Top Tech Jobs & Startup Jobs

Handle client inquiries and process financial and non-financial transactions for mutual fund accounts. Research exceptions, resolve rejected transactions, document interactions, escalate issues, meet productivity and quality standards, and support process improvements and team initiatives.

Lead identification and redesign of high-impact workflows across Investor Engagement using AI and automation. Build, prototype, and deploy scalable AI-enabled solutions, improve dashboards and reporting, quantify business impact, and drive adoption through training, governance, and cross-functional collaboration with Technology, Data, Risk, and Compliance.

Manage and monitor ETF portfolio rebalances, cash flows, index/model updates and daily oversight of positions, exposures, cash, and tracking error. Resolve guideline breaches and data discrepancies, coordinate with Trading on execution, support new account onboarding and ETF launches, perform quality checks, drive process improvements and automation, and coach junior team members.

The Senior Analyst supports Oracle Cloud ERP enhancements and Finance applications, conducts impact analysis, and fosters relationships with teams while providing operational support.

The Head of Accounting & Treasury will oversee financial strategy, manage operations, guide on complex transactions, and ensure accounting standards for private credit funds.

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.

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.

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).

Perform daily cash and position reconciliations between internal and external data, investigate and resolve breaks, oversee service provider reconciliation activities, monitor SLAs/KPIs, manage ticketing/workflow, coordinate ad hoc analyses and special reconciliations, liaise with stakeholders, monitor portfolio cash levels, and maintain reconciliation documentation.

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.