Global Investments Portfolio Manager

About NextStepNextStep is an innovative AI-driven career platform dedicated to facilitating seamless career transitions for elite consulting professionals. Our cutting-edge matching technology connects consultants with exceptional opportunities, enabling companies to tap into world-class talent. We are currently seeking a skilled Portfolio Manager on behalf of a client within our esteemed partner network located in New York.About the CompanyOur client is a prominent global investment management firm headquartered in New York, boasting a diverse portfolio that includes public equities, private credit, and alternative assets. They manage substantial capital for institutional and high-net-worth clients across North America, Europe, and Asia. With significant growth over the last five years, the firm is expanding its senior portfolio management team to accommodate an increasing business volume and a more intricate asset mix.The RoleAs a Portfolio Manager, you will take ownership of a specific set of client portfolios, ensuring that investment decisions are based on comprehensive analysis, aligned with the mandates, and effectively communicated to all stakeholders. You will collaborate closely with research, risk, and client teams to transform strategies into well-positioned portfolios that deliver results. This position is a hands-on role with substantial accountability, rather than a mere support function.What You'll DoOversee a portfolio of client accounts, fully accountable for investment performance in relation to mandates and benchmarks.Continuously analyze market conditions, asset allocation, and portfolio positioning, making swift and confident recommendations.Work in tandem with the research team to convert investment insights into portfolio-level decisions across various asset classes.Assess portfolio risk exposures and collaborate with the risk management team to ensure compliance with guidelines and client constraints.Develop and sustain robust relationships with key clients, contributing to regular reporting, reviews, and investment updates.Guide and nurture junior team members, fostering high standards of analytical rigor and investment processes.Engage in broader investment committee discussions and strategic asset allocation reviews within the firm.What We're Looking For7+ years of experience in portfolio management, investment strategy, or asset management, ideally with a background in consulting, investment banking, or strategic roles.Strong investment acumen across multiple asset classes, with demonstrated expertise in executing investment strategies effectively.

Brooklyn Investment Group is a registered Investment Adviser with the SEC, utilizing cutting-edge technology from its parent company, Brooklyn Artificial Intelligence Research. This innovative approach combines advanced portfolio optimization with automated tax-loss harvesting, allowing us to create personalized investment strategies for a diverse range of clients, including financial advisory firms and asset managers.In the last five years, Brooklyn Artificial Intelligence Research has engineered one of the most sophisticated engines for tailored investment portfolios, successfully trading over $5 billion through these strategies.Our dynamic team of over 20 quantitative investors, machine learning experts, and software engineers hails from prestigious universities and leading financial institutions such as Goldman Sachs, Citadel, and Bridgewater Associates.Career Opportunity If you are passionate about the evolving integration of finance and technology, this position offers an exceptional opportunity. At Brooklyn, we are committed to harnessing the transformative power of technology to reshape portfolio management and trade execution. Join us in developing one of the industry's most advanced portfolio management platforms.As a Portfolio Management Engineer, you will serve as the primary point of contact for our clients, operational partners, and custodians. Your main responsibilities will include creating innovative tools to enhance portfolio management, streamline trade execution, and improve reconciliation processes. You will work closely with teams across quantitative analysis, engineering, research, and trading to foster seamless workflows and drive innovation.

Join KKR as a Vice President, Product Manager, where you will play a pivotal role in shaping the technology platforms that empower our Insurance Investment business. This position demands an expert understanding of portfolio management, particularly within the insurance sector, enabling you to partner closely with investment teams to assess asset evaluation, risk management, and exposure monitoring. You will be responsible for delivering high-quality data, analytics, and workflow solutions that enhance the daily operations of portfolio managers, traders, and investment operations teams. The ideal candidate is a relationship-driven product leader with a knack for fostering collaboration across investment, operations, engineering, and risk functions, ensuring that technology solutions align with real-world decision-making processes. You will combine strategic insight with hands-on execution, producing scalable products that enhance transparency and streamline workflows across our insurance portfolios.

