Monitor and execute daily operational tasks of the company’s department. Analyze market data in real-time, predict risk points, and respond quickly. Develop risk control policies and processes, and oversee their implementation in trading activities.

Contribute to the management of daily firm-wide trading, rebalancing, and reconciliation processes; ensure proper execution of client and advisor requests; support the maintenance of a centralized portfolio management platform across multiple offices; assist in the administration and management of the portfolio rebalancing software; and perform other job-related duties or special projects as assigned.

The Investments Execution team will drive execution of tax equity transactions for new clean energy projects by structuring/underwriting deals, securing internal approvals, developing financial models, and managing long-term strategic partnerships. Responsibilities include financial modeling and analysis, due diligence, preparing investment memos, and supporting discussions with developers.