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Reposted 23 Hours AgoSaved
In-Office
New York, NY, USA
120K-140K Annually
Senior level
120K-140K Annually
Senior level
Financial Services
Provide high-touch executive support to senior Capital Markets leaders: manage complex global calendars, coordinate domestic and international travel, organize meetings and materials, maintain Salesforce records, process expenses, support team initiatives and special projects, and deliver discreet, proactive assistance including occasional outside-business-hours support.
Top Skills: Ai ToolsMS OfficeSalesforce
Reposted 23 Hours AgoSaved
In-Office
San Francisco, CA, USA
150K-170K Annually
Senior level
150K-170K Annually
Senior level
Financial Services
Lead and scale Studio operations by designing project management processes, intake/prioritization workflows, AI-enabled automation, playbooks, and dashboards. Partner with Studio leadership, Technology, and vendors to translate strategy into actionable plans, improve cross-functional coordination, and measure project health and team capacity.
Top Skills: ChatgptClaudeGreenhouseExcelPowerPoint
4 Days AgoSaved
In-Office
New York, NY, USA
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Financial Services
Lead and scale talent operations across recruiting, learning, development, and talent programs. Build processes, optimize talent technology, manage vendors, drive cross-functional projects, maintain data governance and reporting, and lead change management and adoption efforts.
Top Skills: Greenhouse
5 Days AgoSaved
In-Office
2 Locations
95K-95K Annually
Entry level
95K-95K Annually
Entry level
Financial Services
Support relationship management for high- and ultra-high-net-worth clients by preparing balance sheets, performing asset-allocation and ad hoc financial analyses, monitoring investment performance, managing quarterly portfolio reports, coordinating client tax data, participating in equity and option trading, and supporting private investments and family-office operations.
Top Skills: Ai ToolsExcelMicrosoft PowerpointMicrosoft Word
Reposted 7 Days AgoSaved
In-Office
San Francisco, CA, USA
170K-245K Annually
Senior level
170K-245K Annually
Senior level
Financial Services
The Financial Advisory Senior Associate will manage client relationships, prepare financial analyses, monitor investment performance, and support portfolio construction and trading activities for high net worth clients.
Top Skills: Investment ManagementMacroeconomicsPortfolio Construction
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Reposted 7 Days AgoSaved
In-Office
San Francisco, CA, USA
110K-150K Annually
Mid level
110K-150K Annually
Mid level
Financial Services
The Senior Analyst in Financial Advisory prepares client balance sheets, monitors investment performance, develops portfolio strategies, and assists in estate planning.
Top Skills: Estate PlanningFinancial AnalysisInvestment ManagementPerformance MonitoringPortfolio Construction
Reposted 9 Days AgoSaved
In-Office
San Francisco, CA, USA
180K-210K Annually
Senior level
180K-210K Annually
Senior level
Financial Services
Provide hands-on legal and compliance advice on U.S. securities and investment advisory laws, support international regulatory matters, monitor rulemaking, assist with regulatory inquiries and audits, partner on policy and training, and deliver general counsel support across funds, corporate, contracts, and investment matters.
Reposted 10 Days AgoSaved
In-Office
New York, NY, USA
120K-130K Annually
Mid level
120K-130K Annually
Mid level
Financial Services
As a Senior Analyst, you will analyze portfolio data, optimize monitoring infrastructure, support strategic initiatives, and enhance AI strategies for operational excellence.
Top Skills: Analytics ToolsArtificial IntelligenceData AnalysisData ModelingData Visualization
Reposted 11 Days AgoSaved
In-Office
San Francisco, CA, USA
110K-120K Annually
Junior
110K-120K Annually
Junior
Financial Services
The Senior Analyst will drive strategic value by partnering with executives, mapping networks, supporting portfolio growth efforts, and providing market insights.
Top Skills: ExcelGoogle WorkspacePowerPointSalesforce
13 Days AgoSaved
In-Office
San Francisco, CA, USA
80K-90K Annually
Junior
80K-90K Annually
Junior
Financial Services
Provide administrative and operational support to client teams serving high-net-worth families: prepare and facilitate signatures for legal documents, liaise with external advisors, maintain electronic records and project trackers, and assist with client projects and internal processes to improve efficiency.
Top Skills: Ai ToolsGreenhouse
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