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The Senior Analyst in Financial Advisory prepares client balance sheets, monitors investment performance, develops portfolio strategies, and assists in estate planning.

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.

Lead the design and delivery of scalable multi-platform solutions, overseeing the software development lifecycle and driving AI-enabled innovations while mentoring an engineering team.

The Senior Analyst will lead strategic initiatives in compensation and people operations, optimizing processes and enhancing employee experiences through project management and data analysis.

Partner with investment, client service, risk, and tech teams to centralize and automate fund data ingestion, ensure data quality and governance, reconcile portfolio accounting (valuations, capital calls, distributions), support client reporting and analytics, and help build APIs and automation tools to support reporting and regulatory needs.

This role involves driving opportunity creation through market research, analyzing key prospect materials, and crafting tailored narratives to enhance business development efforts.