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Positions

SMA Operations Associate (Finance)

Job Description:   Title: “SMA Operations Associate” Location: Newport Beach, CA or New York, NY Rate: $30-40/hr (DOE) Experience: 1-3 years  Industry: Investment Management   The Team: We have a diverse, hardworking and collegial team of professionals representing different levels of experience across the financial services and asset management industry. Our team environment promotes open communication, ability to collaborate on special projects, opportunities to be challenged while honing your skill set along the way.   As a member of our SMA Operations team you’ll have the unique opportunity to partner with our Account Managers who lead all aspects of our

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Administrative and Executive Assistants (90-120K)

Administrative Assistant/ Executive Assistant   We currently have multiple positions within a range of industries for Administrative and Executive Assistant roles. Please apply on this page to be considered for these positions. Below will include a general job description. Once your application is submitted we will be able to go into more depth regarding the specs of each of the roles.   Job Description:   Locations: New York, NY Newport Beach, CA Austin, TX   Responsibilities: Calendar Management Heavy calendar management for senior individuals according to their preferences. Proactively identifies and resolves calendar conflicts Communicates effectively, keeps managers’ calendars well

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Maintenance Technician (New York- 70K)

Job Description Title: “Maintenance Technician” Location: New York, NY (Downtown Manhattan) Overview We are looking for a Maintenance Technician with a minimum of five years of experience in corporate office maintenance or equivalent industry.  Responsibilities Partner with the FM Manager to develop and oversee a robust preventative maintenance program and schedule Inspect work performed by contractors, vendors and other service providers to verify the work, materials and services meet quality standards, scope and specifications as required Assist in conducting routine and periodic office space inspections to identify safety and risk concerns Partner with contracted vendors to obtain estimated labor and

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Sr. Investment Operations Specialist ($65/hr)

Job Description   Title: “Investment Operations Senior Specialist” Locations: Austin, TX or Newport Beach, CA or New York, NY Rate: $65/hr  Industry: Global Investment Management   Overview:   We are seeking a Senior Associate/Specialist to join the Investment Operations (IO) team. Our team manages investment operations and support oversight, including claims oversight, foreign exchange, and emerging market setup. We also facilitate implementation for the firm’s new instruments and markets for all products and manage our outsourced middle office service provider.   This role is part of an operational, strategic initiative and is an excellent opportunity for motivated individuals to differentiate

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Asset Analyst in NYC (85-110K)

Job Description: Title: “Asset Analyst” Location: New York, NY Salary: 85-110K DOE   Overview: We are adding an Asset Analyst to our team in New York! The Asset Analyst will provide analytical support to every facet of the firm’s Multifamily operational management, conducting critical research to support the asset management team’s responsibility for the financial performance of the firm’s assets. The Asset Analyst will be responsible for supporting internal and external portfolio management reporting, as well as leveraging strong quantitative and analytical skills to help guide portfolio strategy. The Asset Analyst is expected to collaborate with the asset management team

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Finance Associate in Austin or Newport Beach (100-110K)

Job Description   Title: “Fund Finance Associate” Location: Austin, TX or Newport Beach, CA (Hybrid: 4 days in office, 1 day remote) Salary: 100-115K   We are seeking a Fund Finance Associate to join our Fund Finance team. In this role, you will have two areas of focus: Learning and mastering the firm’s intermediary payments process while ensuring timely and accurate payment to firm’s largest clients, and Being an agent for change and continuous improvement—providing meaningful contributions to streamlining and automating current workflows and processes while improving financial controls.   The incumbent will have a strong background in mutual funds,

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Cash Applications Analyst- Newport Beach, CA

Job Description   Title: ​​Cash Applications Analyst (Temporary Employee) Location: Newport Beach, CA (onsite required) Rate: $30-33/hr (long-term 6+ months; likely to convert permanently [65-70K])   Position Description The Firm’s Client Billing department is made up of revenue professionals focused in three functional areas: Billing, Reporting, and Cash Applications.  The department is responsible for calculating, invoicing and collecting separate account revenue for all entities and we are seeking a highly motivated and intellectually curious Analyst to join our team and support the Cash Applications team.     Cash Applications Analysts have a unique opportunity to drive operational excellence by understanding global

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Client Associate (85-100K)- NYC or Chicago, IL

Job Description Title: “Client Associate” Location: New York, NY or Chicago, IL (On-Site) Industry: Investment Management Salary: 85-100K   Overview: The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public pensions, not-for-profit, insurance and family offices) supporting the North American business development initiatives of the Institutional Client Group at our Global Investment Firm.   Responsibilities: Partner with senior Client Advisors in all aspects of their new business generation activities to ensure all goals are being achieved.  Act as a backup to Client Advisor on all client/prospect matters Understand the full client and

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(Finance) Legal Assistant in Newport Beach, CA

Job Description Title: “Legal Assistant” Rate: $33/hr (Temp to Perm) Location: Newport Beach, CA Industry: Investment Management   Position Summary Provide day-to-day support to the Legal and Compliance group, primarily assisting the Alts NDA and ADFS teams for various recurring administrative/clerical tasks.   Responsibilities Assist with document management, including scanning, printing, retrieving, archiving, reconciling, and maintaining databases. Format and revise documents, including editing headers/footers, converting document formats, applying redlines and redactions. Assist with the execution and/or notarization of documents, including coordinating with signatories, applying signature/initial stamps, etc. Prepare FedEx and process incoming mail. Perform other related duties and ad hoc projects

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Controller in NYC (Hybrid- 300K)

Job Description: Title: “Controller” Location: New York, NY (Hybrid: 3 days in/2 days home) Salary: 150K base salary + 150K bonus (300K all in)   Overview: A leading New York City based private Investment Management Firm with approximately $10+ billion in long only and Hedge Fund assets under management is seeking to hire a Controller.    The successful candidate must have at least 10 years financial industry experience.   Responsibilities: Oversee entire audit process (including fund/ management company/ SOC 1), including FAR filings with Cayman regulations Work closely with fund administrator to review and approve monthly NAV Coordinate with outside

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RFP Writer/Analyst

Senior RFP Writer   Summary:   The Global RFP Team collaborates closely with each of the firm’s distinct business units and investment teams in order to respond to prospective and existing client questionnaires. The team supports the firm’s institutional, intermediary and high net worth distribution channels and responds to requests from various client types from around the world. The team is committed to delivering high-quality investment proposals that enhance our global sales, marketing, and client service efforts.   We are looking for a Senior RFP writer to join the team.  Working as part of the Global RFP Team, the successful

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Sr. RFP Writer (NYC or San Fran- 120K)

JOB DESCRIPTION TITLE: Senior RFP Writer SALARY: $100-120K base + bonus LOCATION: New York, NY or San Francisco, CA   SUMMARY: The Global RFP Team collaborates closely with each of the firm’s distinct business units and investment teams in order to respond to prospective and existing client questionnaires. The team supports the firm’s institutional, intermediary and high net worth distribution channels and responds to requests from various client types from around the world. The team is committed to delivering high-quality investment proposals that enhance our global sales, marketing, and client service efforts.   We are looking for a Senior RFP writer

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