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Lead strategic client engagements for high-value public sector retirement plans, deliver analytics and Visual Analytics dashboards, present investment reports, mentor junior staff, conduct plan reviews, and provide strategic recommendations to optimize plan design and investment strategy.

Provide analytical, operational, and administrative support to Equity Fund Managers, including portfolio monitoring, performance attribution, benchmarking, risk analysis, due diligence, investment reporting, and preparation of investor and marketing materials. Coordinate with internal teams, participate in manager meetings, and assist with portfolio changes and compliance tracking.

The Compliance Officer ensures compliance with securities laws, supports policy development, performs compliance reviews, prepares documentation, and delivers training.

The Manager, Compliance oversees compliance activities, manages a team, ensures regulatory adherence, coordinates regulatory exams, and supports business units.

The Associate Manager, Financial Planning engages NYC Deferred Compensation Plan participants through seminars and financial planning sessions, enhancing relationships and promoting plan growth.