Territory Manager - New York/Pennsylvania Spartan Tool LLCTerritory Manager - New York/PennsylvaniaNYFrom our plant in Niles, Michigan, we design and assemble electro-mechanical machines, video inspection camera systems and high-pressure water jetters that are built to last, easy to use, and ready for the job—backed by real-world know-how, hands-on training and unmatched service. Historically talented at restoring distressed companies, Heico now strategically targets acquisitions that will complement its ever-growing portfolio of companies in manufacturing, construction, and industrial services.
NewSenior Manager, Clinical Vendor Contracts & Alliance Management, Clinical Operations Agios PharmaceuticalsSenior Manager, Clinical Vendor Contracts & Alliance Management, Clinical OperationsAnywhere, NY$131,000–$196,000 / yearThe Senior Manager, Clinical Vendor Contracts and Alliance Management is responsible for relationship management, strategic insight, tactical support and execution of end-to-end outsourcing activities required to successfully execute clinical studies in a fast-paced and dynamic environment. Includes, but is not limited to contributing to service needs discussions in Clinical Trial Working Group (CTWG), identifying vendors, gathering business needs, and leading RFPs, bid defense meetings, scoring and award discussions.
NewSenior Marketing Manager - Remote CorpaySenior Marketing Manager - RemoteAnywhere, NYRemote$110,000–$140,000 / yearThis is a highly visible role for a strategic marketer who enjoys connecting the dots, influencing stakeholders, and turning complex offerings into clear, compelling value for customers. Corpay is a global technology organization that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay.
NewSocial Media Manager - Remote LaterSocial Media Manager - RemoteAnywhere, NYRemote$90,000–$120,000 / yearBy combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Your community management work contributes to a measurable improvement in audience sentiment and response rate, and your cross-functional partnerships have helped create more integrated, higher-impact campaigns.
NewSenior Product Manager - Remote CorpaySenior Product Manager - RemoteAnywhere, NYRemote$145,000–$180,000 / yearThis leader will operate at the intersection of ecosystem strategy, revenue growth, channel partnerships, and integration platform evolution — serving as the strategic hub between ERP channel partners, sales, marketing, product engineering, and customer success. This is a market-facing, commercially oriented role responsible for shaping how Corpay integrates, competes, and grows within ERP marketplaces — specifically Microsoft Dynamics/Business Central, NetSuite, and Sage Intacct.
NewSALES MANAGER AUTO DEALERSHIP CHRYSLER DODGE JEEP RAM CDJR FORD Oneida Any AM LLCSALES MANAGER AUTO DEALERSHIP CHRYSLER DODGE JEEP RAM CDJR FORDOneida, NY$75,000–$150,000 / yearClosely follows customer tastes, lost sales, the history of dealership sales, and local market trends to choose which cars to stock and ensure that purchasing is balanced. Works with the sales team on programs to increase gross earnings from new cars and penetration of after-sales marketing (financing and insurance).
NewFederal SAP Concur Implementation Project Manager - Remote Censeo Consulting GroupFederal SAP Concur Implementation Project Manager - RemoteAnywhere, NYRemote$90,000–$140,000 / yearDefines agency’s change management and transition communication requirements and performance metrics with a focus on mitigating adoption risks and satisfying customer information needs Identify agency stakeholder groups, assess stakeholder information needs, and prepare communication planning materials outlining key messages, methods, and timing by stakeholder group. Censeo is seeking a consultant to serve as a Customer Engagement Manager to support the GSA and other federal client agencies by providing customer engagement and operations planning support to customer agencies transitioning to the GO.gov e-gov travel services (ETS) shared service.
