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The Performance Specialist will manage performance calculations and analysis for Private Equity funds, ensuring accuracy and alignment with standards, collaborating with investment and finance teams for reporting.

The Administrative Coordinator supports a senior team by managing calendars, travel arrangements, client meetings, and various office tasks to ensure smooth operations.

The Senior Associate, Institutional Client Advisor will develop client relationships, manage the sales process, and solve investment problems, working with clients in the South-Central US territory.

The role involves liaising with investment stakeholders, managing product lifecycles, and improving investment technology solutions through data-driven insights and agile practices.

Produce and maintain recurring and ad hoc reporting and dashboards for Global Institutional client coverage; manage client fee database and fee monitoring; prepare internal presentation materials; partner with stakeholders to ensure data accuracy; perform financial and strategic analyses to inform distribution strategy; automate workflows and leverage AI to reduce manual tasks.

Lead multi-year software platform implementations and operating-model transformations for private wealth/asset management. Manage cross-functional workstreams, vendor integrations, data conversion, process redesign, testing/UAT, stakeholder reporting, budgets, risks, and milestones to deliver projects on time and within budget.

Design, build, and operate scalable .NET/C# applications and integrations for Private Wealth. Own end-to-end delivery, write well-tested code, optimize data and queries, troubleshoot production issues, mentor junior developers, and drive platform modernization and CI/CD improvements.

The Shareholder Services Senior Analyst will provide client support, process transactions, assist with account management, and ensure service continuity in collaboration with internal teams.

Lead the delivery of specialty finance funds and investment platforms, managing timelines and execution quality across internal and external teams.

Lead selection, design, and implementation of a consolidated IBOR/OMS for private markets. Define architecture, integrations, workflows, and vendor strategy; translate private-markets processes into platform requirements and manage stakeholders and implementation delivery.