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3 Days Ago
Boston, MA, USA
177 Employees
150K-175K Annually
Senior level
177 Employees
150K-175K Annually
Senior level
Financial Services
The Product Specialist will support equity products, focusing on U.S. small-cap and small/mid-cap equity strategies. Responsibilities include generating content, collaborating on business initiatives, providing insights for clients, conducting research on market trends, and developing training for team members.
3 Days Ago
Los Angeles, CA, USA
177 Employees
70K-97K Annually
Mid level
177 Employees
70K-97K Annually
Mid level
Financial Services
The Associate, Compliance will assist in managing compliance with regulatory policies, oversee the Code of Ethics disclosures, review compliance of marketing materials, manage client compliance reporting, and ensure adherence to investment regulations. This role requires strong analytical skills and the ability to work independently.
3 Days Ago
Newport Beach, CA, USA
177 Employees
75K-85K Annually
Entry level
177 Employees
75K-85K Annually
Entry level
Financial Services
The Client Portfolio Associate will assist the Investment Team with client-related projects, analyzing performance, and acting as a liaison between departments. Responsibilities include preparing presentations, managing meetings, helping with RFP processes, and creating client publications.
3 Days Ago
Los Angeles, CA, USA
177 Employees
90K-120K Annually
Mid level
177 Employees
90K-120K Annually
Mid level
Financial Services
The Senior Accountant ensures accuracy and compliance of financial operations, manages the full cycle of general ledger accounting, prepares financial statements and management reports, oversees accounts payable and budget analysis, participates in audits, and provides mentorship to team members.
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