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The Senior Client Accounting Associate manages accounting needs for high net worth clients, prepares financial reports, oversees tax matters, and communicates with clients regarding financial activities.

Manage and deliver technology projects across application and infrastructure initiatives for investment management. Establish governance, detailed project plans, stakeholder communications, risk management, vendor oversight, requirements gathering, business process analysis, and translate requirements into development/user story increments. Support portfolio reporting and implement project portfolio tools and dashboards.

The Senior Accountant manages daily financial transactions, prepares journal entries, conducts account reconciliations, performs variance analysis, and supports financial reporting and compliance tasks while striving for accuracy and process improvements.

The Senior Financial Analyst will engage in financial reporting, analysis, forecasting, and support various FP&A projects while fostering collaboration.

Handle reconciliation processes, manage corporate actions, ensure accurate financial records, and identify process improvements for operational efficiency.

The Senior Business Analyst will support strategic planning and execution for the Private Client, Endowments and Foundations Business, leading cross-functional initiatives and enhancing decision-making processes for leadership.

The Private Client Relationship Associate provides customized client service, manages accounts, coordinates workflows, and supports client requests within investment management.