The Investment Risk Analyst will support risk management, assess investment risks, develop risk reports, and collaborate with teams on investment strategies and compliance with regulations.

Administrative Assistants partner with Wealth Advisors, managing client meetings, communication, and various administrative tasks to enhance productivity and service.

The Administrative Assistant will provide high-quality support to investment professionals by managing calendars, organizing meetings, arranging travel, and preparing materials for presentations.

The ETF Specialist drives ETF sales, develops client relationships, presents product updates, creates content, and manages ETF platforms for investment firms.

The Private Wealth Operations Associate will support Wealth Advisors by managing client services, operational tasks, and reporting, while also participating in a comprehensive training program.

Provide legal and regulatory compliance guidance, perform research, draft documents, and liaise with in-house and outside counsel for a global investment management firm.

The Regional Manager will generate sales with financial advisors, maintain budgets, build relationships, and drive growth in the assigned territory.

The Private Wealth Operations Associate supports Financial Advisors and clients by managing operational tasks, ensuring service excellence, and participating in a comprehensive training program.

Monitor and analyze portfolio companies, maintain financial reporting models, conduct research, and support the credit team with valuation and deal work.

Design and develop reports and database objects for proprietary applications, focusing on SQL Server and related technologies while optimizing database performance.

The Strategic Program Lead manages complex projects supporting enterprise-wide priorities, ensuring success through strong stakeholder engagement and project planning.

The Strategic Program Lead manages complex projects across various teams, focusing on strategic initiatives and ensuring stakeholder alignment and project success.

Coordinate marketing activities for the team, providing administrative support to senior staff, managing calendars, preparing materials, and facilitating communications.

The Marketing Automation Lead will enhance lead generation and account-based marketing campaigns, collaborating with various teams on email and automation strategies.

The role involves managing the Risk Management Team, overseeing risk initiatives, creating risk dashboards, and enhancing risk oversight frameworks.

The Proposal Writer will manage the preparation of DDQs and maintain database profiles to support client service and retention for institutional clients.

Support investment professionals by managing calendars, travel, and meetings. Prepare documents and presentations, ensuring timely administrative support.

The Private Wealth Operations Associate supports Wealth Advisors with client service management, operational tasks, and maintains relationships with clients and internal teams while undergoing a comprehensive training program.

The Analyst will support trade operations by allocating, confirming, and rebooking trades, while ensuring settlement issues are resolved.

The role involves developing tools for options strategies, conducting factor research, and integrating data for systematic investment processes, utilizing programming expertise in Python and SQL.