Top Tech Jobs & Startup Jobs

The Client Portfolio Analyst supports the Client Portfolio Management team by managing client portfolios, data entry in Excel, and compliance requirements. The role requires excellent organization, communication, and familiarity with investment processes.

The Senior Financial Planning Consultant manages client portfolios, conducts financial analyses, designs comprehensive financial plans, and provides guidance on various financial and risk management issues.

The role involves managing legal matters in Fixed Income Capital Markets, providing counsel, drafting agreements, overseeing outside counsel, and advising senior management on corporate actions.

The role involves processing banking transactions, following procedures, preparing documents, and ensuring compliance with policies related to Mutual Fund Reconciliation.

Manage client assets by developing portfolio strategies, performing stock analysis, resolving trade errors, and providing technical support for trading activities.

The role involves financial analysis, developing business proposals, valuations, managing NPV analysis, and supporting strategic decision-making.

The Director leads a team in measuring and analyzing associate experience data, ensuring it is actionable and scientifically valid. Responsibilities include survey design, advanced analytics, and strategic advising to senior leaders to improve employee experience.

The Client Relationship Manager maintains and strengthens client relationships, manages onboarding, conducts reviews, and ensures compliance while providing high-level customer service.

The Analyst will monitor transactions for suspicious activity, conduct research, document findings, ensure compliance with AML regulations, and mentor peers. Requires extensive analysis and problem-solving skills in a fast-paced environment.

The Supervisor, Operations oversees AMS UMA Trading Operations, managing a team, driving productivity, ensuring compliance, and collaborating across departments.