Manage portfolios for high net worth clients, develop investment strategies, grow client relationships, and lead business development efforts.

The OCIO Relationship Manager leads client service for OCIO clients, managing relationships, meetings, and operational tasks while enhancing client experience.

The Application Support Analyst will manage daily support for Addepar, resolving issues, automating solutions with Python, and enhancing business processes.

The Private Client Relationship Advisor manages client service for high net worth individuals, collaborating with internal and external contacts to ensure exceptional client experiences and effective account management.

As a Business Intelligence Specialist, you will lead projects for improved reporting, analyze investment data, and enhance processes using Snowflake and Tableau. You will also produce analytics for stakeholders and ensure data governance for compliance reporting.

Manage portfolios for sophisticated clients, providing investment insights, ensuring financial analysis, and fostering client relationships. Oversee portfolio management activities and support investment strategies alongside team members.

The Associate Portfolio Manager will manage client portfolios, analyze financial information, support investment processes, and develop client materials while ensuring strong relationship management.

The Research Analyst will conduct investment diligence, manage existing investments, perform market research, and communicate insights to stakeholders.

The Private Client Relationship Associate will manage client requests, account administration, and collaborate with internal teams to ensure top-quality client service.

Manage client services for high-net-worth families, ensuring effective communication and administration including account maintenance and fiduciary issues.

The advisor will manage client onboarding, address fiduciary issues, coordinate with other teams, and maintain strong client relationships while supporting junior colleagues.

The Investment Research Analyst will support a Family Office CIO by managing portfolios, conducting due diligence on investments, and generating investment ideas.

The Tax Director provides tax expertise and strategies for fiduciary income tax matters, collaborates with internal teams, and manages compliance processes.

Oversee composite performance, ensure GIPS compliance, manage vendor relationships, and guide junior staff. Requires strong analytical and communication skills.

The Alternative Investment Fund Tax Manager will ensure accurate tax filings, coordinate with service providers, and conduct tax research related to alternative investment funds.

Manage client onboarding, address inquiries, coordinate investment and trust activities, and build relationships with clients and advisors.

The Strategic Advisor will provide holistic financial guidance, manage client relationships, and coordinate with various advisors on wealth management planning topics.

The Senior Investment Risk Analyst will analyze investment risks, develop analytical solutions, mentor team members, and communicate findings with leadership.

The Marketing Strategist will create and implement messaging strategies, develop marketing materials and campaigns, and analyze performance in the Private Investments team.

Support the client's complex reporting needs through managing the Addepar portfolio system, client onboarding, and enhancing operational processes.