Top Tech Jobs & Startup Jobs

Support Financial Advisors by conducting company and industry research, building and maintaining financial models, preparing reports and presentations, analyzing portfolio holdings and performance, assisting with asset allocation and investment strategy, and producing periodic and ad hoc investment analytics for high-net-worth and institutional clients.

Support Financial Advisor by analyzing client portfolios, developing tailored financial, retirement, insurance, estate and education plans, preparing presentations, coordinating client communications, and ensuring compliance.

Senior HP NonStop engineer responsible for developing, maintaining, and modernizing back-office applications (ACATS, MAT). Work across the SDLC: design, code, test, debug, implement, document, support, and troubleshoot. May lead projects, recommend technologies, collaborate with distributed teams, and participate in on-call rotation and occasional non-standard shifts.

Perform end-to-end marketing analytics: define and maintain KPIs, run SQL analyses, build Tableau dashboards, apply diagnostic and predictive techniques, and present actionable insights to marketing and product stakeholders to improve campaign performance and operational efficiency.

Lead end-to-end mutual fund operations including trade execution, settlement, reconciliations, corporate actions, product/setup onboarding, vendor and fund relationship management, regulatory compliance, budgeting, and project portfolio oversight. Drive strategy, performance management, succession planning, and industry advocacy while partnering with stakeholders to ensure operational readiness and scalability.

Support RIA & Custody Services by identifying, assessing, and reporting operational and regulatory risks. Conduct due diligence, evaluate controls, analyze data for trends, partner with stakeholders to improve workflows, and maintain knowledge of custody/clearing regulations and market events.

Trainee participates in a structured Advisor Mastery Program to develop advisory, sales, investment management, and client service skills. Responsibilities include prospecting, building a book of business, managing client relationships, recommending suitable investments, completing licensing and program training, and meeting production and AUM targets under mentor supervision.

The Associate Financial Planner will assist in account management, support advisors, conduct research, prepare client files, ensure compliance, and aid in client communications and presentations.

The Associate Relationship Manager manages customer relationships and sales calls, develops strategies, and analyzes trends to meet sales goals in the financial services sector.

The Quantitative Developer designs and develops systems, analyzes datasets, builds optimization models, and creates dashboards to support investment decisions.