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Lead drafting, updating, and evaluating US HR policies to ensure legal and compliance alignment; advise stakeholders, manage publications/versioning, communicate changes, and optimize content for knowledge management and HR virtual agent use.

Serve as investment officer for single family office clients: build and manage portfolios, set asset allocation and manager selection, oversee risk and capital markets transactions (structured products, hedging), engage clients to create IPS and reporting, handle operations with custodians/trading and cash flows, partner with advisors and research, and prepare portfolio reports for investment committees.

Portfolio Associates support Financial Advisors by enhancing client relationships, facilitating transactions, onboarding clients, and providing administrative support, while being dedicated to personal development and teamwork.

The role involves producing and analyzing financial reports, supporting projects, and collaborating with stakeholders for accurate reporting and process improvement.