Lead day-to-day portfolio reporting operations and mentor team members.
Manage Addepar and Orion environments for data integrity and performance reporting.
Oversee advisor onboarding, data conversions, and process improvements.
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.
Execute daily trade, position, and cash reconciliations between internal and clearing firm records, investigating discrepancies and driving resolutions.
Support customer account onboarding, securities transfers, and corporate action processing with rigorous documentation and controls.
Collaborate across Engineering, Product, Trading, and Compliance teams to resolve time-sensitive operational issues and improve workflow efficiency.
Our partner is a technology-driven financial services firm specializing in U.S. equities brokerage operations. They are looking for a detail-oriented operations professional to support their daily infrastructure in a remote, collaborative culture.
Own accurate loading, validation, and reconciliation of transactions and valuations into our data aggregation system.
Deliver consolidated Wealth Reports to UHNWI clients in cooperation with Relationship Managers across Europe.
Support the Tech team in bank integrations, data quality checks, and design of new templates, dashboards, and views in our in-house platform.
Heritage is building a modern investment office, supporting prominent families globally to achieve capital enhancement and preservation through institutional-grade sourcing and personalized portfolio construction. The team is a diverse international group of over 15 nationalities from leading organizations, committed to attracting top talent and providing growth opportunities.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Supervise and train accounting analysts while serving as record keeper for hedge and private equity funds.
Perform timely reconciliations of Net Asset Values and deliver accurate accounting packages to internal and external clients.
Support year-end audits, ensure compliance with GAAP and regulations, and respond to day-to-day fund inquiries from investment managers.
SEI is a global provider of investment processing, investment management, and investment operations solutions for the financial services industry. With over 50 years in business, SEI fosters an inclusive workplace that encourages innovation and creativity, and recognizes its people as its most valuable asset.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Provide accurate and timely service for investment operations, transactions, and stakeholder inquiries.
Analyze operational data to identify trends, resolve issues, and recommend process improvements.
Support regulatory compliance and contribute to operational initiatives in a structured remote environment.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective application review. It supports remote and diverse roles while maintaining an inclusive and equitable recruitment process.
Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
Conduct due diligence on investment managers and build tools for performance attribution and risk management.
Prepare Investment Committee materials, support capital markets research, and assist with audits.
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.