Underwrite and evaluate private equity and junior capital investments via quantitative and qualitative analysis; prepare investment memoranda; monitor portfolio performance; support due diligence; source deal flow and manage sponsor/intermediary relationships.

The Senior Complex Resolution Analyst manages complex global and plan-level adjustments, oversees remediation projects, analyzes data, and reports system issues with minimal supervision.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.

The Wealth Management Client Relationship Manager fosters client relations, assists wealth management advisors, and supports high-net-worth clients in achieving financial goals, while managing a book of assigned clients and ensuring regulatory compliance.

The role involves full stack development, focusing on UI, business logic, and data layers, while collaborating with partners to deliver technical solutions.

The Senior Technical Writer develops and edits technical documents, ensures quality standards, and fosters business partnerships for process improvements.

Lead and develop the India Product & Business Development team, deliver competitive research, Salesforce analytics, product proficiency programs, and lifecycle operations. Drive quality controls, coordinate with on/offshore leadership, coach managers, and present data-driven insights to executive stakeholders.

The Financial Consultant provides financial counseling, product education, manages participant interactions, and develops client relationships to meet financial goals.

The Internal Auditor performs complex audits, reviews financial and operational systems, analyzes data, and documents findings while ensuring compliance with regulations.

The Senior Manager, Transaction Management oversees loan origination and underwriting for C-PACE financing, handling deal execution and client relationships while supporting team analysis.

The Financial Consultant provides financial counseling and planning advice, assists with product purchases, and ensures client satisfaction through communication and strategic solutions.

The Associate is responsible for identifying investment opportunities in C-PACE lending, assisting loan origination, underwriting, and managing transactions to support project financing.

Serve as a contingent senior project manager supporting digital and client experience projects. Collect and analyze financial and operational data, assess costs/benefits/risks, prepare analyses and progress reports, support project administration and process improvements, and track deliverables against timelines.

The UX Lead Specialist role focuses on collaboration with technology, product, and marketing teams to enhance user experience and achieve business goals. Responsibilities include business planning, project duties, and accountability for quality results.

The Individual Financial Consultant provides retirement education, advice on investment needs, and manages client interactions to ensure a good experience and meet sales goals.

Serve as a technical lead for IT infrastructure incidents and operations: analyze networks, firewalls, servers, OS, and applications; manage installs, upgrades, outages, and configuration changes; automate routine tasks via scripting; publish metrics; communicate risks to senior management; mentor junior staff and ensure on-time delivery of projects and operational commitments.

The Virtual Financial Consultant provides financial planning advice to clients in multiple languages, focusing on retirement plans and investment options, while ensuring exceptional customer service.

Provide virtual financial counseling on TIAA products, educate clients on investment options, and maintain relationships with plan sponsors.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned book, support financial plan implementation, coordinate asset consolidation, and deliver investment and planning solutions while obtaining required registrations and licenses.

The OCFO India Trainee will gain experience in financial services, assist with clerical duties, attend company functions, and shadow various roles over a 10-week internship.