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Lead month-end close activities for investment accounting including journal entries, reconciliations, P&L variance analysis, consolidation adjustments, SOX 404 compliance, disclosures, cross-functional liaison, and process improvements.

Perform daily processing and monitoring of mandatory and voluntary corporate action events across asset classes. Confirm events with custodians and internal stakeholders, apply portfolio manager decisions, ensure timely and accurate processing, and support valuation, reporting, and compliance functions.

Support pricing and underwriting of performing and non-performing loan portfolios by building and maintaining cashflow models, performing portfolio performance analysis and reporting, collaborating with analytics and investment teams, and assisting with US-focused loan investment decisions. Develop analytical and commercial skills over time.

Provide client service support to Financial Advisors for high-net-worth clients, including portfolio analysis, account maintenance, meeting preparation, asset allocation recommendations, and relationship-building. Participate in a comprehensive Associate Development Program to develop investment, wealth-planning, and client service skills, with opportunities for advancement.

Manage San Diego Private Wealth Management client service and sales support teams. Recruit, develop, and oversee associates; partner with advisors and other business units; implement policies and procedures; review transactions and manage operational and client risk; allocate resources and approve exceptions to ensure client service excellence.

Lead development and management of AB-PCI's junior investment talent programs, coach junior staff, run recruiting/training/performance initiatives, and drive process and cultural improvements across the credit investment team.

The Risk Manager will manage operational risk frameworks, implement process enhancements, monitor KPIs, produce risk reports, and coordinate inquiries, collaborating with multiple teams to mitigate risks.

Provide high-level administrative and client service support to multiple financial advisors: prepare presentations and meeting materials, manage calendars and travel, handle client inquiries and correspondence, coordinate events and office logistics, maintain databases and expense oversight, and collaborate with internal partners to enhance client service and business development.

Provide client service and support to Financial Advisors, including portfolio analysis, account maintenance, meeting preparation, and relationship-building. Participate in a structured development program to learn investment, wealth planning, and client service skills and progress within the firm.

Provide high-touch administrative and client service support to multiple financial advisors: prepare meeting materials, manage calendars, handle client inquiries, coordinate events, maintain databases, process expenses, and support office operations to enhance productivity and client experience.