Join Hivemind Capital as a Senior Portfolio Manager and take charge of our public equities fund's complete lifecycle. This prestigious investment role offers full P&L ownership, demanding extensive fundamental analysis skills, conviction-based capital allocation, and active execution. We are seeking a buy-side expert who excels at evaluating equity positions from inception and managing risks throughout the investment process. As a Senior Portfolio Manager, your responsibilities will include strategic analysis, capital allocation, and optimal execution to drive exceptional fund performance. Collaborate closely with our Research, Trading, and Operations teams to develop portfolio optimization frameworks and establish best practices for operational and trading execution.

Role overview The Global Co-Invest Associate at Stage plays a hands-on role in supporting the firm’s global investment activities from the New York office. This position collaborates with team members to advance investment initiatives and helps shape decisions through research and analysis of market developments. What you will do Work with colleagues and partners on global co-investment projects Review and analyze market data to spot emerging trends Share research and perspectives that inform strategic investment conversations

RXR Realty, headquartered in New York, is a vertically integrated investment management firm with over 450 professionals. The company focuses on acquisitions, asset and portfolio management, property operations, development, construction, leasing, and technology. RXR invests in real estate credit, rental housing, commercial properties, and proptech, using value-added and opportunistic strategies. Role Overview The Vice President, Assistant Portfolio Manager, plays a central role in the performance and strategy of RXR’s real estate private equity and debt funds. This position oversees fund-level financial performance, portfolio strategy, and optimization projects. Responsibilities include forecasting, analytics, and investor reporting. The VP collaborates with acquisitions, asset management, capital markets, and accounting teams to support fund performance, liquidity, capital structure, and investor communications. Strong real estate fund experience and advanced financial modeling skills are essential, along with the ability to make strategic recommendations to senior leadership. Fund Management and Forecasting Build and manage advanced financial models at both fund and investor levels, focusing on accuracy, scalability, and strategic value. Lead fund performance forecasting, including scenario modeling, sensitivity analysis, covenant monitoring, liquidity optimization, and capital deployment planning. Oversee fund cash management to ensure compliance with all fund- and asset-level covenants. Supervise annual budgets, quarterly forecasts, and regular portfolio reviews, confirming that financial assumptions are sound and conclusions are well-supported. Drive analytics at the portfolio level, such as hold/sell analysis, refinancing scenarios, return attribution, benchmarking, and market performance reviews. Demonstrate expertise in fund partnership agreements, joint venture structures, and waterfall mechanics. Investor Reporting and Communications Create, review, and improve presentations for senior leadership and investors. Translate complex financial and operational data into actionable insights for executive decisions. Oversee the preparation of quarterly and annual investor reports, coordinating with multiple teams to deliver high-quality, investor-ready materials.

About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with clients.

About EquiEqui is a pioneering investment management firm dedicated to crafting institutional-quality alternative investment solutions. Our innovative business model not only features Equi-branded funds but also involves the creation of white label fund of funds products for leading independent multi-family offices and financial advisory firms across the nation. By merging profound manager selection expertise with advanced portfolio construction techniques, we deliver exceptional outcomes for our clients and partners. Currently, Equi is at a significant growth phase, experiencing rapid scaling of our assets under management (AUM). We've signed a Letter of Intent (LOI) to launch a new fund of funds product and anticipate further LOIs in the upcoming months. We are in the process of assembling a high-caliber team poised to grow with our platform and embrace increased responsibilities as we expand.About the RoleWe invite an ambitious investment professional with a true passion for investing to join Equi as we develop distinctive products within the alternative investment space. In this pivotal role, you will report directly to the Chief Investment Officer and take on a leadership position within the Investment Committee.This position merges thorough manager due diligence with portfolio construction, risk management, and team leadership, providing a clear pathway to greater responsibility as the firm evolves.You will collaborate closely with the CIO to source, assess, and oversee hedge fund managers while influencing portfolio construction and optimization decisions. Additionally, you will supervise a junior quant researcher, guiding analytical projects and fostering talent as we enhance our investment team. Equi engages managers via a combination of pooled funds, separately managed accounts (SMAs), and swap structures, necessitating adept navigation of various liquidity terms, transparency levels, and operational requirements. As a vital member of the Investment Committee, your input will directly impact capital allocation and strategic direction. This role presents a remarkable opportunity for a driven investment professional eager to contribute meaningfully to our mission.CultureAt Equi, we foster a collaborative and transparent environment where healthy debate is essential to our success. Our flat organizational structure ensures that ideas prevail based on merit rather than seniority, and we expect every member of the investment team to engage actively in discussions. We cherish intellectual honesty, rigorous analysis, and the humility to adjust our perspectives when warranted by evidence.

