Top Tech Jobs & Startup Jobs

The Investment Management Specialist is responsible for defining investment management philosophies, managing client portfolios, delivering tailored investment solutions, and preparing performance review reports for clients.

Provide client service support to Financial Advisors by managing client requests, ensuring accurate client materials, promoting banking and investment offerings, maintaining client relationships, and supporting day-to-day team operations to meet operational excellence and risk guidelines.

The Project Manager will oversee and ensure successful delivery of complex Global Markets initiatives, collaborating with various departments and managing multiple priorities.

This role involves acquiring new clients, deepening relationships, and managing client processes in Private Banking. Responsibilities include business development, providing integrated solutions, and ensuring client retention.

Lead treasury product sales and account management for middle-market technology clients, driving revenue, product penetration, pricing, RFP responses, and client-facing presentations. Partner with bankers and product specialists to design treasury solutions, coach analysts, manage risk, and support implementation while pursuing portfolio growth and strategic client relationships.

Support Financial Advisors by providing client service, managing client requests, preparing accurate client materials, promoting banking offerings, ensuring compliance with policies, and covering team needs to deliver excellent client experiences.

The Infrastructure Engineer will design and deploy CTI Platform services, develop Infrastructure-as-Code solutions, and improve service reliability through automation and collaboration, promoting DevOps best practices.

Provide comprehensive financial and investment advice to clients, triage leads, build financial plans using brokerage products, refer to internal partners, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration when mortgage origination applies).

Manage donor-advised fund and philanthropic trust account operations, ensuring fiduciary compliance with laws and CGF/IRS guidelines. Support account opening/closing, money movement, due diligence, legal/transaction review, and high-volume client inquiries. Collaborate with sales, fiduciary, vendor partners, and internal teams to resolve issues, mitigate risk, and deliver excellent service, especially during year-end giving season.

Conduct financial modeling and valuation for US automotive companies, produce industry and company research reports, maintain databases, support client interactions, attend conferences and plant tours, and respond to investor inquiries while collaborating with senior analysts to develop themes and investment ideas.