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The Senior Paraplanner provides paraplanning services and strategic advice support, generates tailored documents, coaches junior members, and prepares financial analyses.

Senior Investment Operations Analyst responsible for maintaining portfolio and transaction data integrity, performing daily reconciliations, resolving trade and data exceptions, managing operational risk, supporting projects, and partnering with internal teams and external custodians and vendors.

Support senior leaders with administrative tasks, manage schedules, coordinate meetings, and maintain efficient operations in a fast-paced environment.

The Associate will support Advisers by coordinating documentation, managing appointments, maintaining client records, and ensuring compliance while providing exceptional client service in a wealth management environment.

The Fund Operations Analyst supports fund operations including oversight of service providers, managing day-to-day responsibilities, and assisting with regulatory filings and reporting.

The role involves designing, implementing, and supporting Microsoft-based workplace solutions, managing service escalations, and developing automation artifacts.

Support sales and investment professionals by analyzing client data, coordinating meetings, assisting with sales activity, and improving operational efficiency.

As an ESG Analyst, you'll conduct research on ESG risks and opportunities, analyze sustainability factors, and support investment decision-making while embedding AI tools in workflows.

The Compliance Manager will design and implement risk and compliance activities, support regulatory change, enhance compliance policies, and work closely with stakeholders to ensure effective governance and compliance monitoring.

The role involves designing, building, and operating cloud solutions on Microsoft Azure, ensuring alignment with security standards and business strategies, while providing L2/L3 support and automation using DevOps practices.