Sales

• Execute the strategic sales plans and initiatives developed by the VP of Sales.
• Directly lead and manage Account Managers (AMs) and Regional Sales Managers (RSMs).
• Oversee daily sales operations, including pipeline management.
• Ensure AM and RSM teams consistently meet or exceed assigned sales targets.
• Identify, refine, and optimize sales processes to improve efficiency.
• Collaborate with Marketing, Services and Product teams.

Director of Sales

Accounting Manager

• Manage multiple client relationships ensuring superior client service with their client service team members
• Deliverables include fund administration services provided to private equity funds such as:
• Review accounting records, financial statements and support schedules (GAAP & OCBOA)
• Review SBA compliance reporting, including SBA Form 468 preparation
• Review capital call & distribution calculations and letters
• Review waterfalls and partner capital account statements
• Coordinate deliverables with Investor Services team
• Career development, supervision and training of staff
• Daily client and team member interaction
• Leading certain client relationships
• Internal responsibilities (filing, status reports, time tracking, etc.)
• Review processes and make recommendations on how they can become more efficient

Senior Manager – Client Accounting

Accountant

• Oversee day-to-day Fund/SPV administration for Real Estate portfolios, including preparation of monthly and quarterly management accounts and reporting, year-end financial statements, assisting with audits, coordinating tax compliance, and managing payment services for unit trusts and private companies.
• Calculation of net asset values on a variety of complex Real Estate Funds as well as preparation of NAV packs.
• Serve as the central point of contact for a portfolio of Australian client accounts.
• Ensure work is delivered to a high standard and provide coaching and guidance to junior staff and team in India where necessary.
• Manage relationships internally and with external service providers, including auditors, tax advisors, and property managers.
• Assist with the onboarding of new clients.
• Participate in ad hoc projects as required.
• Build and maintain strong client relationship

Senior Fund Accountant

• Perform Cash, Position, Market value, OTE, OTC recon
• Involved in resolution of breaks – liaison with fund, counterparties, & Prime Brokers
• Ensure error free and timely daily support/ deliverables
• Liaison with internal and external PB/Custodians for information
• Book entries in accounting system
• Perform client bespoke reports
• Business process improvement

Fund Accountant

Manager

• Lead and manage daily SAP operations, including incident resolution, service requests, and user support
• Ensure smooth functioning of SAP S/4HANA Public Cloud across business units, focusing on Professional Services processes
• Collaborate with business stakeholders to understand operational challenges and provide timely solutions
• Monitor system performance, proactively identify issues, and coordinate with SAP support or internal teams for resolution
• Oversee functional areas: Professional Services, R2R, P2P
• Support change management, testing, and deployment using SAP ALM tools
• Work with technical teams to leverage SAP BTP for integrations, extensions, and analytics
• Maintain documentation, SOPs, and training materials for operational processes
• Drive continuous improvement initiatives and support enhancement projects
• Ensure compliance with internal controls, audit requirements, and SAP best practices

Technology Manager

Full-stack Engineer

• Ability to leverage accounting knowledge to write reports using Geneva report scripting language (RSL) / SSRS
• Work closely with fund accountants and other business contacts to understand requirements and implement accordingly
• Participate in development activities as part of a Report Development Team using available Reporting Technologies
• Ensure all work products have been fully tested with various business scenarios as part of Unit Testing
• Manage Report deliveries and requirement gathering within the reporting team, conducting Scrum meetings
• Prepare and stage deliverables for production deployment
• Work independently on the end-to-end process of Geneva Upgrades
• Migration of Reports using new technologies
• Support Geneva application and AGA maintenance releases
• Possess excellent communication skills
• Use AI tools (e.g., code assistants, query optimizers, automation tools) to accelerate SQL development, generate boilerplate code and test cases, improve debugging and performance tuning, and automate repetitive data validation and reconciliation processes.

Senior Software Engineer

SDET

• Demonstrate the ability to be an efficient and autonomous learner with respect to business applications and their enhancements and integrations, as well as adopted technologies.
• Demonstrate a very high degree of familiarity with and proficiency in current QA practices.
• Demonstrate the ability to organize and assess information to ensure alignment with company, Scrum and QA team goals, as well as formulate problem statements conducive to verifiable resolution.
• Drive quality improvement under the guidance of a team lead and QA manager.
• Demonstrate excellent collaboration skills, including the ability to: listen sympathetically and attentively to the concerns and suggestions of others, and to present analyses, assessments and recommendations in a clear, succinct and respectful manner.

Senior SDET

Business Development Rep

• Identify and secure new business opportunities within law firms
• Build and maintain strong relationships with key decision-makers
• Conduct in-depth market research
• Work closely with product and solution teams
• Lead negotiations with clients
• Represent the company at industry events

Senior Business Development Manager

• Manage multiple client relationships ensuring superior client service with their client service team members.
• Deliverables include fund administration services provided to private equity funds such as:
• Assist in managing client relationships
• Review accounting records and support schedules
• Review checks and wires
• Review form 1099
• Coordinate deliverables with client and internal teams
• Daily client and team member interaction
• Career development, supervision, and training of staff
• Ensure that best practices are used by fund accounting team and look for process improvements
• Lead/Assist with special projects
• Internal responsibilities (filing, status reports, time tracking, etc.)

