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The Head of Trading will lead the trading function, manage a team, drive execution excellence, modernize operations, and ensure compliance in a growing firm.

The Compliance Analyst will support the Chief Compliance Officer, implement compliance programs, conduct audits, and prepare regulatory filings. Interaction with stakeholders and managing large data sets are key responsibilities.

Oversee billing operations and collection processes, maintain billing systems, ensure accurate financial reporting, and drive process improvements.

Provide legal support for private funds, focusing on compliance, investment opportunities, and transactional documentation, collaborating with various teams and outside counsel.

The Bookkeeping Administrative Associate supports the Bill Pay team, manages client invoices, assists with bookkeeping tasks, and maintains filing systems.

The Office Administrator is responsible for managing front desk duties, providing administrative support, coordinating meetings, assisting with travel arrangements, and performing clerical tasks.

The Client Portfolio Manager will oversee custom client portfolios, manage client relationships, provide investment advice, and collaborate with teams to align client objectives with firm standards, requiring extensive investment knowledge and experience.

Serve as a client-facing VP on a relationship team, managing investment and financial plans, preparing presentations and reports, supporting client meetings and inquiries, driving process improvements, and aiding new business development.