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Support Financial Advisors by performing portfolio analysis, account setup and maintenance, client meeting preparation, and client relationship building. Provide asset allocation recommendations, capital markets positioning, and wealth and legacy planning support while participating in a structured development program to build investment, trust, and client service skills.

Provide paralegal and project support to the Alternatives Legal Team: manage entity formation and maintenance, prepare board materials, support regulatory filings, track side letters, assist AML/KYC reviews, implement team technology and processes, coordinate vendors, and maintain templates, governance and compliance inventories.

Manage corporate and purchasing card administration, reconcile accounts, audit and process employee expense reports, investigate exceptions and missing receipts, support reimbursements, provide employee support and guidance, and participate in process improvements, system implementations, testing, training, and cross-functional projects related to travel, expense, and accounts payable.

This role supports senior leaders by providing strategic insights, managing projects, analyzing market trends, and facilitating acquisition opportunities while collaborating across the organization.

Support electronic communications and trade surveillance by reviewing alerts, investigating potential market abuse, managing preclearance requests, escalating issues, maintaining documentation, assisting with reporting and audits, and improving surveillance processes through automation and data-driven initiatives.

Support ASC 740 tax provision, prepare federal corporate and partnership tax returns, manage PTP K-1 and investor support, perform tax research and planning, coordinate with auditors and advisors, and drive process improvements and automation within the tax function.

Own and execute onboarding, transitions, and closures for institutional client accounts. Act as project manager for complex cash flows and multi-phase transitions, liaise with client managers and advisors, troubleshoot errors, improve account lifecycle processes and documentation, maintain metrics, and support cross-functional coordination to ensure accurate, timely client servicing.

The Trade Support Analyst oversees trade confirmations, supports trading desks, resolves settlement issues, and manages communication with brokers and internal stakeholders.

Support Fixed Income portfolio managers by implementing trades, managing cash and positions, monitoring compliance with guidelines, generating orders, preparing reports, facilitating account actions, and partnering with technologists to automate processes and improve controls.

Manage onboarding of research datasets, collaborate with market data teams, write specifications, and ensure data quality and accessibility.