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.
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.
Analyze portfolio and security-level performance, risk, and attribution across various investment strategies.
Collaborate with product and engineering teams to develop institutional-grade analytics tools.
Conduct market and macroeconomic research to support client workflows and product development.
This role is offered through Jobgether, an AI-powered job matching platform. The hiring partner is a financial technology company focused on institutional portfolio analytics. They provide a remote-friendly, collaborative environment with a focus on investment technology and professional growth.
Gather and organize data from production and finance systems to support revenue recognition, tax credit claims, and client invoicing.
Reconcile payroll and project costs, flagging discrepancies between production and financial data.
Prepare recurring reports and assist with month-end and year-end close activities for project accounting.
Pitch Black is a visual effects studio that provides production and finance support across multiple locations. They are an equal opportunity employer committed to an inclusive workplace where employees thrive.
Manage a portfolio of cyber incidents and data breach cases, serving as the primary point of contact for clients and vendors.
Coordinate breach communications and data processing, including data scrubbing and letter production.
Utilize advanced Excel skills to analyze and reconcile complex datasets for notification and fulfillment.
TransUnion is a global information and insights company that makes trust possible by providing a reliable view of consumers. With over 12,000 associates operating in more than 30 countries, we foster a culture of growth, diversity, and collaboration.
Reconcile transaction and settlement records across internal systems and payment providers.
Monitor merchant settlements and investigate missing, delayed, or incorrect payments.
Prepare Statements of Account and support month-end reporting and financial discrepancy resolution.
Qlub provides a payment platform that lets restaurant guests scan a QR code to pay instantly, eliminating wait times and friction. Backed by Mastercard and Mubadala with $72M raised, it is a fast-scaling fintech operating across multiple markets with a rapidly growing team.