Financial Planning and Analysis

• Lead the development and delivery of services across asset management projects.
• Spend significant time on project management, staffing, and quality assurance.
• Be recognized as a subject matter expert in asset management, private credit, and private equity.
• Interact with clients to determine needs and develop plans for operational improvement.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Act as a key leader in the Financial Services practice.
• Manage client accounts, work plans, staffing, and budgets.
• Foster client relationships and ensure high-quality service.
• Manage teams by tracking performance and encouraging continuous improvement.
• Resolve issues and project conflicts.
• Develop and execute business development strategies.
• Lead proposals, presentations, and contract negotiations.
• Drive revenue growth through client opportunities and account planning.
• Represent the firm at industry events and build referral relationships.

Director – Tech-Enabled Finance Transformation, Asset Management

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Fixed Income Trader – Investment Grade Corporates

Accounting and Finance Rotational Analyst

Accounting & Finance Rotational Analyst