Maintain portfolio accounting data across assigned client engagements, ensuring accuracy, completeness, and timely delivery.
Perform daily and weekly portfolio reconciliations based on client requirements and complexity.
Aggregate, process, and review client investment activity to prepare the financial book of records.
Securitize is the leader in tokenizing real-world assets with $3.7B+ AUM. They are bringing the world on-chain through tokenized funds in partnership with top-tier asset managers and backed by some of the largest names in finance and technology.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
Become a subject-matter expert on platform capabilities, including workflow automation.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Assist with the management and completion of process design, work plans, schedules, and project-related tasks within specified timelines in the collecting complex data in varying formats for upload to our Rubris platform
Prioritize tasks across multiple projects daily and provide regular status updates for tasks/projects
Engage and communicate (written and verbal) with clients and team members
Rubris provides transformational legal technology and solutions for complex business and legal processes in the mass tort industry. They streamline and automate processes to improve efficiency while delivering unprecedented insights and analytics.
Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
Educate customers to ensure adoption and optimal usage of CE’s offerings.
Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
Consumer Edge (CE) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. They deliver real-time, transaction-based intelligence enriched by deep industry expertise, equipping corporate and investment leaders with tools for strategic decision-making.
Manage complex solution implementation projects from planning through execution.
Build strong relationships with clients and communicate effectively.
Assist clients with product-related configuration decisions and troubleshoot technical issues.
Applied Systems is transforming the insurance industry with innovative software and services. They have 40+ years of experience and foster a culture built on strong values, making them indispensable to both customers and employees.
Maintain and grow a portfolio of investment market clients.
Drive adoption, retention, and expansion of the CENTRL product suite.
Understand client challenges, business drivers, strategic goals, and desired business outcomes.
CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
Manage end-to-end customer relationships across a portfolio of customers using Experian's Consumer Sync and Consumer View products.
Work with and support your assigned Account Director on a set of named strategic accounts to achieve growth.
Work includes client management, education, contract negotiation, and daily support.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets and have a team of 22,500 people across 32 countries. Experian's corporate headquarters are in Dublin, Ireland and listed on the London Stock Exchange (EXPN).
Partnering with clients, account services teams, and production staff to provide front end data services for client mail files.
Performing file conversion, package segmentation, data suppressions, merge/purge, data cleansing.
Creating analytical reports by retrieving data from different sources and presenting the reports to clients and internal teams.
MissionWired helps partners create revolutionary fundraising strategies. They work with nonprofits and progressive political organizations, converting more than $4.5 billion in donations. They are an equal opportunity employer committed to equality, equity, diversity, and inclusion.
Experience with Jack Henry Silver Lake and FIS IBS Platform.
Synovus is migrating from Jack Henry- Silver Lake to FIS-IBS.
Migration experience will be a plus.
The company integrates Google Chrome, Microsoft Edge, Apple Safari, and Mozilla Firefox. The company seems to be growing and open to different work arrangements.
Build and operate Ridgeline’s internal function for custodian data authorization and validation.
Collaborate with engineering, implementation, and product teams to support custodian onboarding.
Automate high‑volume validation processes using AI and other technologies to improve efficiency and reduce risk.
Ridgeline is the first front-to-back system of record for investment managers, founded by Dave Duffield. They modernize the industry with a single, real-time data set and embedded AI, automating complexity and accelerating collaboration, being recognized as a top software company.
Lead cross-functional initiatives to align data, systems, and reporting processes.
Manage the end-to-end implementation of Foundation.
Crowell & Moring LLP is an international law firm with offices in the United States, Europe, MENA, and Asia that represents clients in litigation and arbitration, regulatory and policy, intellectual property, and transactional and corporate matters. The firm is internationally recognized for its representation of Fortune 500 companies in high-stakes litigation and government-facing matters, as well as its ongoing commitment to pro bono service and diversity, equity, and inclusion.
Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
Mentor junior associates, refining service standards.
Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.
Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company.
Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio.
Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization.
Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital for small businesses across America. Recognized as a Best Place to Work, they invest in employees, technology, and customer experience for long-term success.
Join the Operations team and take ownership of start-to-finish processing of Mutual Fund Settlements and Reconciliation.
Assist with projects related to improving existing processes or shipping new products.
Contribute to identifying and mitigating any inherent operational risks as they relate to the overall team.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, and they value collaboration, humility, and an obsession over quality.
Support commercial, operational, and financial due diligence efforts.
Build, maintain, and stress-test comprehensive financial models.
Conduct detailed analyses of historical and projected financial performance.
Huron is a global consultancy that collaborates with clients to drive strategic growth and ignite innovation. They help clients accelerate operational, digital, and cultural transformation, enabling the change they need to own their future.
Analyze internal and external sources and disclosure patterns in support of our Transactions and Funding Rounds offering.
Support an AI-powered event classification and information extraction pipeline.
Review input documents for property categorization and tagging across our processing pipeline
AlphaSense empowers companies to make decisions with market intelligence and AI-driven search. They have over 2,000 employees globally with offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland, valuing transparency, trust and accountability.