Support centralized investment operations for private funds and SMA clients: process transactions, complete subscription and custodian forms, collect AML/KYC, coordinate with internal and external parties, communicate with clients, and escalate issues to the head of Investment Operations.

The Talent Strategy Associate supports firm-wide talent initiatives, focusing on performance management, career development, and talent assessment, while collaborating with stakeholders to enhance HR processes.

The Learning Specialist coordinates learning programs and manages the LMS to enhance team member development, ensuring seamless learning experiences.

Lead administration and maintenance of Windows/Linux servers, virtualization, and network infrastructure. Manage Azure and Microsoft 365 (Exchange, SharePoint, Teams). Oversee endpoint and cloud security (CrowdStrike, Defender, Netskope), administer Okta, lead infrastructure projects, provide Tier 3 support, documentation, and mentor junior staff.

The Payroll Specialist manages the full payroll process, ensures accurate record keeping, resolves pay discrepancies, and provides analytical support for payroll-related tasks.

The Designer will execute brand-consistent designs across various formats, solve design problems, and collaborate with teams to deliver impactful work for high-net-worth clients.

The Tax Associate will manage tax documents for various entities, conduct research, prepare for client meetings, and handle family office assignments.

Assist in client service and operations within the Capital Markets, support investment strategies, and provide information to various financial professionals.

The Client Transitions Manager oversees high-volume client onboarding, offboarding, and transitions, ensuring effective project management across financial service operations while maintaining clarity and empathy.

The Program Manager will lead complex marketing programs, manage project timelines, and ensure accountability across initiatives while maintaining project management systems.

The Tax Director will lead tax and financial affairs for high-net-worth families, ensuring timely and accurate tax returns, managing client relationships, and overseeing family office services.

The Data Operations Associate will ensure data integrity and support data management processes, collaborating with internal teams and enhancing operational efficiencies through technology and analysis.