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Lead monthly and periodic closings, prepare financial statements and disclosures, coordinate audits and tax filings, perform US GAAP consolidation and expense analysis, calculate and bill management and performance fees, manage AP vendor relationships, and support global LEC system implementations.

The Senior Relationship Manager leads PAM client relationships, focuses on wealth strategy, investment implementation, and client growth through effective communication and organized client engagement activities.

Conduct fundamental credit analysis and generate investment ideas for tax-exempt and taxable municipal bond portfolios. Build financial models, write credit reports, present recommendations, and use data and emerging AI/automation tools to improve research, workflow automation, monitoring, and idea generation. Maintain sector relationships and collaborate with portfolio managers.

The role involves designing, developing, and deploying AI systems, collaborating on workflows, integrating large language models, and ensuring high-quality code following best practices.

The role involves managing business continuity and operational resilience, including crisis management, disaster recovery, and third-party risk management, while collaborating with technology and business teams.

Perform origination, underwriting, and monitoring of investment-grade private placements (4a2), including credit analysis, financial modeling, due diligence, and documentation review. Prepare investment memos and present recommendations, actively monitor portfolio credits, manage relationships with sponsors and banks, identify secondary trading opportunities, support business development with sales and marketing, and collaborate with legal, compliance, and risk teams.

Support private equity transactions by coordinating and preparing transaction documentation, organizing and overseeing closings, maintaining closing sets and formation documents, responding to AML requests, liaising with counsel and clients, and handling ad hoc legal projects.

Assist in fundraising processes, manage capital activities, update marketing materials, analyze data, and coordinate communications for PIPCO platform.

The EMEA Resilience Lead manages operational resilience policies, enhances resilience programs, conducts scenario testing, oversees Business Continuity planning, and coordinates with IT Risk and information security teams.

Support wealth management account opening, maintenance, and document-driven workflows. Reconcile daily breaks with custodians, review and disposition documents in workflow tool, action account maintenance requests, and review/setup third-party data feeds. Provide high‑level client service in a high-volume team environment.