Facilitate the buyback process by collaborating with internal and external parties, educating on dealer agreement violations, and preparing legal documentation while recommending improvements to enhance operational efficiency.

Facilities Analyst managing building repairs for client retail properties

The Senior Wealth Analyst supports the Ultra High Net Worth advisory team by gathering data, building scenarios, performing investment analysis, and presenting financial plans to complex clients. Key duties include reviewing and rebalancing investment portfolios, creating various client reports like balance sheets and Monte Carlo simulations, and assisting with all aspects of client service.

This role is responsible for the technical administration, calculation, and optimization of the firm’s third-party compensation programs, requiring close partnership with business, legal, accounting, and technology teams. Key duties include supporting the calculation and payment of 3P compensation, interpreting complex contracts into scalable logic, and configuring/maintaining compensation system logic.