Top Tech Jobs & Startup Jobs

Lead and execute institutional sales strategy across Southeast Asia, grow AUM through mandates and relationships, act as senior client-facing representative, coordinate with investment and support teams, prepare sales materials and manage account issues, and travel up to 50% for client engagement and industry events.

Monitor assigned fixed‑income portfolios for compliance with client guidelines, policies, and regulations. Review trading activity, perform pre‑trade what‑if analysis with portfolio managers, conduct monthly and quarterly reviews, resolve compliance issues with internal stakeholders, and assist in migrating compliance systems to Aladdin.

Prepare and review complex federal, state, and local tax returns (individuals, trusts, estates, partnerships, foundations). Manage tax compliance for high-net-worth clients, conduct tax research, coordinate engagement workflows, assist with notices/audits, collaborate with advisors, and ensure timely filing and client communication.

Lead portfolio risk analysis for public and private markets, applying risk analytics, preparing reports, and identifying emerging risks.

Support daily cash management and reconciliations for fixed-income portfolios, coordinate cash movements, investigate and resolve reconciliation breaks, liaise with trading, portfolio management and custodians, assist trade settlement, and contribute to process improvements while meeting deadlines and maintaining accuracy.

Lead a small team to develop strategic audience engagement and communications across social, earned media, thought leadership, events, and digital platforms. Drive messaging, briefs, and campaigns to support sales and FIRST initiatives; manage agencies; integrate AI tools; mentor managers; and explore emerging channels targeting digital-native investors.

Manage and execute digital audience engagement programs for FIRST, including content, campaigns, channel management, vendor relations, compliance submissions, analytics, budgeting, and AI-enabled workflow improvements to drive B2B, B2B2C, and D2C engagement across web, social, and emerging channels.

Oversee US regulatory reporting and preparation of stand-alone audited financials, coordinate with auditors, manage capital transactions and intercompany activity, and provide finance and accounting business support across Investment Advisory, Broker/Dealer, Wealth Management, Transfer Agency, and operations. Handle ad-hoc financial projects, impairment reviews, and process/policy initiatives while ensuring compliance with US GAAP and regulatory requirements.

Support Global Operations by identifying and assessing operational, regulatory, financial, and technology risks; design and test preventive/detective controls; develop and execute risk-based audit programs; partner with business leaders to embed risk management; track remediation and report findings to strengthen the control environment.

Prepare account transition reports for CANVAS platform clients, partner with client service and sales to resolve issues, support Retail and Financial Advisor Services operations, and manage multiple requests accurately in a fast-paced environment.