Top Tech Jobs & Startup Jobs

Lead month-end close activities for investment accounting including journal entries, reconciliations, P&L variance analysis, consolidation adjustments, SOX 404 compliance, disclosures, cross-functional liaison, and process improvements.

Perform daily processing and monitoring of mandatory and voluntary corporate action events across asset classes. Confirm events with custodians and internal stakeholders, apply portfolio manager decisions, ensure timely and accurate processing, and support valuation, reporting, and compliance functions.

Support pricing and underwriting of performing and non-performing loan portfolios by building and maintaining cashflow models, performing portfolio performance analysis and reporting, collaborating with analytics and investment teams, and assisting with US-focused loan investment decisions. Develop analytical and commercial skills over time.

Serve insurance clients through day-to-day account servicing, CRM management, prospecting and RFP support. Partner with marketing, product, PM and data science to develop materials, presentations, product composites, SAA/peer analyses, M&A analytics, and executive dashboards. Support business development, events, and cross-team collaboration to win and manage insurer relationships.

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.

Manage San Diego Private Wealth Management client service and sales support teams. Recruit, develop, and oversee associates; partner with advisors and other business units; implement policies and procedures; review transactions and manage operational and client risk; allocate resources and approve exceptions to ensure client service excellence.

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.

Lead AB India's Core Client Reporting team to deliver timely, accurate institutional client reports. Drive strategy, controls, automation, stakeholder management, process improvement, and talent development while overseeing report production, escalations, and platform modernization.

Lead operational resilience and risk across global Investment Management Operations by conducting risk assessments, developing control frameworks, monitoring KRIs, driving remediation, coordinating resiliency testing and governance, and partnering with stakeholders to improve controls, incident analysis, third-party risk, and change-risk reviews.