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Manage client billing (daily, quarterly), accounts receivable/payable, monthly close, reconciliations, expense approvals, and financial reporting. Ensure compliance with GAAP and Sarbanes-Oxley, support audits, and deliver reporting to firm leadership and parent company.

Perform daily reconciliation of 6,000+ accounts, valuations, performance reporting, and billing. Troubleshoot custodial and system issues, report operational risks, resolve breaks with trading staff and external parties, and support infrastructure and traders' daily activities.

The Senior Manager of Operations oversees key operational functions across Compliance, Management, Trading, and Performance, driving process excellence and ensuring robust controls. They partner closely with various teams, manage daily operations, and mentor staff for continuous improvement.

Execute, allocate, and reconcile trades across 7,000+ client accounts; research and resolve trade/position breaks; maintain trade execution data and performance composites; develop and maintain automation for operations and trading using Visual Basic and/or Python; cross-train on portfolio reconciliation and cash/transaction issue resolution with custodians.

The Director, Institutional Consulting is responsible for expanding the client base, driving revenue, and fostering relationships with institutional investors and financial advisors within the Houston area, utilizing industry knowledge and sales expertise.

Seeking a Director, Institutional Consulting to drive business growth by promoting investment strategies, managing client relationships, achieving sales targets, and collaborating with internal teams.

The Director of Institutional Consulting will expand client relationships, drive sales revenue, and promote investment strategies to institutional investors. Responsibilities include developing sales strategies, managing client relationships, and collaborating with internal teams.

Manage and grow an inherited high-net-worth client book: consolidate assets, drive revenue, onboard clients, prepare review presentations and proposals, coordinate with trading/operations, and maintain proactive client communications and relationship management.

The Investment Analytics Associate is responsible for maintaining data cleanliness and reliability, assisting with performance calculations, and collaborating with auditors to verify performance.

Lead Portfolio Manager responsible for portfolio rebalancing, daily management, process improvements, and interfacing with other departments, requiring strong analytical skills and experience in quantitative investing.