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Provide client service support to Financial Advisors for high-net-worth clients, including portfolio analysis, account maintenance, meeting preparation, asset allocation recommendations, and relationship-building. Participate in a comprehensive Associate Development Program to develop investment, wealth-planning, and client service skills, with opportunities for advancement.

Support Responsible Investing by building and maintaining ESG data tools, dashboards and automated workflows; produce quantitative ESG research and factor backtests; translate thematic research into investment implications; coordinate with data vendors, IT, and stakeholders; apply AI tools to improve processes; and support stewardship, reporting and ad hoc portfolio analyses.

Lead India finance operations including financial close, reporting under Ind AS/IGAAP/IFRS, treasury and cash management, direct and indirect tax compliance, transfer pricing, audits, ICFR/SOX controls, and business partnering. Manage audits, regulatory compliance, and mentor finance team to ensure accurate financial statements and strong internal controls.

The Private Wealth Support Associate supports Wealth Advisors, manages client services, prepares meetings, and ensures operational accuracy within a fast-paced environment.

Manage and optimize the Salesforce CRM for the Client Group: triage production support, administer users and security, configure objects/flows/reports/dashboards, manage releases and CI/CD pipelines, ensure data quality, and support business users globally.