Top Tech Jobs & Startup Jobs

Provides operational, compliance, analytical, and relationship support for advisor-directed advisory programs. Supports Financial Advisors, resolves escalated account and fee issues, monitors programs, develops communications, maintains procedures, evaluates workflows, and implements process improvements. Collaborates with compliance, operations, marketing, and other stakeholders on program enhancements and projects while serving as a subject matter expert.

Supports advisor-directed investment programs through advisor and staff assistance, account setup and maintenance, portfolio model support, program monitoring, compliance and operations issue resolution, procedure documentation, and coordination with marketing and internal stakeholders. Requires investment advisory industry knowledge, portfolio analysis skills, strong problem-solving abilities, and securities licenses.

Trades discretionary advisory accounts, executes portfolio changes and rebalancing, maintains model allocations, reviews cash and positions, and monitors account activity. Provides platform support and training using Vestmark, collaborates with financial advisors and internal departments, completes regulatory and maintenance reports, and helps improve trading workflows while minimizing operational and compliance risk.

Processes complex corporate action income payments, reconciliations, entitlement calculations, and discrepancy investigations. Interprets prospectuses and legal circulars, resolves missed payments, supports operational workflow improvements, communicates with stakeholders, and assists with associate training. Requires strong attention to detail, judgment, autonomy, collaboration, and the ability to manage high-volume workloads.

Administers federal, state, and local payroll tax withholding, filings, reconciliations, payments, and year-end reporting. Researches tax notices, resolves discrepancies, supports payroll processing, maintains tax accounts and system configurations, and ensures regulatory compliance. Collaborates with HR, Benefits, Compensation, and Finance while improving processes, reporting, automation, testing, and payroll tax controls.

Supports the Operational Risk Director in executing the firm's operational risk management program. Responsibilities include risk and control self-assessments, KRI analysis, issue tracking, control enhancement, ERM program coordination, management reporting, stakeholder engagement, process walkthroughs, vendor interactions, and roadmap development. The role requires strong consulting and communication skills, financial services or risk management experience, and proficiency with Microsoft 365 and GRC platforms.

Administers and supports Fiserv Premier Core and related banking systems, including configuration, access management, reporting, troubleshooting, testing, and maintenance. Analyzes operational data, performs reconciliations and exception monitoring, supports audits and compliance activities, and improves processes and controls. The role collaborates with business units and vendors, maintains documentation, evaluates system updates, and provides guidance to less experienced team members.

Supports private capital advisory transactions involving secondary transactions, fundraises, co-investments, and GP-stakes. Responsibilities include project management, preparing marketing materials and pitch books, conducting industry research, building databases, performing quantitative financial analysis and modeling, participating in team meetings, and maintaining Salesforce reports. The program includes training, mentorship, reviews, and exposure to investment banking professionals.

Summer Analyst supporting project management and sales professionals within Eaton Partners’ Global Private Funds Group. Responsibilities include conducting industry research, building databases, preparing PowerPoint pitchbook materials, performing quantitative financial analyses, contributing to meetings, and maintaining Salesforce reports. Candidates need strong analytical, communication, organizational, and multitasking skills, plus finance and accounting exposure. The program includes training, mentorship, reviews, and networking opportunities.

Provides investment services and portfolio support under a Financial Advisor. Builds client relationships, evaluates portfolios, monitors performance, processes client orders, identifies compliance issues, and assists with prospecting through networking, referrals, seminars, and events. Requires strong knowledge of financial services, investment products, markets, regulations, and client suitability, along with ethical judgment and applicable securities licenses.