Emily Roehr
Salt Lake City,UT
Summary
Experienced Financial Services Professional with 10+ years experience in team leadership, client relationship management, and business strategy. Skilled in building high-performing teams, driving business growth, and optimizing processes. Proven ability to lead, develop client relationships, and align operations with business goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Vice President: Equity Derivatives Risk Middle Office; Global Banking & Markets
Goldman Sachs
09.2023 - Current
- Manage high-performing Middle Office Team, providing coaching, feedback, and professional development opportunities. Lead the mid-year/year-end review process, setting and tracking team and individual goals. Led all eligible employees to promotion in last performance cycle.
- Support allocation, issue resolution, and new business demands for top firm clients, including onboarding of new business to vendor platforms.
- Leverage continuous improvement strategies to increase operational efficiency. Completed projects include uplifting manual client allocations to strategic tooling, eliminating manual broker trade recap review, and resolving sticky flow issues to reduce manual intervention rates.
- Run cross-functional risk meeting with Senior Trading Desk Leadership, including tracking and reporting on KRIs, OKRs, and status of any RCSA action items.
Vice President: Liquidity Management Operations; Corporate Treasury
Goldman Sachs
03.2022 - 09.2023
- Managed firm liquidity through projection frameworks, cash movements, and strategic trade execution
- Oversaw the Federal Reserve Discount Window (FDW) program and Federal Home Loan Bank (FHLB) Borrowing programs; worked cross functionally with business units, legal, compliance, and broader Corporate Treasury to maintain access to borrowing programs and increase borrowing capacity
- Coordinated annual Internal Audit of regulatory borrowing programs, as well as annual review documentation submitted to Federal Reserve and FHLB
- Trained teammates and documented all procedures related to FDW and FHLB programs
Vice President: Portfolio Reconciliation & Valuations Operations
Goldman Sachs
12.2019 - 03.2022
- Managed team of six locally; acted as primary escalation point for clients and senior business partners across the firm
- Owned relationships with firm top 100 clients, ensuring exceptional service delivery through responsiveness, high-quality communication, and custom solutions to meet the unique needs of clients and investment advisors
- Acted as Valuations SME, responsible for driving global team strategy, creating OKRS, and interpreting impact of new regulations on team, as well as partnering with engineering to define business requirements for tech enhancements to ensure compliance
- Facilitated weekly global risk meeting, highlighting risk events, KRI breaches, and high-volume client disputes to senior management
Senior Associate: Portfolio Reconciliation & Valuations Operations
Goldman Sachs
12.2018 - 12.2019
Associate: Portfolio Reconciliation & Valuations Operations
Goldman Sachs
07.2017 - 12.2018
Project Manager: Payments Risk Management-Data Security
Discover Financial Services
07.2016 - 07.2017
- Managed the Discover Information Security Compliance (DISC) Program specifically related to PCI Compliance for over 1,500 Merchants, Service Providers, and Acquirers
- Developed and facilitated trainings for partners on PCI and Data Security Risk; represented Discover at industry conferences and events
- Created and enhanced Data Security team operating procedures
Associate: Enterprise Risk Management Leadership
Discover Financial Services
07.2014 - 07.2016
- Contributed to three teams through an Enterprise Risk Focused Rotational Program, encompassing the three lines of defense.
- Executed full-cycle audits, from planning and risk assessment to fieldwork, reporting, and follow-up on findings, ensuring compliance with industry standards and internal controls within Internal Audit Department
- Used LEAN Principles to lead business units through uplift of RCSA programming in Corporate Risk Management
- Managed the PCI Compliance Program for Discover Network, including representing company at the annual PCI Conference within Payments Risk Management
Education
Bachelors of Business Administration (BS) - Risk Management And Insurance; Finance
University of Wisconsin, Madison
Madison, WISkills
- Client Service
- Team leadership
- Complex Problem-solving
- Strategic Communication
- Recruiting and hiring
- Process improvement
- Training and mentoring
- Policy and procedure development
- Risk Management
Leadership
- Nominated as representative for Global Banking and Markets Division on VP Advisory Council. Highlights included coordinating trainings, networking events, and new VP orientation event.
- Selected as co-head of Campus Recruiting for Global Banking and Markets locally. Partner with HR to facilitate resume review, interviewing, team placement, onboarding, and networking opportunities for Summer Analysts and New Grad hires.
- Alumna of Women's Strategic Career Initiative Program (GS), recognizing exceptional leadership potential
- Head of local Equity Culture Initiative; create inclusive programming focused on building community, highlighting mobility opportunities, and career growth within department
Certification
- Operational Risk Management Certificate- PRMIA- 2017
- Global Information Security Fundamentals- GIAC- 2017
- Lean Six Sigma Change Agent- Discover Financial Services- 2016
- Internal Security Assessor- PCI- 2015
Websites
Timeline
Vice President: Equity Derivatives Risk Middle Office; Global Banking & Markets
Goldman Sachs
09.2023 - Current
Vice President: Liquidity Management Operations; Corporate Treasury
Goldman Sachs
03.2022 - 09.2023
Vice President: Portfolio Reconciliation & Valuations Operations
Goldman Sachs
12.2019 - 03.2022
Senior Associate: Portfolio Reconciliation & Valuations Operations
Goldman Sachs
12.2018 - 12.2019
Associate: Portfolio Reconciliation & Valuations Operations
Goldman Sachs
07.2017 - 12.2018
Project Manager: Payments Risk Management-Data Security
Discover Financial Services
07.2016 - 07.2017
Associate: Enterprise Risk Management Leadership
Discover Financial Services
07.2014 - 07.2016
Bachelors of Business Administration (BS) - Risk Management And Insurance; Finance
University of Wisconsin, Madison
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