Based in New York, RXR is a dynamic investment manager with a robust platform comprising over 450 professionals. Our expertise spans a diverse range of value creation activities including acquisitions, asset and portfolio management, real estate operations, development, construction, leasing, and innovative technology solutions. RXR actively invests in real estate credit, rental housing, commercial properties, and property technology utilizing value-added and opportunistic investment strategies.Job OverviewThe Associate will play a pivotal role in managing RXR’s existing and new real estate private equity and debt funds. Responsibilities include overseeing daily fund and portfolio operations, financial forecasting, and ensuring seamless coordination among internal teams for the successful execution of portfolio business plans. This position also involves supporting investor reporting through the synthesis of portfolio insights, ensuring timely and accurate communication of fund updates and materials to Limited Partners (LPs). The Associate will blend operational precision with investment acumen to facilitate smooth fund operations and keep investors well-informed. Collaboration with acquisitions, asset management, strategy and product development, and accounting teams will be crucial for generating in-depth analytics, maintaining portfolio models, and aiding strategic capital allocation decisions.

Join our dynamic team at Lewis Associates as a Mid-Level Attorney specializing in Global Alternative Investments. In this pivotal role, you will provide expert legal counsel and play a key part in our investment strategies, ensuring compliance and navigating complex regulatory landscapes. Your expertise will help shape our approach to alternative investments across various asset classes.

Company Overview: Established in 1983, Caxton Associates is a distinguished global trading and investment firm with a presence in major financial hubs including London, New York, Monaco, Singapore, and Dubai. Our core mission is to expertly manage both client and proprietary capital across a diverse range of liquid global hedge fund strategies. This broad mandate empowers us to engage in trading across international markets and financial instruments, emphasizing alpha generation for our clientele.The Role:We are actively seeking seasoned Portfolio Managers with expertise across various strategies, including but not limited to:Discretionary MacroEmerging Markets MacroEquity Long/ShortEvent-DrivenFixed Income Relative ValueMedium-Frequency SystematicCommoditiesIn this pivotal role, you will oversee a substantial capital allocation, apply extensive risk management protocols, and thrive in our collaborative, research-focused environment. We value insightful dialogue on global macroeconomic trends, geopolitical shifts, and market dynamics. We seek professionals capable of deriving distinctive insights within their investment domains, enhancing our strategic outlook, and utilizing collective expertise to generate alpha.Key Responsibilities:Independently manage a significant capital allocation by crafting, executing, and overseeing an alpha-driven investment strategy.Build portfolios aimed at achieving asymmetric returns, with minimal correlation to conventional capital markets, by recognizing and exploiting distinctive market perspectives.Implement stringent risk management practices, consistently evaluating the validity of all positions and investment hypotheses.Engage collaboratively within a global team, sharing knowledge and adding value through shared insights and expertise.Adhere strictly to all industry regulations and internal risk management protocols.

