. Identify key business risks on the platform and drive resolution of mitigating controls
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites, like SharePoint. Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business, Finance, Economics, or other related area with 7+ years of experience
• Prior experience in Business Management or COO role
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence. Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills. Ability to articulate and demonstrate thoughtful rationale in design decisions
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills. Strong time management and prioritization skills