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The role involves managing a client administration team and ensuring high standards of administration for a diverse client portfolio, supporting senior leadership, and engaging in regulatory awareness and risk management.

Responsible for providing technical expertise in private wealth services, guiding compliance matters, and developing training materials. Monitors regulations and implements best practices, without supervisory duties.

Lead financial operations including vendor payments, budgeting, cash management, and oversee fund administration, audits, and tax filings while managing client relationships.

Lead financial operations including vendor payments and budgeting, manage relationships with fund administrators, and support audits and tax filings.

Lead core financial operations including budgeting, cash management, vendor payments, and oversee fund administrator client relationships and reporting.

The Risk Associate will manage investment risk, oversee trading systems, prepare risk reports, and support a strong risk management culture within the firm.

The analyst will develop and support business solutions and reports, manage applications and systems, and collaborate with stakeholders to identify requirements and enhance processes.

The role involves supporting project management in advisory services for clients in finance, conducting document reviews, and identifying process improvements.

The Senior Associate in Advisory Services will manage project timelines, review fund documents, enhance processes, and collaborate effectively within the Advisory team.

The role involves project management, document reviews, client interactions, process improvements, and working alongside an Advisory Services team to ensure compliance and efficiency in loan transaction reviews.