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Manages strategic relationships with financial intermediary firms across wealth and retirement products. Partners with account teams to develop business plans, identify client solutions, promote internal initiatives, deliver workshops and training, and provide service and education. Requires strong communication, business development, sales support, organization, compliance knowledge, and frequent stakeholder engagement. Travel may reach 25%.

Lead the design, implementation, and governance of enterprise AI integrations using Microsoft Copilot, Azure AI Foundry, Power Platform, APIs, connectors, MCP, retrieval architectures, and workflow automation. Partner with application, product, security, legal, privacy, compliance, and data teams to deliver scalable, secure agentic solutions. Establish reusable engineering patterns, monitoring, governance, lifecycle practices, and operational standards while mentoring engineers and evaluating emerging AI technologies.

Conduct bottom-up fundamental equity research and financial analysis to support investment decisions. Responsibilities include researching companies and industries, building financial models, monitoring holdings, developing investment ideas, preparing reports and visualizations, and meeting with company management, sell-side firms, and industry experts. The role supports investment professionals, contributes to the investment process, and grows in complexity with mentorship.

Leads investment operations capabilities across cash management, cash projections, foreign currency activity, position enablement, and investment data. Oversees people, processes, risk, controls, technology, and continuous improvement to deliver reliable service and scalable outcomes. Builds partnerships across investment, business, technology, and external provider teams while developing talent, managing change, and strengthening operational resiliency in a global asset management environment.

Own the vision, strategy, roadmap, architecture, and delivery of a shared AI enablement platform and AI seller-assist products. Define reusable AI services, governed data and content capabilities, orchestration, retrieval, guardrails, evaluation, and builder tools. Lead discovery, prioritization, launch readiness, adoption, monitoring, and performance measurement while aligning business, product, engineering, data science, legal, risk, and compliance stakeholders across the organization.

Design, develop, and govern enterprise AI and productivity solutions using Microsoft Power Platform and Copilot Studio. Lead architecture, ALM, CI/CD, integrations, governance, security, and responsible AI practices. Build AI agents, custom connectors, and automation using Microsoft and Azure technologies. Partner with stakeholders, influence technical strategy, optimize platform adoption and costs, support solution lifecycles, and mentor engineers.

Designs, integrates, operates, and continuously improves enterprise security platforms. Responsibilities include security monitoring, incident management, platform integrations, automation, log onboarding, alert correlation, detection tuning, SLA adherence, capacity planning, 24x7 support, and creation of security metrics, dashboards, and executive reports. Partners with cybersecurity, infrastructure, application, and engineering teams to improve security visibility, operational resilience, and the organization’s security posture.

The CAP Associate conducts original investment research, analyzes industries and long-term trends, develops differentiated perspectives, and presents well-supported recommendations to experienced investors. Associates participate in a selective global rotation program, collaborate with analysts and portfolio managers, and strengthen research, judgment, quantitative and qualitative analysis, and communication skills. The role is intended for final-year undergraduate or non-MBA master's students, or candidates with up to one year of related post-graduation experience.

Provides compliance oversight for marketing and sales literature involving investment vehicles such as ETFs, mutual funds, alternative investments, SMAs, and CITs. Reviews communications for securities advertising compliance, advises marketing stakeholders on regulatory requirements and disclosures, evaluates recordkeeping, maintains review controls, identifies risks, and recommends process improvements. Collaborates with legal, compliance, and risk teams while managing priorities and deadlines in a regulated investment environment.

Leads highly complex, cross-functional technology programs and strategic transformation initiatives within the Enterprise Change Office. Partners with senior business and technology leaders to deliver enterprise outcomes, establish governance, manage stakeholders, resolve risks, and drive executive decisions. Develops high-performing teams, navigates ambiguity, adapts delivery methodologies, and translates business strategy into actionable plans and measurable results across areas such as artificial intelligence, information security, risk, and cloud computing.