Top Tech Jobs & Startup Jobs

Provide technical fiduciary and private client tax expertise: review trust and foundation returns, oversee third-party preparers, conduct tax research, resolve notices, review trust documents, coordinate with advisors, and support process improvements and training.

Designs, maintains, and troubleshoots enterprise networking and cloud security across on-prem, data center, and Azure environments. Supports switching, routing, firewalls, SASE/SSE, Zero Trust, hybrid connectivity, monitoring, and automation. Responds to escalations, develops runbooks and architecture documentation, and participates in modernization and security reviews.

The Private Client Relationship Advisor will handle client service activities for high net worth families, collaborate with outside advisors, manage client communication, and ensure trust administration.

Support portfolio management for individual, family, trust, and institutional clients by analyzing equities, fixed income, and alternative investments; develop and implement client-specific strategies; prepare reports and materials; assist trading, reporting, and client communications; cultivate client and internal relationships; and identify process improvements and technology enhancements including AI-enabled tools.

The Relationship Manager will manage institutional clients, ensuring quality service, resolving inquiries, and collaborating with internal teams to strengthen relationships and deliver investment strategies.

Manage and deliver technology projects across application and infrastructure initiatives for investment management. Establish governance, detailed project plans, stakeholder communications, risk management, vendor oversight, requirements gathering, business process analysis, and translate requirements into development/user story increments. Support portfolio reporting and implement project portfolio tools and dashboards.

Support and own Addepar operational processes for large, complex client relationships. On-board clients, build alternative transactions, create/validate alternative assets, generate recurring and ad-hoc reports, analyze portfolio data, troubleshoot reporting issues, manage reporting projects, document processes, and ensure data governance and timely delivery.

The Senior Accountant manages daily financial transactions, prepares journal entries, conducts account reconciliations, performs variance analysis, and supports financial reporting and compliance tasks while striving for accuracy and process improvements.

The Senior Financial Analyst will engage in financial reporting, analysis, forecasting, and support various FP&A projects while fostering collaboration.

Handle reconciliation processes, manage corporate actions, ensure accurate financial records, and identify process improvements for operational efficiency.