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Tier-1 brand, metro location, and mid-level generalist auditor title attract many qualified applicants.
Role requires custody and fund accounting expertise and regulatory knowledge, limiting cross-industry transferability.
Explicit 5–7 years requirement, custody banking experience, and preferred certifications increase filtering strictness.
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Execute audit engagements within Investment Services, including risk assessment, control testing, and drafting observations.
Interface with business partners and serve as primary audit contact for assigned audit areas.
Onboard and coach junior audit staff, and contribute to departmental change initiatives.
5-7 years of experience in Public Accounting, Internal Auditing, or Investment Services.
Bachelor’s degree in finance, accounting, or related field required.
Experience with custody banking or fund accounting and auditing IT general controls.
Role requires primarily onsite work with some flexibility; domestic and international travel may be required.
Demonstrated ability to evaluate business processes and internal controls in a complex, fast-paced environment.
Experience working within or auditing custody banking, fund accounting, or related financial services.
Strong communication skills for client interfacing and capability in coaching junior staff.