NewAccount Manager - Creator Affiliate - Remote LaterAccount Manager - Creator Affiliate - RemoteAnywhere, NYRemote$105,000–$115,000 / yearBy combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
Fixed Income Trader/Portfolio Manager Deutsche BankFixed Income Trader/Portfolio ManagerNew YorkAs a Fixed Income Trader, you will work closely with portfolio managers, investment managers, and bankers in the construction and oversight of short duration separately managed fixed income accounts. Fixed Income Portfolio Management is part of Wealth Management’s Discretionary Portfolio Management team and provides investment management services for clients of the bank.
Commercial Portfolio Manager Development Program Solvay Bank CorpCommercial Portfolio Manager Development ProgramSyracuse, NYThis individual will be engaged with both our Credit and Commercial teams, ultimately supporting Relationship Managers in structuring, underwriting, and servicing loans, while acting as a resource for credit analysis, and portfolio reporting. The Portfolio Manager supports Relationship Managers in structuring, underwriting, and servicing loans, while acting as a resource for credit analysis, and portfolio reporting.
Portfolio Manager Silvercrest Asset Management GroupPortfolio ManagerNew YorkAbility to work in a collegial, team-oriented environment focused on growing AUM by working with clients to meet their investment objectives. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients' overall investment objectives.
Portfolio Manager, Agentic Systems WorldQuantPortfolio Manager, Agentic SystemsNew YorkAs a Portfolio Manager focused on Agentic Systems, you will manage a live trading book while working with cognitive reasoning architectures that enable autonomous systems to solve complex financial problems and reason through multi-step solutions. This role offers the unique opportunity to develop as a portfolio manager while shaping the future of quantitative finance through the strategic utilization of agentic AI systems that solve complex financial problems and drive measurable business value.
Senior Portfolio Manager, Lender Finance Webster BankSenior Portfolio Manager, Lender FinanceNew YorkPortfolio Management: Monitor assigned portfolio of lender finance credit facilities focusing on borrower's financial performance via a variety of borrowing base (“BB”) and other financial reports, including lead agented LF transactions for accuracy and completeness, while addressing any deficiency in the BBs. Preparing internal portfolio review memos to senior credit executives including quarterly dashboards and annual reviews as well as assisting on internal and external audit reviews.
Waste Portfolio Manager Mondelez International IncWaste Portfolio ManagerRemote Worker, NYRemote$122,000–$167,750 / yearWe have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands-including Oreo and Chips Ahoy! cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products -are close at hand for our consumers across the country. The role partners closely with pillar owners and functional stakeholders to translate strategy into actionable plans, strengthen governance and accountability, track value delivery, and build the pipeline of future waste reduction opportunities.
Tax-Exempt Fixed Income Portfolio Manager Silvercrest Asset Management GroupTax-Exempt Fixed Income Portfolio ManagerNew YorkJob Objective: The Tax-Exempt Fixed Income Portfolio Manager will be responsible for managing investment-grade bond portfolios for high-net-worth clients, with a focus on short to intermediate duration strategies. The actual base compensation offered will be determined by various factors, including, but not limited to, the candidate's relevant years of experience, career progression, qualifications, educational background, certifications or professional licenses, and role-specific skills.
Head of Derivatives, Portfolio Manager Harbor Capital AdvisorsHead of Derivatives, Portfolio ManagerNew YorkHarbor Capital Advisors is hiring a Head of Derivatives, Portfolio Manager to build and lead our Navigator suite—a new platform of ETFs that uses options and other derivatives to deliver outcomes such as high distributable yield with disciplined risk management. This role will serve as a senior PM within our Multi-Asset Solutions Team, contributing to cross-asset trade ideas, alpha initiatives and product design alongside managing and developing the Navigator lineup.
Senior Portfolio Manager - Reuters Events Thomson ReutersSenior Portfolio Manager - Reuters EventsUnited States of America, New YorkFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Portfolio Manager - Modernization Engagement Lead KyndrylPortfolio Manager - Modernization Engagement LeadNew YorkKyndryl is looking for a Portfolio Manager - Modernization Engagement Lead to own delivery of complex, multi‑tower modernization programs, bringing together modernization solution components across applications, cloud, mainframe, and network & edge into a single, cohesive client outcome. This role is built for leaders who can drive end‑to‑end execution, coordinate dependencies across multiple workstreams, and ensure modernization outcomes are delivered with disciplined program management and strong technical solution leadership.
