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Serve as liaison between Capital Partners systems and business groups; define and document functional requirements; analyze workflows; support SDLC activities including prototyping, configuration, testing, and UAT; use SQL/BI tools for data validation; manage project efforts and deliver user training and documentation.

Manage ultra-high-net-worth client relationships, focusing on service, portfolio management, business development, and investment execution while ensuring compliance and risk management.

The Incident Response Manager leads the incident response program, coordinates cyber events, enhances documentation, conducts exercises, and trains employees.

The role involves supervising financial reporting and expense administration, managing team operations, ensuring regulatory compliance, and communicating with clients and auditors.

Lead strategy and investment governance for Investor Services, prioritizing the investment portfolio, aligning product and business strategy, driving disciplined investment decisions, integrating insights across finance/risk/product, influencing senior stakeholders, and managing one direct report to deliver enterprise-level strategic outcomes.

Support, develop, test, and maintain enterprise applications and vendor platforms. Provide application and end-user support, analyze workflows and data, write code and test plans, document requirements and interfaces, coordinate releases and vendor remediation, and drive process improvements and automation.

Lead systems analysis for the Security Master File (SMF) and GoldenSource portfolio: gather and translate requirements, create functional/system design documents, coordinate projects and SDLC activities, support integration and user acceptance testing, write integration test cases, research backend data with SQL, liaise with stakeholders and vendors, and mentor team members while driving process improvements.

Lead design, implementation, optimization, and administration of enterprise storage for IBM Z and distributed environments. Ensure availability, resiliency, recoverability, and performance; drive modernization, disaster recovery, data protection, security controls, incident response, and mentor junior staff while maintaining runbooks and standards.

Develop subject-matter expertise across fixed income, credit alternatives, and public equity strategies to support client relationships and drive growth. Produce sales content, RFP responses, market and product updates, and quantitative portfolio and competitive analyses. Collaborate with investment, client service, marketing, risk, and compliance teams to support product positioning, new product initiatives, and ad-hoc projects.

The Operations Lead Specialist Trade Management assists in managing complex client transactions, resolves issues, improves processes, and ensures compliance with market standards while enhancing client experience.