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Support Financial Advisors/Private Wealth Advisors by building client relationships, preparing client reports and financial plans, executing digital and in-person marketing, participating in client meetings, performing clerical transaction support, and helping optimize business practice efficiencies. Serve as a client-facing member of the service team and participate in firm initiatives and special projects.

Wealth Management Analysts support Financial Advisors in client service and business development, including financial planning and reporting.

Lead detection, management and resolution of major IT incidents across a global, follow-the-sun support model. Coordinate technical teams and business stakeholders, manage incident communications and debriefs for senior management, drive root-cause analysis and remediation, provide on-call/out-of-hours support, and improve incident controls and processes.

As a Senior Full Stack Agentic AI Developer, you will design and implement scalable solutions, collaborate globally, and leverage GenAI tools to enhance AI development capabilities.

Supports Japan equity syndicate transactions from structuring through closing, coordinating internal and external stakeholders, settlement, controls, reconciliations, risk escalation, and deal management. The role requires knowledge of Japan equity settlements and clearing systems, strong communication, attention to detail, organization, and the ability to work under pressure. It also contributes to transformation initiatives focused on automation, governance, and risk management.

Own the strategy, roadmap, delivery, governance, and continuous improvement of a client-facing MFA platform across web and mobile channels. Lead cross-functional teams across engineering, cybersecurity, fraud, risk, compliance, legal, design, analytics, and operations. Manage authentication capabilities, security controls, privacy, client experience, adoption, operational readiness, metrics, and regulatory requirements while reducing fraud and account takeover risk.

Support Greater China semiconductor equity research by conducting market and data analysis, developing hypotheses, mining primary/secondary research, presenting findings, and collaborating with analysts to integrate insights into publications while staying current on industry and macro trends.

Provides daily client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movement, answering account questions, entering client and account data, supporting portfolio research and meeting preparation, educating clients on digital tools, managing calendars and travel logistics, preparing expenses, handling calls, and assisting with marketing and business-plan activities. Requires strong organization, interpersonal, writing, client service, Microsoft Office, multitasking, and collaboration skills.

Produce consolidated actual, budget, and forecast reporting for the Infrastructure Finance team. Support finance transformation, streamline FP&A processes, expand reporting, manage project milestones and risks, and identify opportunities to apply AI and automation to planning workflows. Collaborate with global Finance stakeholders, communicate insights clearly, maintain risk and regulatory controls, and work accurately across complex datasets.

Supports onboarding, servicing, and operational processing for tailored lending loans. Responsibilities include loan documentation review, disbursement and payment control, reconciliation, document management, issue resolution, audit support, control-report review, metrics maintenance, policy updates, project testing, and automation initiatives. The role coordinates with internal teams and external vendors while maintaining strong controls, service quality, accuracy, and timely execution in a fast-paced environment.