About Man GroupMan Group is a premier global alternative investment management firm dedicated to delivering superior returns for discerning clients through our diverse Systematic, Discretionary, and Solutions offerings. Leveraging exceptional talent and cutting-edge technology, our comprehensive investment strategies encompass in-depth research and span both public and private markets across all major asset classes, with a strong emphasis on alternatives. We adopt a partnership approach with our clients, forging deep connections and developing bespoke solutions to achieve their investment objectives and those of the millions of retirees and savers they represent.Headquartered in London, we manage assets totaling $227.6 billion* and operate from multiple global offices. Man Group plc is publicly traded on the London Stock Exchange under the ticker EMG.LN and is a member of the FTSE 250 Index. For more information, please visit www.man.com* As of 31 December 2025Position ResponsibilitiesWe are looking for a motivated Analyst to join our expanding Portfolio Management group within our private credit asset management division. The primary responsibilities include monitoring the performance of 15-20 portfolio companies and providing support to deal teams on assigned investments. Additional tasks involve ensuring the accuracy and comprehensiveness of financial data on our internal platform, ongoing identification and analysis of portfolio risk trends, completing quarterly portfolio account and valuation updates, collaborating with credit rating agencies to establish and maintain credit ratings, and facilitating investor reporting workflows. This role will offer the opportunity to work closely with various departments (Underwriting, Capital Markets, Business Development, Investor Relations, Operations) and external service providers on specific tasks such as fundraising and preparing materials for Board of Directors meetings.

iCapital Network is looking for a Junior Portfolio Manager, iDPE - Vice President to join the team in New York, NY. This entry-level position offers the chance to work closely with experienced professionals in the financial services sector. Role overview The Junior Portfolio Manager will help manage and optimize client portfolios. Responsibilities include monitoring market trends and assisting with key investment strategy decisions. The role provides exposure to a range of portfolio management activities and supports the broader investment team. What you will do Support the management of client portfolios Track and analyze market trends Assist with investment strategy and decision-making Requirements Entry-level experience in financial services or a related field Interest in portfolio management and investment strategies Strong analytical and communication skills

General Atlantic is a global investment firm with more than 45 years of experience. Since 1980, the company has partnered with over 830 businesses, supporting entrepreneurs and investors focused on building long-term value. The firm manages about $123 billion in assets and operates with a team of more than 900 professionals across 20 countries. Its platform includes Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. For additional information, visit www.generalatlantic.com. Role overview The Vice President of Portfolio Management will join the team in New York (Park Avenue), concentrating on General Atlantic’s core growth equity investment strategy. Key responsibilities Lead analytics at both the fund and portfolio level Drive risk management processes and deliver strategic insights Work closely with senior leadership, portfolio managers, and investment teams Collaborate with cross-functional partners to monitor performance, manage risk, and optimize capital allocation Support the ongoing growth and scalability of investment strategies Qualifications Strong analytical skills and portfolio management experience Strategic thinker with a background working across multiple functions, such as Finance, Capital Solutions, Legal/Compliance, Fund Accounting, Valuations, or Technology Comfortable in a data-driven investment environment

About HyphaHypha is an innovative AI-driven platform that is reshaping asset management throughout the entire lifecycle—covering acquisition, management, and exit strategies. Specializing in healthcare facilities and multifamily real estate, we are at the forefront of industry transformation through our three fundamental pillars:Observability: Offering real-time insights into asset performance, deal progression, and market trends for all stakeholders involved.Intelligence: Facilitating AI-enhanced multidimensional optimization that includes risk assessments, tax strategies, and performance benchmarks.Orchestration: Developing streamlined workflows and a unified source of truth to remove inefficiencies and drive productivity.Role OverviewAs the Engineering Manager at Hypha, you will spearhead a team dedicated to developing and enhancing a vital product area while influencing the technical trajectory of our platform. Collaborating closely with product, design, and leadership teams, you will prioritize tasks, devise roadmaps, and ensure the team is concentrated on delivering impactful results.This position is hands-on; you will facilitate sprint planning, remove obstacles for engineers, and uphold high engineering standards, while also actively contributing to the codebase. You will design systems, assess architectural decisions, and collaborate with your team to deploy features that enhance Hypha’s core offering.We seek an individual who has prior experience managing engineering teams and recognizes that effective management is about empowering your team to excel. This entails providing clear guidance, establishing rapid feedback mechanisms, eliminating impediments, and fostering a culture where engineers can thrive while maintaining excellence.

