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Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.

Support the Portfolio Management team by helping adopt the centralized Corient Investment Platform, analyze client portfolios, run transition plans, perform data analytics on investment strategies, and assist in creating client/advisor education and marketing materials. Gain exposure to traditional and alternative investments and build investment knowledge.

Lead procurement cost-optimization and vendor rationalization initiatives by analyzing spend, contracts, and market trends. Support supplier strategies and high-value negotiations, build executive reporting and business cases, drive projects from concept to implementation, and track realized savings and operational improvements while advising business leaders cross-functionally.

Prepare and distribute client billing statements, coordinate fee debits and rebates, manage aged receivables, maintain billing data in portfolio systems, update client billing information, and provide periodic revenue reporting to leadership.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; perform tax research; manage tax files and client data; assist with notices and support tax planning for high-net-worth clients.

Prepare financial plans and preliminary recommendations for Wealth Advisors by collecting and analyzing client financial data. Create visuals, perform tax, estate, insurance, charitable and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, maintain CRM workflows, and support the Wealth Planning Team in client meetings and portfolio recommendations.

Lead security tooling operations, incident response, threat hunting, vulnerability management, and scripting/automation. Evaluate and deploy security technologies, mentor junior staff, remediate vulnerabilities, and leverage threat intelligence to reduce attack surface and improve organizational security posture.

Support integrated digital marketing activities including website governance, social media, webinars and vendor coordination. Project-manage deliverables, conduct market research and competitive analysis, improve processes, and collaborate with internal stakeholders and compliance.

Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.

As a Financial Reporting Director, you will manage international business consolidation, implement financial reporting tools, assess technical accounting for global transactions, and ensure internal controls over financial reporting are effective.