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Reposted 16 Days AgoSaved
In-Office
Atlanta, GA, USA
Mid level
Mid level
Fintech
The Senior Analyst supports Oracle Cloud ERP enhancements and Finance applications, conducts impact analysis, and fosters relationships with teams while providing operational support.
Top Skills: FdiOracle Cloud ErpOtbiSap ConcurSQL
Reposted 16 Days AgoSaved
In-Office
3 Locations
200K-225K Annually
Senior level
200K-225K Annually
Senior level
Fintech
The Head of Accounting & Treasury will oversee financial strategy, manage operations, guide on complex transactions, and ensure accounting standards for private credit funds.
Top Skills: AccountingFund AdministrationTreasury Management
Reposted 16 Days AgoSaved
In-Office
3 Locations
140K-155K Annually
Senior level
140K-155K Annually
Senior level
Fintech
Own a portfolio of Copilot Studio AI agents from ideation to production, define vision and success metrics, translate asset management workflows into requirements, ensure secure compliant data integrations, design prompts and RAG strategies, partner with engineers and stakeholders, and monitor agent performance and adoption.
Top Skills: BloombergCustom ConnectorsGpt-4O)JSONLlms (E.G.Microsoft Copilot StudioMicrosoft Power PlatformMorningstarOauthPower AutomateRetrieval-Augmented Generation (Rag)Service Principals
17 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Fintech
Develop, test, and support SharePoint Online and Power Platform solutions. Follow SDLC, perform unit and QA testing, review peers' work, assist UAT, provide third-tier support, and administer Microsoft 365 services (Exchange Online, OneDrive, Teams, Entra ID).
Top Skills: .NetCSSEntra IdExchange OnlineJSONMicrosoft 365OnedrivePower AutomatePower PlatformPowershellSharegateSharepoint Admin CenterSharepoint OnlineTeamsWeb ServicesXML
17 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead preparation and filing of global regulatory and substantial shareholder reports. Support compliance for SEC, CFTC/NFA, FINRA and Form PF, document controls, respond to regulatory inquiries, monitor trading-related controls, collaborate with global compliance teams, and maintain compliance procedures and testing.
Top Skills: BloombergCharles RiverMS Office
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17 Days AgoSaved
In-Office
Atlanta, GA, USA
Senior level
Senior level
Fintech
Lead North American front office controls assurance efforts, deliver and develop RCSAs, engage investment teams, document controls, identify gaps and partner with Legal, Audit, Risk, Compliance, Operations and Technology to strengthen control environment.
Top Skills: Automation ToolsData Analysis ToolsExcelMS OfficeWorkflow Tools
17 Days AgoSaved
In-Office
New York, NY, USA
105K-112K Annually
Senior level
105K-112K Annually
Senior level
Fintech
Support Client Portfolio Managers by producing customized client/prospect materials, investment commentary, market insights, and thought leadership. Prepare meeting materials, assist roadshows, coordinate with product, legal, compliance, and marketing, and deliver client-facing analytics and competitive analysis to support retention and acquisition.
Top Skills: BloombergMS OfficeMorningstar
17 Days AgoSaved
In-Office
4 Locations
110K-120K Annually
Senior level
110K-120K Annually
Senior level
Fintech
Build and maintain consultative relationships with high-end RIAs across a multi-state territory to grow Invesco product holdings. Deliver presentations, implement data-driven client segmentation and territory sales plans, mentor advisors, and execute strategic travel to support sales growth, retention, and brand awareness.
Top Skills: Webex
17 Days AgoSaved
In-Office
2 Locations
125K-155K Annually
Senior level
125K-155K Annually
Senior level
Fintech
Lead execution of strategic initiatives for Invesco's SMA platform. Scope and manage product, system, and custodian onboardings; define technical and functional requirements; engage vendors; improve reporting and dashboards; partner with Investments, Technology, and COO to prioritize roadmap and drive efficiency.
Top Skills: EzeInvestortoolsSalesforceSs&C Advent
Reposted 17 Days AgoSaved
In-Office
New York, NY, USA
113K-125K Annually
Senior level
113K-125K Annually
Senior level
Fintech
Support a suite of equities investment strategies by owning product collateral, coordinating cross-functional stakeholders, maintaining product data and governance, and supporting marketing, RFPs, and sales. Maintain deep subject-matter expertise on investment philosophy, process, positioning, performance drivers, and competitive landscape. Produce timely client-facing materials, support regulatory deliverables, and drive product change management while partnering with portfolio teams, client portfolio managers, and distribution to enable go-to-market execution and product positioning.
Top Skills: Ai ToolsBloombergEvestmentMS OfficeMorningstar
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