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The Portfolio Manager is responsible for managing and constructing a long/short equity portfolio, conducting research, and providing updates to the CIO on investment strategies.

Analysts assist in wealth planning by conducting analytics, interpreting data, and supporting advisors in investment recommendations, while also presenting findings to clients.

The OpenEdge Developer supports the maintenance of the Corfax system, troubleshooting software issues, enhancing processes, and training users globally.

Responsible for analyzing, designing, developing, and supporting applications to enhance operational processes for Private Wealth clients and teams. Requires strong skills in C#, .Net, SQL, and web development.

The Financial Reporting Analyst will review and create shareholder reports, communicate GAAP changes, and ensure report accuracy and consistency.

Private Wealth Associates collaborate with Financial Advisors to support client service needs, focusing on asset allocation, portfolio analytics, and wealth planning for high-net-worth individuals. They participate in a comprehensive training program to develop the skills necessary for success in wealth management.

The Financial Control Team Leader supervises a team, ensures deliverable accuracy, manages compliance, and leads process improvements in financial operations.

The Portfolio Analyst will support product development research, portfolio management, tax management analytics, and create marketing materials. Requires strong data analytics skills in financial services.

The role involves monitoring and delivering analytics reports, reviewing accounts, investigating issues, and supporting financial teams with research and insights.

The SMA Analyst provides service and support for fixed income and equity portfolio management, overseeing operations, managing trades, and analyzing accounts for compliance.