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Maintains and validates financial asset and reference data for clients. Responsibilities include monitoring securities data, evaluating data vendors, performing manual and automated quality checks, responding to inquiries, documenting workflows, supporting data products, analyzing system information flows, and collaborating with clients and providers. The role also requires developing foundational knowledge of fixed income, equities, corporate bonds, and bond issuance procedures while performing basic SQL tasks.

Lead and manage a client servicing team to ensure quality delivery, coach and develop staff, own performance reviews, track KPIs (NPS, CSAT, SLAs, retention), handle client escalations, onboard clients, drive process improvements, and collaborate with product and sales using tools like Excel, Power BI, Salesforce, and Workday.

Provides operational and client support for investment accounting matters, financial statements, analytics reporting, account setup, compliance, reconciliations, and investment data validation. Responds to client inquiries, resolves issues using internal tools and documentation, manages workflow metrics, collaborates on projects, and assists with training junior team members.

Provides operational and client support for investment accounting and financial reporting matters. Responsibilities include responding to client inquiries, validating investment data, supporting account setup and reconciliations, resolving issues using internal tools and documentation, managing workflow metrics, collaborating on projects, and coaching junior team members.

Provides operational and client support for investment accounting and financial reporting matters. Manages client inquiries, account setup, compliance tasks, reconciliations, data validation, and issue resolution using internal tools and market data. Builds client relationships, prioritizes workflow according to quality and productivity metrics, contributes to cross-functional projects, and supports training of junior team members.

Provides operational and client support for investment accounting and financial reporting inquiries. Responsibilities include managing client requests, validating investment data, reconciling transactions, completing account setup and compliance tasks, prioritizing workflow, collaborating with internal teams, supporting client relationships, and assisting with training junior employees.

Lead planning, execution, and delivery of IT and facilities projects including office buildouts, renovations, relocations, and infrastructure upgrades. Manage budgets, vendors, stakeholders, risks, change management, quality assurance, and performance tracking. Coordinate cross-functional teams, ensure safety and code compliance, and provide technical oversight and training to support successful project outcomes.

Design, build, deploy, and maintain software for commodity trade capture, lifecycle management, position management, pricing, risk, and reporting. Translate client and business requirements into reliable features, lead technical design, review code, maintain containerized services and deployment pipelines, improve observability and performance, troubleshoot production incidents, mentor engineers, and document solutions. The role requires strong Python development and energy commodities technology experience, with opportunities to work across multiple languages, cloud platforms, and event-driven systems.

Load, validate, normalize, reconcile, and report client investment data using Excel, SQL, VBA, and Python. Work with development teams to automate and improve onboarding, apply accounting and securities knowledge, lead improvements, and coordinate complex activities within an agile environment.

Leads client servicing teams and strategic asset management relationships. Oversees talent management, client escalations, onboarding transitions, operational risk, performance metrics, revenue opportunities, and cross-functional collaboration with product, development, sales, and delivery teams. Serves as a subject matter authority on asset management operations, investment accounting, and book-of-record solutions while driving client satisfaction, retention, and business results.