Fund Accounting Manager

Financial Crime

• Assist in the AML/KYC verification process for all engaged client relationships
• Deliverables include administration services provided to private equity funds and related clients
• Ensure operational excellence in the AML/KYC on-boarding, client data maintenance, document review, and remediation/KYC refresh processes
• Review investor documents, identify deficiencies or compliance with policies and prepare status trackers
• Assist in identifying items for escalation and participate in decisions regarding client onboarding
• Escalate all High-Risk investors/clients, as appropriate, to the Manager, Compliance and/or legal teams
• Research and analyze background of new and existing clients
• Partake in communications with clients on AML/KYC remediation items and workflow processes
• Performing source of fund verification utilizing different types of bank transaction reports
• Create and/or update procedures, where applicable
• Participate in ongoing training to stay abreast of regulatory and industry changes
• Support implementation, upgrades, and use of all portals or technologies to manage daily workflow
• Internal responsibilities (filing, status reports, time tracking, etc.)

Senior AML Specialist

• Identify and lead execution of US tax planning strategies to manage tax risks and effectiveness with respect to US/international operations and structure in line with best practice.
• Oversee all tax returns, including Federal, State, Sales & Use and US international filing forms 8858/5471/CBCR/GILTI/SubPart F along with 987/988 Gain/Loss calculations.
• Oversee all US tax accounting, forecasting and budgeting, ensuring appropriate provisioning, KPI and policies to satisfy tax requirements, footnote, and deferred tax computations.
• Review quarterly the S Corp shareholder distribution calculations along with providing shareholder relations support.
• Provide strategic direction, technical guidance and leadership of the US tax team as implement new operating model.
• Partner and manage the relationship with external tax advisors, aligning internal and external resources.
• Collaborate with and support global teams such as the business units, shared services and International tax teams.
• Support Director of tax technology as we invest in efficient systems to cope with expanding tax demands.
• Oversee audits and inquiries for direct and indirect tax.
• Work closely with the senior managers of US direct and indirect tax functions to ensure tax compliance, planning, technical guidance and decisions are timely.
• Advise senior leadership of the impact of new tax laws and proposed legislation, ensuring compliance for future requirements.
• Other projects/duties as assigned

Director of Tax Accounting

Systems Engineer

• Lead the end‑to‑end design, engineering, deployment, and operation of the enterprise IT GRC platform.
• Define and execute a multi‑year GRC technology strategy and roadmap.
• Design, build, and maintain scalable control libraries and data models mapped to security frameworks.
• Architect and deliver automated workflows, dashboards, and reporting solutions.
• Design and implement secure, scalable integrations between the GRC platform and enterprise systems.
• Lead, mentor, and develop a high‑performing team of GRC engineers and analysts.

GRC System Engineering Manager

Security Engineer

• Collaborate proactively with a global team, including cybersecurity leaders, developers, quality assurance, project management, and product management teams to deliver quality in a fast-paced environment.
• Share your successes in standup meetings to keep the team informed and on track.
• Conduct quality development to create new features strengthening cybersecurity and resolve issues to improve customer satisfaction.
• Unit testing
• Create test steps for QA testing
• Update process documentation, change control documentation, or other ITSM documentation
• Peer review colleagues’ work, suggest improvements, and grow stronger together.
• Coach and mentor junior team members

Cyber Security Engineer

Client Services Representative

• Respond promptly and accurately to customer inquiries across multiple channels including chat, phone, and email.
• Assist customers in managing their domain portfolios and digital assets to protect and secure their global online brands.
• Build and maintain strong, trust-based relationships with our clients by understanding their specific needs.
• Resolve requests related to orders, domain names, DNS, digital certificates, digital brand management, billing, and technical issues.
• Identify and escalate complex or unresolved issues to the appropriate teams while ensuring follow-up and timely resolution.
• Develop deep knowledge of our services and inform customers about updates and industry developments.
• Support other DBS teams with brand launches, projects, and problem resolution.
• Meet or exceed goals, contributing to maintaining our leadership in customer support as reflected in our outstanding Net Promoter Score (NPS).

Client Service Representative

Business Analyst

• Provide Tier 1 application support for end-users and clients.
• Responsible for providing both onsite and remote support.
• Deal with a high volume of tickets to the Tier 1 support team using various problem-solving techniques.
• Work as a member of the Enterprise Technologies team supporting a newly formed Global Financial Solutions business unit.
• Provide local support to onsite users and remote support to a global user base.
• Follow Standard Operating Procedures and utilize the internal knowledge base.

CSC