The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup

Under general supervision, the Research Associate II will be responsible for providing information, data gathering, analysis, modeling, and organization support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate I. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developin

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup

The Sr. Accountant will prepare and maintain financial reorders and record financial transactions properly; monitor cash management; analyze current costs, revenues, financial commitments, and obligations incurred; and maintain various analytical supporting schedules. Must be a self starter who can meet demanding deadlines and have the ability to interact productively wit

The Sr. Database Administrator is responsible for managing computer systems that store and organize data for companies. Their duties include creating and maintaining a relationship with customers, securing data and identifying areas for improvement with the infrastructure. They also provide secure access to databases and set up backup solutions to prevent data loss in cas

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver

Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material, including off site storage, as needed in a logical and easily retrievable manner. Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy. Process all expense reports via the Corporate Accountin

Support daily position and transaction reconciliation of Advent, APX, and custodian banks. Process Corporate actions for securities held including cash and stock dividends, splits, mergers, and acquisitions. Assist with GIPS composite maintenance and verification process Establish and maintain security master data. Calculate, reconcile and analyze performance data. Suppor

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup

The Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements

Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desir

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. If not currently licensed and registere

The BPI Technical Systems Analyst provides technical analysis and development for Business Process Modeling solutions. This position coordinates with business owners, business analysts, I.T. and vendor development teams to develop and facilitate the technical aspects of project delivery. This position is responsible for application development and will utilize third party

The Business Integration Business Analyst II will coordinate the development of small to large scale projects from conception to implementation. This position will analyze, design, and document system requirements with business area(s) sponsoring the project. Acts as the liaison between business owners, technical analyst, IT and application vendors throughout the project.

The HRIS Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Information Systems. Es