Top Tech Jobs & Startup Jobs

Support corporate accounting and financial analysis for an asset management firm. Assist month‑end and quarter‑end close, prepare reconciliations, journal entries, and accruals. Maintain SOX/ICFR controls, support audits, prepare treasury schedules, assist payment processing, coordinate with FP&A, Tax, and Treasury, and recommend process improvements.

Serve as a subject-matter expert for preferred securities and listed real estate strategies, supporting senior specialists, liaising with portfolio managers, distribution, and marketing, presenting to clients, responding to RFPs, delivering internal training, and helping drive client acquisition and retention.

Lead development and integration of the Salesforce CRM ecosystem, building Azure- and Fabric-based services and applications. Collaborate with Sales, Finance, Marketing and others to design enhancements, resolve data and application issues, support business users, manage vendors, and shape CRM strategy and workflows.

Owns governance, quality, mastering, and lifecycle management of client and intermediary data across Salesforce, MDM platforms, and external data sources. Oversees data feeds, reconciliations, reporting workflows, vendor relationships, matching logic, survivorship rules, documentation, and issue resolution. Partners with Distribution, Marketing, Product, Technology, and leadership to improve data integrity, reporting automation, platform integration, and client intelligence capabilities.

Provide application support for trading and non-trading systems, resolve application errors and data issues, assist with testing, data migration and deployments, document processes and bugs, automate jobs via scripts and stored procedures, and communicate status to users and management.

Provides legal counsel to the institutional asset management business and capital markets investment teams. Responsibilities include negotiating investment management agreements, supporting collective investment vehicles and sub-advisory relationships, reviewing offering documents and corporate actions, negotiating securities transactions, advising compliance on regulatory and investment matters, overseeing service providers, and leading legal projects. The role requires an experienced in-house attorney with asset management or private fund expertise.

Develop and manage strategic relationships with national broker-dealer and investment advisor clients. Drive distribution strategy, direct sales, platform placements, research recommendations, model allocations, asset growth, and retention. Prepare client materials, support due diligence and account management, negotiate contracts, coordinate internal teams, and expand firm visibility through data-informed and digital marketing initiatives. The role requires senior financial services experience, securities licenses, strong alternatives knowledge, and frequent New York City office presence.

Partner with institutional leadership to build scalable sales infrastructure, reporting, and analytics. Develop KPIs, forecasting, pipeline discipline, CRM and BI solutions, and cross-functional initiatives to improve institutional distribution effectiveness and growth.

Support and execute firm-wide growth and platform expansion initiatives through research, financial modeling, acquisition and partnership evaluation, stakeholder coordination, transaction support, and preparation of executive-level strategy materials. Drive workplans, progress tracking, and measurable outcomes aligned with revenue growth and market presence goals.

Manage and implement regulatory compliance programs for investment advisers and funds under Rule 38a-1 and Rule 206(4)-7. Perform testing/monitoring, update policies, conduct due diligence on service providers, administer oversight of intermediaries, assist with filings and examinations, review personal trading and electronic communications, and report findings to senior management and boards.