Company Overview:Founded in 1983, Caxton Associates is a premier global trading and investment firm with a robust presence in key financial hubs, including London, New York, Monaco, and Singapore. Our core business revolves around managing client and proprietary capital using sophisticated global macro hedge fund strategies. We engage in trading across diverse global markets and instruments, ensuring a wide-ranging investment approach.Program Overview:At Caxton Associates, we are dedicated to cultivating top-tier investment talent. Our commitment to professional growth is evident in the comprehensive two-year Associate Portfolio Manager (APM) Program, initiated in 2012. This exceptional program serves as a gateway for talented buy-side investors, distinguished sell-side traders, and elite quantitative analysts across various hedge fund disciplines, encompassing discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.The APM Program provides participants with immersive experiences and intensive training, honing their investment acumen with the ultimate goal of advancing to a senior Portfolio Manager role within Caxton. Over a quarter of our current Portfolio Managers have successfully transitioned through this program, a testament to its efficacy.Candidate Requirements:We are on the lookout for candidates with 3 to 10 years of experience in asset management, hedge funds, or market making. The ideal candidate will demonstrate proficiency and preferably direct experience in implementing relevant investment strategies and understanding associated markets. We value entrepreneurial spirits who are eager to develop and expand their investment strategies. The ability to work independently while collaborating effectively with various stakeholders is essential, alongside a proven track record of continuous growth and adaptation.If you have a relentless passion for financial markets and possess a strong work ethic that aligns with the criteria outlined above, we encourage you to apply. Please submit your CV, investment track record (if available), and a detailed proposal of your investment strategy, as a comprehensive strategy outline is a crucial part of your application.We look forward to discovering your potential and welcoming your contributions to the ongoing legacy of Caxton Associates.

Company Overview: Founded in 1983, Caxton Associates is a premier global trading and investment firm with a presence in major financial hubs including London, New York, Monaco, Singapore, and Dubai. Our firm specializes in managing client and proprietary capital through diverse hedge fund strategies such as discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven approaches. Our objective is to generate substantial alpha for our clients by trading across a wide array of global markets and financial instruments.The Role: We are on the lookout for seasoned Portfolio Managers with expertise in Equity Long/Short strategies. In this crucial position, you will manage a significant capital allocation while ensuring robust risk management practices across all active investments. At Caxton, we champion collaboration, encouraging ongoing discussions about global macroeconomic trends, geopolitical shifts, and market dynamics. Professionals who can distill critical insights from their investment universe to enhance the collective knowledge of the team will find an ideal environment to excel and drive alpha.Key Responsibilities: Independently manage substantial capital allocations by developing, executing, and monitoring effective Equity Long/Short strategies. Build portfolios that emphasize low net delta, balanced sector and industry exposure, and significant idiosyncratic risk attribution. Perform comprehensive market and industry analysis, alongside extensive fundamental and business cycle research. Implement rigorous risk management protocols, continually evaluating the merits of all positions and investment hypotheses. Collaborate in a global team setting, contributing to and leveraging collective insights and expertise. Maintain strict adherence to industry regulations and internal company policies.

Role Overview iCapital Network is hiring for an Assistant Vice President or Vice President, Model Portfolio Specialist. This position is based in Greenwich, Connecticut or New York, New York. The role centers on managing alternatives-oriented model portfolio initiatives, working closely with the Team Lead to shape rollout strategies, drive client adoption, and coordinate internal workflows for smooth execution. A strong grasp of alternative investments and how wealth advisors use model portfolios is essential. Main Responsibilities Contribute as a key member of the Research and Due Diligence team, focusing on: Understanding the construction, positioning, and investment rationale for both custom and marketplace model portfolios. Clearly communicating model design, use cases, and ongoing development, especially regarding alternatives integration. Work with Private Wealth Solutions (PWS) to strengthen sales and marketing for: Custom model portfolios, both existing and in development. Marketplace models offered on the iCapital platform. Coordinate with National Accounts to align model portfolio sales efforts with enterprise and home office distribution strategies. Act as the primary sales contact for model portfolios by: Engaging advisors in discussions about model portfolios. Answering questions on portfolio construction, positioning, and execution. Highlighting the unique strengths of iCapital's models compared to competitors. Partner with internal teams to carry out proactive advisor engagement, including: Targeted outbound calling campaigns using home office data. Following up on advisor activity and interest in iCapital-supported models. Collaborate with home office contacts, such as independent broker-dealers and enterprise platforms, to: Gather insights on priority advisors. Support and promote direct sales campaigns. Work with National Accounts and Marketing to develop coordinated engagement strategies that improve distribution and the advisor experience by: Using firm data (segmentation, adoption trends, engagement indicators) to guide targeting and education.

