Top Tech Jobs & Startup Jobs

Manage end-to-end onboarding for institutional, intermediary, high-net-worth, and retail investment clients. Coordinate documentation, investment agreements, AML/KYC reviews, due diligence, account transfers, derivative agreements, system uploads, and LEI renewals. Serve as the primary client contact while partnering with Sales, Legal, Compliance, Operations, Investment, and Client Administration teams to resolve issues, meet deadlines, and deliver a high-quality onboarding experience.

Conduct fundamental equity research for small- and mid-cap growth strategies, generate and evaluate stock ideas, build detailed financial models, monitor portfolio holdings, and communicate investment theses to portfolio managers. The role requires collaboration with research providers, disciplined stock selection, strong market awareness, and the ability to contribute in a fast-paced, high-volume investment environment.

Reviews trade surveillance reports, identifies and escalates compliance exceptions, monitors employee access and communications, supports regulatory inquiries and audits, analyzes compliance data, develops Excel reporting, and contributes to automation and AI-driven compliance initiatives. The role also provides administrative and project support to the compliance department.

Provides technical consulting, project and vendor management, business and data analysis for investment teams. Supports investment technology and data platforms, analyzes security and account data, validates analytics and application enhancements, resolves data issues, develops risk and valuation models, queries databases, creates testing procedures, and trains users on technology tools and reports.