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Lead investment strategy and oversight for private wealth teams. Support Financial Advisors by developing asset allocation models, selecting and evaluating managers, producing client reports, and managing reporting and performance metrics. Participate in client meetings and coordinate team business matters.

Portfolio Management Associates provide client service support to Financial Advisors, assisting with financial plans and investment strategies, report preparation, and market research.

The role involves drafting and negotiating legal trading documentation, specifically ISDA Master Agreements and repo agreements, while collaborating with various stakeholders and ensuring compliance with policies.

Support the Treasury Quantitative Strategists team by developing and maintaining P&L, risk, NII, liquidity models, hedge accounting, funds transfer pricing and monitoring tools. Collaborate with Business, IT and model control to deliver regulatory and internal reports, adhering to risk and regulatory standards and firm policies.

Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, executing administrative and digital marketing tasks, producing client reports and financial plans, and training or backing up client service functions using firm systems.

Support first-line incident and fraud risk management for U.S. Banks by performing incident analysis, maintaining compliance with operational risk policies, producing metrics and reports for senior management and regulators, and collaborating across stakeholders to ensure consistent oversight and quality assurance.

Manage end-to-end delivery of automated integrations (API or SFTP) between payroll/HR/tax vendors and Shareworks or Equity Edge Online. Provide SME support on equity compensation, lead cross-functional testing, document requirements, drive vendor/client communications, and manage project plans, risks, and third-party engagements.

The Relationship Manager is responsible for developing client relationships with Ultra High Net Worth investors, advising on investment strategies, and managing brokerage and asset management businesses.

As a Quantitative Developer, you will build high-performance trading applications, optimize frameworks, and enhance pricing models, collaborating with traders and researchers.

The Investment Due Diligence Analyst leads the due diligence for investment managers focusing on fixed income strategies, supports investment officers, analyzes performance, and prepares reports for internal committees.