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The Portfolio Specialist supports portfolio managers by facilitating communications with clients and consultants, ensuring investment strategies are effectively represented. This role involves maintaining knowledge of investment strategies, educating staff, and traveling for client meetings.

The Sr. Administrative Assistant supports investment professionals by managing calendars, coordinating meetings and events, arranging travel, processing expenses, and performing administrative tasks in a fast-paced environment.

The Client Account Manager maintains communication with clients, supports service strategy development, and resolves client issues related to retirement plans.

The Senior Analyst will support the firm's AI strategy, ensuring compliance controls align with regulatory expectations, and lead compliance monitoring for AI-related risks.

Analyze non-bank Financials, conduct company due diligence, recommend stocks to Portfolio Managers, and provide ongoing feedback on stock performance.

The Associate Analyst conducts ESG analysis, supports equity and credit research, and produces sustainability research notes. Responsibilities include analyzing large datasets, attending industry conferences, and collaborating with investment teams on sustainability integration.

The Portfolio Specialist supports portfolio managers by engaging with clients and consultants, maintaining knowledge of investment strategies, and ensuring effective communication of performance and decisions.

The Product Analyst will enhance customer engagement for digital products, analyze user feedback, and support product development through data insights and user story creation.

The role involves analyzing high yield bonds, financial modeling, capital structure analysis, and developing investment recommendations while monitoring industry trends and engaging with company management.

The Internal Wholesaler will support financial advisors, manage relationships, and drive sales in collaboration with external sales partners, contributing to overall territory success.