This role involves providing high-level administrative and personal assistance to executives, managing schedules, correspondence, travel arrangements, and various office tasks, while ensuring high-quality, error-free work in a fast-paced environment.

The Private Wealth Operations Analyst will assist in setting up accounting systems, preparing personalized financial statements, and managing bank account reconciliations. The role involves collaborating with team members to collect financial data, track contributions, and ensure timely reporting for high-net-worth clients.

Summer Analysts will work on the trading floor and collaborate with Analysts and Portfolio Managers. Responsibilities include implementing investment strategies, conducting data analysis, and researching market transitions, while also participating in educational presentations.

The Investor Relations Analyst will support business development and investor relations by managing communications, producing reports, maintaining the CRM database, and conducting research on prospective investors. The role requires collaboration with the Legal, Compliance, and Operations teams to deliver exceptional client service and prepare materials for investor meetings.

The Personal & Administrative Assistant will provide high-level administrative support to executives, managing their schedules, correspondence, and travel arrangements while handling personal errands and ensuring confidentiality. This role requires strong organizational skills and the ability to work under pressure.