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The role involves developing financial models, conducting valuation analyses on illiquid investments, and collaborating with teams for data collection and client relationship management.

Lead review and QA of settlement administration materials: draft/review declarations, notices, claim forms, and CAFA notices; validate dates and case data; test websites/claim forms; identify issues before case assignment; liaise between business development and client services; prepare kick-off documents and ensure accuracy and compliance with legal templates and timelines.

Manage a full caseload of settlement administration matters: execute project management tasks, process and audit claims, calculate losses, handle escalated inquiries, prepare reporting and documentation, and assist with business rules to ensure accurate, timely distributions and client communication.

Manage a caseload of settlement administration matters: process and audit claims, calculate losses, communicate with clients and claimants, develop business rules, review reporting, and ensure timely, budgeted case execution.

Lead valuation engagements for illiquid alternative investments by developing DCF, market multiple, transaction and option pricing models; manage teams of analysts; conduct client interviews and meetings; prepare and present written and verbal valuation reports; cultivate client relationships and originate new engagement proposals; represent the firm at industry events.

Perform valuation analysis of illiquid investments using DCF, market multiple, transaction and option-pricing methods; build and review financial models; review investment and governing documents; compile financial summaries and ratios; assist client interviews, present findings, support client relationships, and attend industry events.

Lead compliance advisory for RIAs, broker-dealers, and registered funds. Serve as day-to-day client contact and outsourced CCO, develop and implement compliance programs, manage regulatory filings and exams, mentor staff, and monitor regulatory developments. Support '40 Act, Advisers Act, and FINRA compliance across client engagements.

Lead and manage Expert Services teams delivering financial analysis, valuations, damages calculations, and expert reports for litigation and disputes. Advise attorneys, develop client relationships, market services, recruit and develop staff, and ensure profitability and high-quality deliverables.

The Senior Frontend Engineer will lead development of UI features using React and TypeScript, collaborate on API designs, and optimize performance in a data-intensive financial platform environment.

The Vice President will manage projects in various sectors, draft expert reports, oversee team performance, and engage in client meetings and marketing events.