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Support administrative and operational functions for fiduciary solutions: verify and file client agreements, manage complex billing and invoicing, maintain records, resolve billing issues, perform data entry, and provide status updates to supervisors while completing tasks with minimal supervision.

Support the CIO/Director of Quantitative Research by operating, documenting, and improving quantitative finance processes (asset allocation, capital market assumptions, performance attribution, glide paths, simulation-based optimization). Update client deliverables, develop new quantitative tools using statistical, risk management, and simulation methods, and communicate results to investment professionals to inform policy and investment decisions.

Lead and manage the firms compliance programs including Code of Ethics, AML/KYC review, trade surveillance, marketing review, policy and training development, vendor and technology oversight, regulatory filings, and integration of AI and automation to improve compliance efficiency.

Lead and enhance the firms ERM framework and provide independent oversight of investment and portfolio risks. Identify, assess, monitor, and report strategic, operational, regulatory, technology, and investment risks; develop KRIs and risk appetite metrics; prepare executive and board risk reports; perform stress testing and scenario analysis; and partner with portfolio managers while maintaining independent oversight.

Oversee institutional fixed income trading desk operations and supervision, monitor real-time and end-of-day trading for risks and policy breaches, approve high-risk orders, process and reconcile trades and fund movements, maintain written supervisory procedures, support regulatory inquiries and internal audits, and provide compliance guidance to traders, sales, accounting, and legal teams.

Sell municipal fixed-income products to institutional clients by building long-term relationships, marketing new-issue and inventory securities, coordinating with traders and underwriters, generating revenue, sourcing bond-sale opportunities, providing market intelligence, and participating in business development and client meetings.