• Enhance and formalize portfolio construction frameworks across model portfolios • Develop and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations • Implement systematic risk budgeting and volatility management processes • Design and maintain stress testing and scenario analysis frameworks across asset classes • Support macro-informed positioning analysis in partnership with Portfolio Management • Monitor portfolio exposures including factor risk, duration, credit, and correlation structure • Oversee development of standardized risk dashboards for internal stakeholders • Develop reporting frameworks for drawdown analysis, scenario testing, and attribution • Ensure portfolio risks remain aligned with stated objectives and investment policy guidelines • Provide actionable risk insights to senior leadership and the Investment Committee • Maintain and refresh capital market assumptions used in strategic allocation decisions • Support strategic and tactical asset allocation modeling • Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective • Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration • Evaluate and enhance portfolio analytics systems (FactSet, Bloomberg, optimization tools, etc.) • Improve data governance and automation related to portfolio analysis and reporting • Support advisor-facing portfolio analytics and diagnostic tools • Identify process efficiencies to reduce manual portfolio oversight workflows • Lead portfolio-related special initiatives driven by market developments, platform growth, or strategic expansion • Support model evolution and new solution development initiatives • Contribute to white papers, investment commentary, and advisor education materials as needed • Collaborate closely with the Head of Portfolio Management to support implementation excellence • Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency • Develop and mentor junior team members within portfolio analytics and risk functions • Establish documentation standards and quality control processes

• responsible for generating revenue by representing Sourcewell’s Risk Services solutions. • achieving profit and margin goals by managing risk pools served and generating fees by administrating risk pools. • develop and execute on plans to engage with new pools, increase membership in pools, and drive growth in Risk Services. • manage the Risk Services business unit to achieve P&L goals. • develop and execute on business plans to drive growth of the Risk Services business unit with guidance. • launch new Risk Services solutions and onboard new clients and partners. • manage relationships with customers (i.e. suppliers, members, administrators, partners, brokers, and insurance agents). • ensure compliance with awarded contract terms and with all internal and external regulatory requirements.

• Own the full fraud policy lifecycle — spanning identity verification, account opening, deposits, card transactions, and key monetary actions — from signal analysis and risk design through rule implementation, monitoring, iteration, and ongoing optimization • Proactively identify emerging fraud vectors and redesign controls before losses materialize • Support AML rule design, simulation, and governance in partnership with Financial Crimes Compliance • Define the long-term fraud strategy that anchors roadmap priorities across Product and Engineering • Lead fraud initiatives spanning Engineering, Product, Compliance, Fraud Ops, and external partners including Visa and banking partners • Serve as the primary escalation point during fraud incidents and ATO attacks — leading real-time response across teams • Drive alignment on risk decisions that balance fraud exposure, customer experience, and regulatory requirements simultaneously • Build and maintain fraud dashboards enabling real-time monitoring and self-serve analytics • Mentor junior analysts and build knowledge transfer programs to scale fraud capability across the organization

• Estruturar, revisar e evoluir processos operacionais e fluxos de trabalho relacionados à gestão de projetos e operações de CRM; • Apoiar a implementação e sustentação de práticas de governança (rituais, templates, playbooks, procedimentos, controles e documentação); • Garantir a padronização de processos entre diferentes squads e áreas envolvidas (planejamento, CS, criação, BI, delivery e tecnologia); • Atuar no acompanhamento de indicadores operacionais (SLA, throughput, lead time, capacity, retrabalho, entre outros); • Apoiar o controle, organização e priorização do backlog de projetos e demandas; • Mapear oportunidades de melhoria contínua, propondo ajustes em processos, fluxos e rotinas operacionais; • Apoiar a gestão de riscos, dependências e desvios operacionais; • Atuar na organização e evolução de jornadas e fluxos de comunicação (CRM e experiência do cliente); • Apoiar a implementação e evolução de ferramentas de gestão e automação de processos e projetos (ex.: Taskrow, Jira, Pipefy, Hubspot ou similares); • Estruturar e acompanhar reports operacionais e executivos, garantindo visibilidade e suporte à tomada de decisão; • Facilitar a comunicação entre áreas e atuar como ponto de conexão entre times internos e interface com clientes.