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The Client Reporting Senior Data Analyst will produce monthly, quarterly, and ad-hoc reports for institutional clients, focusing on data integrity and performance metrics related to various investment strategies. Responsibilities include preparing custom reports and collaborating with various teams to streamline reporting processes and improve data accuracy.

The role involves client service, prospecting for new business opportunities, assistance in product management, and marketing support within the Insurance Strategy Team. Responsibilities include managing client accounts, preparing client materials, developing marketing content, and collaborating with various teams to support insurance clients.

The Private Wealth Associate collaborates with Financial Advisors to provide world-class client service, asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients. This role focuses on building relationships, ensuring client needs are met, and participating in a comprehensive training program to enhance investment knowledge and professional skills.

The Private Wealth Operations Associate supports Wealth Advisors by managing client service processes, including performance reporting, account maintenance, and operational tasks. This role requires collaboration with Client Service Associates and networking with senior professionals to ensure exceptional service and timely task completion.

The Reconciliation Analyst will manage daily reconciliation activities, oversee controls, collaborate with stakeholders, participate in audits, manage vendor relations, and lead efficiency projects. This role offers substantial interaction with internal and external parties, problem-solving opportunities, and aims to develop strategic leadership skills.

The Pricing Operations Analyst will support the Pricing and Valuations Department, coordinating projects, improving processes for pricing and reporting, researching quality control outliers, and maintaining databases to assist in compliance and performance reporting.

The Derivative Reconciliation Analyst will manage derivative trade exposure and perform cash reconciliation for OTC derivatives related to Rates, Credit, Equity, and FX. They will ensure accurate and efficient workflows by liaising with front office and counterparty contacts, and assist in process improvement projects.