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The Financial Advisory Analyst aids in client relationship management by preparing financial analyses, monitoring investment performance, and participatin in client interactions and trading activities.

The Senior Solutions Engineer will collaborate with stakeholders to create scalable solutions, manage Salesforce projects, and enhance operations through AI integrations.

Lead technology transformation initiatives, executing a multi-year strategy in collaboration with corporate functions to streamline processes and enhance decision-making.

The Senior Administrative Assistant supports a Firm Partner by managing complex calendars, coordinating travel, maintaining data systems, and improving administrative processes.

Provide high-touch executive support to senior Capital Markets leaders: manage complex global calendars, coordinate domestic and international travel, organize meetings and materials, maintain Salesforce records, process expenses, support team initiatives and special projects, and deliver discreet, proactive assistance including occasional outside-business-hours support.

Lead and scale Studio operations by designing project management processes, intake/prioritization workflows, AI-enabled automation, playbooks, and dashboards. Partner with Studio leadership, Technology, and vendors to translate strategy into actionable plans, improve cross-functional coordination, and measure project health and team capacity.

Lead and scale talent operations across recruiting, learning, development, and talent programs. Build processes, optimize talent technology, manage vendors, drive cross-functional projects, maintain data governance and reporting, and lead change management and adoption efforts.

Support relationship management for high- and ultra-high-net-worth clients by preparing balance sheets, performing asset-allocation and ad hoc financial analyses, monitoring investment performance, managing quarterly portfolio reports, coordinating client tax data, participating in equity and option trading, and supporting private investments and family-office operations.

The Financial Advisory Senior Associate will manage client relationships, prepare financial analyses, monitor investment performance, and support portfolio construction and trading activities for high net worth clients.

The Senior Analyst in Financial Advisory prepares client balance sheets, monitors investment performance, develops portfolio strategies, and assists in estate planning.