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Develop allocation methodologies and drivers using OFSAA, Oracle Fusion PCM, DRM, HFM, SQL Developer, and Essbase. Support expense billing, client profitability, P&L reporting, management reporting, and actual, budget, and forecast closing cycles. Maintain reference data, validate data quality, research issues with SQL, resolve ad hoc queries, and collaborate with finance, business, BFO, controller, and cross-functional teams.

Assesses the design and operating effectiveness of IT controls throughout audit planning, fieldwork, reporting, risk assessment, and remediation testing. Documents audit work, identifies technology risks and control concerns, communicates findings to audit teams and clients, and collaborates with stakeholders to deliver assignments on time. The role also develops expertise in IT audit methodology, cybersecurity, technology risks, and control frameworks.

Build and maintain scalable Python-based ETL pipelines and cloud data-processing solutions. Develop orchestration and transformation workflows, ensure data quality through testing and monitoring, and create production-ready datasets for business intelligence and machine learning. Collaborate with data scientists, analysts, and stakeholders to translate requirements into technical solutions, while supporting critical scripts, AI models, and data operations.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.

Lead and manage wealth management strategy engagements: define scope, develop hypotheses, oversee analyses, craft executive presentations, advise senior leaders, and manage and develop junior team members to deliver strategic, financial, and operating model recommendations.

Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.

Lead a wealth management team to build and maintain client relationships, develop customized investment and financial plans, drive business growth and referrals, ensure compliance, perform investment research, and manage team performance and development.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies. Serve as primary client contact, collaborate with specialists, expand existing relationships, and proactively grow your practice through consultative sales and comprehensive wealth management solutions.

Supports institutional fundraising and investor relations through roadshow calendar management, CRM tracking, investor research, marketing materials, presentations, performance tables, and due diligence responses. Assists with investor inquiries, RFI/RFP/DDQ completion, meeting follow-ups, and quarterly reporting coordination with compliance and client service teams. The internship requires strong Excel and PowerPoint skills, communication, organization, accountability, and urgency.