Oversee the full accounting cycle, including close processes, general ledger, financial reporting, client billing, accounts receivable, accounts payable, and internal controls. Partner with leadership on budgeting, forecasting, financial analysis, audits, tax filings, and strategic decision support while improving processes and leading accounting operations.
The Portfolio Analyst will analyze, implement, and monitor portfolio strategies while ensuring alignment with client objectives and tax considerations. They will also coordinate the integration of acquired firms and identify opportunities for operational automation and process optimization.
The accountant will maintain accurate financial records, manage accounts payable, and perform monthly balance sheet reconciliations. They will also support month-end closing, client billing, and provide ad hoc financial reporting for management.
The Associate Wealth Manager supports senior advisors by delivering wealth and investment planning services and managing client projects. They are responsible for maintaining CRM records, coordinating between internal teams, and developing solutions for complex client financial questions.
The Investment Manager will lead investment due diligence across various asset classes and prepare materials for investment committee reviews. They will also assist with portfolio construction, reporting, and representing the investment team in external client meetings.