Are you eager to transform the financial landscape? Do you possess an engineering-first mindset combined with the quantitative acumen to navigate financial instruments and their valuations? If you are a solution-oriented individual who excels at delivering top-notch products with unparalleled performance, we would love for you to become a part of our dynamic team. As a Staff Software Engineer at Ridgeline, working within our Trading - Portfolio Management Team, you will be instrumental in developing sophisticated, high-quality applications for our Trade Order Management solution. Utilizing state-of-the-art technologies and the power of AI tools like Claude Code, GitHub Copilot, and ChatGPT, you will contribute to an industry-leading platform, all while thriving in a collaborative, fast-paced setting. Your passion for engineering and finance will significantly influence the future of investment management technology. Joining the Ridgeline Trading team means being a part of a culture that values innovation, leveraging advanced AI-driven solutions to enhance development processes, and making a meaningful impact in an industry ripe for change. At Ridgeline, our work culture is as important as our products. We embrace ownership, prioritize growth over comfort, and advocate for transparent communication. We assume positive intent, focus on action, and bring solutions rather than just problems. We celebrate achievements, learn from challenges, and thrive in a resilient, collaborative, high-performing environment. If the Ridgeline Way resonates with you, we look forward to meeting you. Note: You must be authorized to work in the United States without the need for employer sponsorship.

Jordan Park Group is a premier investment management firm dedicated to providing tailored financial advice and investment solutions to a unique clientele of individuals, families, and institutions. Our clients are distinguished by their significant contributions to business, philanthropy, government, and society. Our team comprises empathetic problem solvers possessing a rich tapestry of experience and diversity. We thrive on complexity and are adept at navigating challenges to empower our clients in achieving their most favorable outcomes.Our mission is to enhance lives and preserve legacies. Associate, Portfolio Implementation SpecialistNew York, New YorkWe are on the lookout for a motivated Associate-level Portfolio Implementation Specialist to join our dynamic investment advisory team in New York. This role presents a unique opportunity to collaborate with colleagues who prioritize teamwork, exceptional service, and a commitment to excellence. Our operational ethos is grounded in responsiveness, dependability, and technical proficiency.Your RoleAs an Associate supporting the Portfolio Management Team at Jordan Park Group, you will play a crucial role in managing and overseeing client portfolio investments. Your responsibilities will encompass daily trading execution across Separately Managed Accounts (SMAs), ETFs, and mutual funds. Additionally, you will work closely with the broader investment team to support initiatives spanning multiple strategies and asset classes.Key Responsibilities Include:Monitoring portfolio positioning, trade execution, cash levels, and compliance with client guidelines and restrictions.Utilizing proprietary tools and data systems to rebalance and optimize client portfolios.Collaborating with Client Coverage and Investment teams to address client requests and manage lifecycle events (e.g., account openings, cash flows, rebalances, tax-loss harvesting).Assisting senior Portfolio Managers in developing and executing firmwide investment strategies.Working closely with sub-advisors to communicate SMA objectives, facilitate funding and setup, and resolve operational or trading discrepancies.Partnering with Operations and Compliance to document procedures and ensure adherence to investment guidelines.Contributing to ongoing enhancements of trading and portfolio management systems.Supporting investment workflows across Public, Private, and Alternative asset classes.Identifying opportunities for workflow improvements and proposing process enhancements.Assisting with client account onboarding and portfolio structuring.About You