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Supports compliance reporting, attestations, questionnaires, regulatory inquiries, RFP responses, due diligence, examinations, policy documentation, Code of Ethics administration, compliance testing, and surveillance. The role interprets regulations for business communications, assists with process enhancements and special projects, and collaborates with internal partners and senior compliance professionals within a global asset management firm.

Supports benefits administration, compensation analysis, HRIS data maintenance, payroll activities, reporting, audits, compliance reporting, and HR projects. The role provides broad exposure to total rewards and Human Capital operations while developing expertise in HR systems, reporting, data integrity, and process administration.

Counsel will advise investment, product, distribution, marketing, compliance, and business teams on legal and regulatory matters affecting investment advisers and investment products. Responsibilities include supporting fund structuring and launches, reviewing offering and disclosure documents, assisting with regulatory filings and governance, reviewing marketing materials, monitoring SEC and industry developments, and implementing regulatory changes. The role requires a J.D., bar admission, and 2–5 years of investment funds or corporate and securities law experience.

Supports monthly close, general ledger entries, reconciliations, financial reporting, variance analysis, budgeting, accounts payable, audits, and accounting for fixed assets and leases. Partners across the firm on financial analysis and controls while using Excel, analytics tools, automation, and AI-enabled technologies to improve finance processes and insights.

Leads integrated investment marketing and communications initiatives across thought leadership, digital content, webinars, podcasts, email, social media, public relations, and events. Coordinates cross-functional stakeholders, manages project plans and timelines, oversees content development and compliance approvals, and improves marketing processes. The role requires strong communication, organization, judgment, and experience managing complex projects in investment management.

Perform daily investment valuation, security pricing, fair value analysis, price exception resolution, liquidity reviews, and valuation monitoring. Review NAV calculations, financial and regulatory reports, reconciliations, treasury activities, expenses, and audit inquiries. Oversee pricing vendors, fund administrators, custodians, and other service providers while maintaining controls, documentation, workflows, and quarterly board materials.

Manage the client experience from onboarding through the full lifecycle, including renewals, relationship development, strategic reviews, engagement monitoring, retention planning, and account documentation. Partner with business, investment, distribution, marketing, and operations teams on client needs, sales enablement, outreach, and business development. Use CRM systems, analytics, and digital platforms to identify risks, opportunities, and ways to improve client value and retention.

Manage the client experience from onboarding through the full lifecycle, including renewals, relationship development, strategic reviews, engagement monitoring, retention planning, and account documentation. Partner with business, investment, distribution, marketing, and operations teams on client needs, sales enablement, outreach, and business development. Use CRM systems, analytics, and digital platforms to identify risks, understand engagement, and support expanded client solutions.

Supports Global Distribution by monitoring industry and competitor activity, analyzing investment, performance, fee, flow, and market data, and developing competitive positioning insights. Prepares executive and governance reporting, advises senior sales and business stakeholders, contributes to product and pricing strategy, and partners cross-functionally on growth decisions. Improves and automates research and reporting workflows using approved AI tools while maintaining confidentiality, controls, and compliance.

Develop and support Salesforce Sales platform solutions with a strong focus on UI/UX, Lightning components, Apex, automation, integrations, security, testing, deployment, and production support. Partner with Sales Enablement and enterprise technology teams to translate workflows into scalable solutions. Integrate Salesforce with Snowflake and explore AI-enabled workflows using Agentforce, Snowflake Cortex, Einstein, and related technologies.