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Reposted 28 Days AgoSaved
In-Office
3 Locations
140K-155K Annually
Senior level
140K-155K Annually
Senior level
Fintech
Own a portfolio of Copilot Studio AI agents from ideation to production, define vision and success metrics, translate asset management workflows into requirements, ensure secure compliant data integrations, design prompts and RAG strategies, partner with engineers and stakeholders, and monitor agent performance and adoption.
Top Skills: BloombergCustom ConnectorsGpt-4O)JSONLlms (E.G.Microsoft Copilot StudioMicrosoft Power PlatformMorningstarOauthPower AutomateRetrieval-Augmented Generation (Rag)Service Principals
29 Days AgoSaved
In-Office
Charlottetown, PE, CAN
52K-58K Annually
Mid level
52K-58K Annually
Mid level
Fintech
Design, develop, and deploy interactive Power BI dashboards and reports. Collaborate with business analysts to translate requirements into UX wireframes, implement row-level security, configure gateways and M scripts, write complex DAX, use R for data manipulation, and apply Power BI AI/GenAI features to surface actionable KPIs.
Top Skills: DaxExcelGenai (Power Bi Ai Features)Microsoft Bi StackPhotoshopPower BIPower Bi GatewayPower Query M (M Scripting)R
29 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Fintech
Develop, test, and support SharePoint Online and Power Platform solutions. Follow SDLC, perform unit and QA testing, review peers' work, assist UAT, provide third-tier support, and administer Microsoft 365 services (Exchange Online, OneDrive, Teams, Entra ID).
Top Skills: .NetCSSEntra IdExchange OnlineJSONMicrosoft 365OnedrivePower AutomatePower PlatformPowershellSharegateSharepoint Admin CenterSharepoint OnlineTeamsWeb ServicesXML
29 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead preparation and filing of global regulatory and substantial shareholder reports. Support compliance for SEC, CFTC/NFA, FINRA and Form PF, document controls, respond to regulatory inquiries, monitor trading-related controls, collaborate with global compliance teams, and maintain compliance procedures and testing.
Top Skills: BloombergCharles RiverMS Office
29 Days AgoSaved
In-Office
Atlanta, GA, USA
Senior level
Senior level
Fintech
Lead North American front office controls assurance efforts, deliver and develop RCSAs, engage investment teams, document controls, identify gaps and partner with Legal, Audit, Risk, Compliance, Operations and Technology to strengthen control environment.
Top Skills: Automation ToolsData Analysis ToolsExcelMS OfficeWorkflow Tools
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29 Days AgoSaved
In-Office
New York, NY, USA
105K-112K Annually
Senior level
105K-112K Annually
Senior level
Fintech
Support Client Portfolio Managers by producing customized client/prospect materials, investment commentary, market insights, and thought leadership. Prepare meeting materials, assist roadshows, coordinate with product, legal, compliance, and marketing, and deliver client-facing analytics and competitive analysis to support retention and acquisition.
Top Skills: BloombergMS OfficeMorningstar
29 Days AgoSaved
In-Office
Hyderabad, Telangana, IND
Entry level
Entry level
Fintech
Participate in process training to gain subject-matter expertise; assess and process client requests per departmental procedures; meet quality, productivity and efficiency metrics; collaborate with team and stakeholders; contribute to process improvements and upskill on new work types while taking ownership of assigned tasks.
Top Skills: Windows
29 Days AgoSaved
In-Office
4 Locations
110K-120K Annually
Senior level
110K-120K Annually
Senior level
Fintech
Build and maintain consultative relationships with high-end RIAs across a multi-state territory to grow Invesco product holdings. Deliver presentations, implement data-driven client segmentation and territory sales plans, mentor advisors, and execute strategic travel to support sales growth, retention, and brand awareness.
Top Skills: Webex
29 Days AgoSaved
In-Office
2 Locations
125K-155K Annually
Senior level
125K-155K Annually
Senior level
Fintech
Lead execution of strategic initiatives for Invesco's SMA platform. Scope and manage product, system, and custodian onboardings; define technical and functional requirements; engage vendors; improve reporting and dashboards; partner with Investments, Technology, and COO to prioritize roadmap and drive efficiency.
Top Skills: EzeInvestortoolsSalesforceSs&C Advent
Reposted 29 Days AgoSaved
Remote
Hong Kong
Expert/Leader
Expert/Leader
Fintech
Lead local technology delivery and operations across Hong Kong and Singapore, aligning business requirements with global standards. Build stakeholder relationships, drive change and transformation programmes, embed AI/DLT/quantum solutions, ensure cybersecurity and business continuity, manage regulatory and client engagements, and develop a high-performing local technology team to deliver commercial outcomes.
Top Skills: AICyber SecurityDltQuantum Computing
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