Teams at Aquarian Holdings

Supports corporate development and strategic opportunities teams by evaluating acquisitions and investments across financial services. Responsibilities include financial modeling, valuation, transaction analysis, due diligence, investment committee materials, transaction execution, advisor coordination, regulatory monitoring, and portfolio oversight. The role requires collaboration with senior leadership, legal, finance, investment operations, and external advisors.

Supports institutional clients by coordinating portfolio inquiries, preparing reporting packages and presentations, monitoring investment guideline compliance, assisting regulatory reporting, improving workflows, and maintaining marketing materials. The role collaborates with investment, operations, legal, and compliance teams while developing foundational expertise in asset management, fixed income, portfolio oversight, and client service.

Manage front desk and visitor operations for a corporate office, including guest check-in, badge issuance, host notifications, wayfinding, phone and inbox coverage, conference-room calendars, vendor access, and departure support. Coordinate with security, executive assistants, workplace services, and hospitality teams to deliver polished guest experiences. Resolve service issues, protect confidential information, and follow security, emergency-response, and incident procedures while rotating between opening and closing shifts.