
Project Analyst
2 weeks ago
Project Analyst – Private Trust (12-Month Contract)
We are seeking a detail-oriented Project Analyst to join our team on a 12-month contract. This role will support both technology and non-technology projects, risk monitoring, and data analytics for the Private Trust business.
Key Responsibilities:
- Manage and track progress to ensure timely completion of projects.
- Understand the trust system to prepare business requirements for system changes and reporting formats, ensuring data availability.
- Monitor, mitigate, and rectify risk exposure across investment, AML compliance, operational, regulatory, and fiduciary domains.
- Support regular investment committee meetings, reviewing Private Trust portfolios and follow-up actions.
- Conduct accurate data analytics for management reporting, regulatory submissions, and survey responses.
- Perform customer due diligence for new onboarding, periodic reviews, and material transactions such as terminations, asset injections, and distributions.
- Review batch and manual screening alerts, investigate high-risk clients (including Politically Exposed Persons), and ensure all necessary documentation is obtained and reported.
Requirements:
- Bachelor's degree in Finance, Business, or related field.
- Proven experience in project coordination, risk management, or private trust operations.
- Strong analytical skills and attention to detail.
- Knowledge of AML compliance, risk frameworks, and regulatory reporting requirements.
- Excellent communication and stakeholder management skills.
Interested Candidates – Apply here or share your CV to | EA License: R
Tell employers what skills you haveManagement Skills
Microsoft PowerPoint
Microsoft Office
Microsoft Excel
Due Diligence
Analytical Skills
Risk Management
Project Management
Attention to Detail
AML
Project Coordination
Screening
Stakeholder Management
Data Analytics
Regulatory Submissions
Business Requirements
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