NewProject Portfolio Manager Jose MercilineProject Portfolio ManagerNew YorkThis includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, and securities-based loans and tailored lending. The position will support Data and Risk Management Fleet including Market Risk, Regulation W Management System (RWMS), and Technology Inventory Management (TIM) / Change Management, Data Governance, Lending, and Mortgages/Deposits/Cash Management Squads.
Portfolio Manager AXQ CapitalPortfolio ManagerNew YorkWorking closely with quantitative researchers and developers, you will design alpha-generating strategies, optimize portfolio construction, and implement risk management framework. AXQ Capital is a global quantitative investment firm with offices in New York, Beijing, Shanghai, and Hong Kong.
Portfolio Manager (Global Futures) AXQ CapitalPortfolio Manager (Global Futures)New YorkWorking closely with quantitative researchers and developers, you will design alpha-generating strategies, optimize portfolio construction, and implement risk management framework. Strong hands-on programming skills and experience working with large financial datasets Creative, analytical, and collaborative mindset with strong attention to detail .
Portfolio Manager (Europe) MavenPortfolio Manager (Europe)New York3+ years experience as a PM, or 4-5 years as an assistant PM; Realised Sharpe >2.5; Display track record of strategy; Deep understanding of strategy; Strong coding skills; Strong researching skills; Masters or PHD in scientific subject. In addition, the PM will have a solid understanding of the dynamics of markets, and use these dynamics to display a qualitative appreciation of when their strategy performs well and poorly.
Vice President, Assistant Portfolio Manager RXRVice President, Assistant Portfolio ManagerNew YorkHeadquartered in New York with a nationally-scaled platform, RXR is a 450+ person, vertically integrated investment manager with expertise in a wide array of value creation activities, including acquisitions, asset and portfolio management, property operations, development, construction, leasing, and technological innovation. The VP partners closely with acquisitions, asset management, capital markets, and accounting while acting as a key point of accountability for fund performance, liquidity management, capital structure decisions, and investor-facing outputs.
Portfolio Revenue Manager KasaPortfolio Revenue ManagerNew YorkGenerous Stock Option Plan: At Kasa, our compensation philosophy is to offer a total compensation package that over-indexes on equity to encourage our team to think like owners (by being owners) and benefit from the value growth that our collective hard work creates. The Pay: The starting base pay range for this role is between $105,000 and $140,000 and is set based on multiple considerations, including business needs, market demands, talent availability, experience, and unique skills and attributes.
NewPortfolio Manager Jose MercilinePortfolio ManagerNew YorkPosition Description: The company is looking for a dynamic, self-motivated Portfolio Manager with wide-ranging technology experience, to include managing projects for the DevOPS organization and strong knowledge of technology infrastructure. * Proactively manage and remove impediments and risks to ensure the teams can focus on delivery, while working to establish the team?s baseline velocity, sprint cadence, and release plans.
NewPortfolio Leader (Manager/Sr. Manager/Director) Salesforce IncPortfolio Leader (Manager/Sr. Manager/Director)NY$155,190–$263,060 / yearYou will lead a blended delivery team made up of two specialist functions: Forward Deployed Engineers (Technical Builders - who design, build, and deploy AI Agents directly in customer environments) and Deployment Strategists (Strategic Builders - customer-facing advisors who shape AI strategy, define use cases, and drive adoption). Cross-Functional Alignment: Partner lock-step with Services, Account Success, and Product teams to help enterprises activate and consume Agentforce quickly, moving customers from pilot to production at hyper-speed.
Director Portfolio Management ABL Webster BankDirector Portfolio Management ABLNew YorkResponsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the region's overall goals. The Director, ABL Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support the ongoing portfolio management of existing lending relationships.
