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The Portfolio Oversight Analyst will manage trading controls, code client investment guidelines, handle regulatory compliance, and support trading desks. Responsibilities include preparing regulatory reports, assisting in client due diligence, and participating in overnight calls for trading issues resolution.

Two-year rotational training program for 2027 college graduates offering immersive rotations across sales, marketing, investment technology/analytics, and trade/operations. Associates receive mentoring, industry software exposure, networking, certification opportunities, and potential travel, with consideration for long-term roles across the firm.