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The Middle Office Senior Specialist coordinates SMA operations, ensuring compliance and efficiency across trading and reporting, while collaborating with internal teams and external partners.

The consultant will support security initiatives through training and awareness, conducting phishing tests, creating presentations, and collaborating across teams to promote security best practices.

The eLearning Specialist designs, develops, and implements eLearning programs, collaborating with experts to create engaging content that enhances employee learning and growth.

The analyst will support fundamental research analysis in investment grade credit, assist senior analysts, and participate in financial modeling and sector reviews.

The Lead Financial Analyst performs financial analysis, reporting, forecasting, and modeling to support business decisions while ensuring accurate reporting and strong internal controls.

Directs financial reporting functions, ensuring compliance with regulations, manages team and budget, presents financial analyses to management.

This entry-level analyst role supports private market strategies in investment management, focusing on trade settlements and client communications. Responsibilities include coordinating capital calls, managing wire instructions, and interacting with clients and trading partners.

This entry-level role supports the Global Technology team by conducting company and industry research, generating investment ideas, creating financial models, and collaborating with senior analysts.

Lead the Compass Intelligence Framework initiative to enhance relationship intelligence in Wealth, Health, and Retail sectors, driving strategic leadership and collaboration across teams.

Support client servicing for various financial relationships, ensure accuracy in client data, communicate portfolio needs, and collaborate with team members.