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The Investment Strategist role involves conducting macroeconomic research, analyzing financial markets, and providing investment recommendations to clients, while engaging in client communications and supporting asset allocation decisions.

The Administrative Assistant will support the Client Advisory Team by managing client communications, preparing documents, handling cash management, and organizing meetings.

The Executive Assistant provides high-level administrative support to the equity investment department, coordinating schedules, managing logistics, and preparing materials for meetings and presentations.

The Compensation Manager designs and manages compensation programs, ensuring competitiveness and alignment with business strategies while enhancing employee engagement.

The FP&A Associate will perform expense analysis, financial modeling, variance analysis, and prepare materials for board presentations, focusing on expense management and long-term financial planning.

The Content Writer develops high-quality content for diverse channels, focusing on financial storytelling, digital strategy, and brand building while collaborating with senior leaders and stakeholders.

The Senior Client Advisor develops client relationships, oversees account service delivery, and manages a team to provide financial services and solutions.

The Client Advisor develops and maintains relationships with ultra-high net worth clients, coordinating services in areas like investment management and trust administration.