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Partner with business stakeholders to gather and document functional and non-functional requirements, translate needs into system specifications and process flows, support solution design and delivery, validate requirements during testing, assist UAT and implementation planning, and provide ongoing support for enhancements, defects, and change requests.

Senior hands-on leader bridging system analysis and quality engineering for Alpha/Middle Office platforms. Own requirement lifecycle, translate business needs into functional specs and acceptance criteria, drive end-to-end testing strategy and test automation (functional, integration, regression, performance), manage SA and QA teams (onshore/offshore), standardize SDLC, monitor quality metrics, and ensure production-quality delivery in cloud-native, event-driven environments.

The Managing Director will lead the Transfer Agency function, ensuring high-quality service delivery, client engagement, team development, and operational excellence within Private Markets.

Serve as primary contact for RIA partners across phone, email, and digital channels. Handle account servicing, transaction processing across asset classes, triage and escalate complex issues, manage cases in Salesforce Service Cloud, support onboarding and documentation, and identify process improvements to enhance service quality and digital adoption.

Support data collection, validation, and performance reporting for alternative investment administration. Prepare scheduled and ad-hoc reports, perform quality control, resolve data issues, liaise with investment managers, and assist with client and systems conversions and special projects.

The Lead Software Engineer will oversee architecture, design scalable data pipelines, support AI/ML feature sets, and manage client info delivery.

The Portfolio Solutions Sales VP is responsible for expanding the client base in terms of Outsourced Trading and related services while collaborating across other product offerings to drive sales.

Lead enterprise Data & AI strategy and act as product and portfolio owner for all Data & AI initiatives. Define strategy, create product-aligned roadmaps, track delivery and value realization, govern portfolio discipline, and produce executive/investor/client communications. Build and lead a small team to ensure roadmap execution, prioritization, and fact-based reporting of outcomes.

Oversee day-to-day mutual fund transfer agency and intermediary operations, manage transfer agent relationships, review intermediary payments and contracts, prepare board reporting, support client service, ensure governance and controls, and drive process improvements and audit readiness.

Lead end-to-end talent acquisition and internal mobility efforts: consult with hiring managers, develop sourcing and selection strategies, build internal/external pipelines, coach interview teams, manage candidate communications, and deliver a positive hiring experience.