Director Portfolio Management CRE Webster BankDirector Portfolio Management CRENew YorkGreat interpersonal skills with ability to interface with Relationship Managers, Underwriters and Portfolio Managers, Senior Credit Officers, clients, and executive management. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Transportation Portfolio Management Deutsche BankTransportation Portfolio ManagementNew YorkActual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. It is the Bank’s expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank’s hybrid working model.
Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market) KeyCorpVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)NY$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Associate, Portfolio Implementation - NY Jordan Park GroupAssociate, Portfolio Implementation - NYNew YorkThe expected base salary for this role in New York, New York will range from $110,000 - $120,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Partnering with Client Coverage and Investment teams to address client requests and manage lifecycle events (e.g., account openings, cash flows, rebalances, tax‑loss harvesting).
Blackstone Credit & Insurance– Liquid Credit Strategies, CLO Portfolio Management, Senior Associate BlackstoneBlackstone Credit & Insurance– Liquid Credit Strategies, CLO Portfolio Management, Senior AssociateNew YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Our investments span the credit markets, including private investment grade, asset based lending, public investment grade and high yield, sustainable resources, infrastructure debt, collateralized loan obligations, direct lending and opportunistic credit.
Real Estate - Portfolio Management (Strategic Insights and Messaging) BlackstoneReal Estate - Portfolio Management (Strategic Insights and Messaging)New YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The main areas of responsibility for the role include: Insights & Analytics: Track and analyze portfolio performance, activity, and positioning across all sectors and regions globally; source and synthesize data from real estate markets, macroeconomic trends, capital markets and current events to support internal and external stakeholders.
Portfolio Analytics Specialist Arcana AnalyticsPortfolio Analytics SpecialistNew YorkOur Portfolio Analytics Specialists work directly with clients, product, and engineering teams to onboard sophisticated investment firms, solve complex portfolio analytics challenges, and help build institutional-grade financial software. If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we’d love to talk.
Portfolio Management – Valuations & Analytics, AVP BlackstonePortfolio Management – Valuations & Analytics, AVPNew YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Assist in day-to-day management of the team including, but not limited to, deliverable tracking, model development, valuation model reviews, presentation to senior leaders, and completion of ad-hoc deliverables.
BXMA- Total Portfolio Management, Chief of Staff BlackstoneBXMA- Total Portfolio Management, Chief of StaffNew YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The Chief of Staff will sit on the Total Portfolio Management team within BXMA and serve as a trusted advisor and strategic partner to the Global Head of Total Portfolio Management, providing high-level support across investment strategy, client strategy, and organizational strategy.
BXMA – Total Portfolio Management: Private Investments, Vice President BlackstoneBXMA – Total Portfolio Management: Private Investments, Vice PresidentNew YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The Vice President will be a core investment professional within BXMA’s Total Portfolio Management (TPM) platform, responsible for diligence and execution across fund investments, co‑investments, and select direct investments.
Credit Underwriter I/II-Commercial Real Estate Portfolio Mngt Bank of AmericaCredit Underwriter I/II-Commercial Real Estate Portfolio MngtNew YorkThey report to the Senior Credit Manager (SCM) or Credit Products Manager (CPM) and partner closely with the Credit Team; Credit Risk Manager (CRM), Relationship Managers (RM), Credit Officers (CO), and Underwriters (UW) to ensure Client needs/requests are being addressed. Responsible for all monitoring and maintenance activities on an assigned portfolio including risk rating scorecards, annual sponsor/guarantor financial reviews, covenant compliance, construction monitoring, interest reserve analysis, lease reviews, loan reporting, and site inspections.
NewLegal & Compliance - BXMA - Attorney, Total Portfolio Management, AVP BlackstoneLegal & Compliance - BXMA - Attorney, Total Portfolio Management, AVPNew YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).
