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Lead portfolio risk analysis for public and private markets, applying risk analytics, preparing reports, and identifying emerging risks.

The Quantitative Portfolio Manager will develop and manage systematic equity strategies, focusing on portfolio construction, risk management, and alpha research to align with client objectives.

Serve as a product specialist for FTIS multi-asset model portfolios and ETFs, representing investment philosophy and performance. Support business development with ~50% travel, engage and support field sales and financial advisors, respond to on-demand inquiries, and prepare/execute client and sales meetings. Leverage investment strategy, portfolio construction knowledge, and analytics tools.

Support Global Operations by identifying and assessing operational, regulatory, financial, and technology risks; design and test preventive/detective controls; develop and execute risk-based audit programs; partner with business leaders to embed risk management; track remediation and report findings to strengthen the control environment.

Oversee US regulatory reporting and preparation of stand-alone audited financials, coordinate with auditors, manage capital transactions and intercompany activity, and provide finance and accounting business support across Investment Advisory, Broker/Dealer, Wealth Management, Transfer Agency, and operations. Handle ad-hoc financial projects, impairment reviews, and process/policy initiatives while ensuring compliance with US GAAP and regulatory requirements.

Coordinate high-touch onboarding for HNW/UHNW clients from account initiation through activation. Serve as primary client contact, manage KYC/AML reviews, partner with front office, operations, and compliance, support process improvements, and maintain confidentiality while ensuring efficient, accurate onboarding.

The Director will provide strategic insights and analysis on sales flows, product performance, and market dynamics, guiding decision-making for the Global Client Group. They will lead a small team and support executive communication related to earnings and strategic planning.

The Equity Research Analyst conducts fundamental analysis of biotech and pharmaceutical companies, identifies investment opportunities, and communicates findings through reports, requiring expertise in equity investment and analysis.

The Enterprise Data Specialist will facilitate data solutions, support governance, and enhance data usage across business lines while ensuring data quality and compliance with standards.

The Senior Relationship Manager will manage client accounts, providing education, planning strategies, and ensuring satisfaction through collaboration across wealth management services.