Financial Advising Analyst
Key Responsibilities Financial Planning: • Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management.
Archives: Job Listings
Tax Accountant
Job Summary:
We are seeking a detail-oriented and analytical Tax Accountant to manage the preparation and filing of tax documents, ensure compliance with tax regulations, and support financial planning initiatives.
Executive Assistant
Key Responsibilities: Executive Support & Calendar Management • Serve as the administrative contact for executive leadership, managing complex calendars, meeting logistics, and scheduling needs with discretion and foresight.
Accounts Receivable Specialist
Position Summary: The Accounts Receivable Specialist ensures the accurate and timely management of all client billing and collections activity. This role supports financial operations through proactive invoice tracking, client communication, and integration with AR software such as Bill.
Managing Tax Director
Position Summary
We are seeking an experienced and forward-thinking Managing Tax Director to lead our tax department with a focus on strategic direction, technical excellence, and operational effectiveness.
Private Credit Operations & Reporting Associate
OVERVIEW: The company seeks a highly resourceful, proactive, and detail-oriented individual to join its new operations team supporting the firm’s private credit business, which focuses on private, less liquid, and stressed and distressed corporate credit and equity opportunities globally.
Accountant Rotational Program
Accountant Rotational Program OVERVIEW: The Company seeks accounting associates to join its Accountant Rotational Program. Rotational accountants at our firm collaborate on challenging, impactful projects while rotating through two departments over the course of two years.
Assistant Controller
Job Overview This is a new position brought about by the creation of a new U.S. debt fund formed in 2023 as well as two new separate account mandates that were closed over the past quarter. There is the possibility of additional private debt funds being formed in both the U.S.
Compensation Analyst
Compensation Analyst, Human Resources
Description We are seeking a Compensation Analyst to join our Human Resources team. The Compensation Analyst will be responsible for supporting day-to-day compensation tasks, data management, and compensation planning.
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