Portfolio Management Analyst Man GroupPortfolio Management AnalystNew YorkAdditional responsibilities include ensuring the accuracy and completeness of financial data maintained on an internal platform, the ongoing identification and analysis of portfolio risk trends, completing quarterly portfolio account and valuation updates, liaising with credit rating agencies to establish and maintain credit ratings, and facilitating investor reporting workflows. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives.
Blackstone Multi-Asset Investing (BXMA) – Portfolio Strategy Group, Vice President BlackstoneBlackstone Multi-Asset Investing (BXMA) – Portfolio Strategy Group, Vice PresidentNew YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The Portfolio Specialist will liaise with BXMA’s Institutional Client Solutions team, and a variety of other teams within BXMA, to ensure that: Portfolios are positioned to accomplish the long-term objectives of our clients.
Structural Engineering Portfolio Leader - Northeast Brown and Caldwell IncStructural Engineering Portfolio Leader - NortheastNYRemote$129,000–$177,000 / yearKey objectives of the Structural Discipline Leader role are to: represent the discipline within the Portfolio delivery team, ensure the discipline has the resources to deliver all design projects in the Portfolio, support the client portfolio and Portfolio Design Manager to ensure successful project delivery and support the Portfolio Chief Engineer to ensure successful quality assurance and control of project deliverables. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Portfolio Analyst, Private Credit AksiaPortfolio Analyst, Private CreditNew YorkAksia’s Private Credit team partners with institutional investors to design and implement portfolios across corporate direct lending, opportunistic and stressed/distressed credit, specialty finance, asset‑backed credit, and related strategies. The role sits at the intersection of investment underwriting, portfolio management, investor reporting, and product development, providing broad exposure to private credit strategies, managers, and transactions.
Investment / Portfolio Management Analyst Man GroupInvestment / Portfolio Management AnalystNew YorkPowered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Carry out market research, assist in analysis of new convertible investments, assist in monitoring and day-to-day management of existing investments and systems.
NewPortfolio Director SimCorpPortfolio DirectorNew York$199,280–$298,920 / yearWorking directly with Consulting teams, Commercial, Value Advisory, CSM, and all relevant Client Services stakeholders, you will be responsible for managing successful delivery of large and complex deals across The Americas, orchestrating inputs related to delivery health, performance, and risk across a defined client portfolio. The mission of the role is to ensure that the region can efficiently and effectively handle multiple complex deliveries simultaneously, with good governance, stakeholder management and proper risk control measures in place, ultimately leading to increased success through delivery.
Planner, Portfolio Planning National Grid PlcPlanner, Portfolio PlanningSyracuse, NY$73,000–$85,000 / yearManage, balance, and coordinate external and internal resources to optimize short and long-term resource needs to achieve the work plan and deliver against agreed programs of work. To be successful we must anticipate the needs of our customers, reducing the cost of energy delivery today and pioneering the flexible energy systems of tomorrow.
Portfolio Solutions Leader Marsh McLennanPortfolio Solutions LeaderNew YorkMaster a detailed understanding of changing insurance and risk management market conditions and informs client executives, client advisors, and/or clients of major developments affecting various types of products/coverage. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Product Operations Manager Clearwater AnalyticsProduct Operations ManagerNew YorkThis is a strategic role for someone who understands how great product organizations work, who can influence without direct authority, and who thrives in the complexity of regulated financial services markets serving Insurance companies, Asset Managers, Hedge Funds, and Asset Owners. The Product Operations Leader will be the connective tissue across all senior Product leaders and their teams — driving the cadences, frameworks, and discipline that turn strong product vision into predictable, client-centric delivery.
Head of Manager Selection Analytics MIO PartnersHead of Manager Selection AnalyticsNew YorkWe operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets. The individual will serve as a strategic thought partner to the Head of Portfolio Analytics and senior leadership (CIO, CRO, PMs), while owning the analytics and infrastructure that underpin investment decision-making across internal and external managers.