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Execute and manage Asia equity orders during local market hours with focus on electronic execution and client service. Monitor overnight orders and positions, troubleshoot OMS/EMS and FIX connectivity, support portfolio trading and allocations, and partner with Ops/Tech/Risk/Compliance to ensure best execution and workflow resiliency.

Provide high-level administrative and operational support to senior executives: manage complex calendars and travel, prepare meeting materials and presentations, coordinate events and logistics, handle confidential records and expense reporting, drive cross-functional initiatives, and improve administrative processes in a fast-paced financial services environment.

Lead Workday reporting operations and governance, manage a small team, build and validate advanced Workday reports and dashboards, maintain documentation and standards, partner with HR and stakeholders to deliver accurate HR reporting and improve data quality.

Lead advanced HR analytics and AI-enabled transformation, build BI dashboards outside Workday, apply statistical and predictive methods, partner with HR and business stakeholders, manage one analyst, ensure data governance and privacy, and communicate insights to senior leaders.

Supervise accounting team to maintain the general ledger, reconcile accounts, prepare management reports, ensure SOX compliance and internal controls, liaise with business units to resolve accounting issues, lead moderate-scope projects, and coach and develop staff.

Support Financial Advisors by conducting company and industry research, building and maintaining financial models, preparing reports and presentations, analyzing portfolio holdings and asset allocation, generating performance and peer‑comparison reports, and assisting in client meetings and customized investment strategy development.

Perform in-depth Enhanced Due Diligence reviews of high-risk clients, analyze ownership, source-of-funds, transactions, and negative media; document findings, ensure regulatory compliance (BSA, PATRIOT Act, OFAC), mentor peers, escalate risks, and support program improvements.

Manage and supervise a team of AML analysts focused on enhanced due diligence. Oversee investigations, develop metrics and reports, provide training and mentoring, escalate AML and reputational risks, ensure compliance with USA PATRIOT Act and related regulations, respond to regulatory inquiries, and maintain AML policy and best-practice knowledge.

Build and maintain production-quality Python code for portfolio construction, optimization, and statistical analysis. Automate investment workflows, validate models, and create interactive visualizations to support investment decision-making and reporting.

Handle new client onboarding and existing account maintenance, troubleshoot documentation mismatches, provide operational support to advisors and clients via phone/email, collaborate with Trade Operations and Business Development to ensure efficient account setup, and perform miscellaneous operational duties to improve client experience.