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A privately held, multi-generational family office based in New York City is seeking a driven and technologically fluent investment operations professional to support the operational infrastructure, reporting, and data integrity of the family’s investment portfolio. The family office oversees a diverse portfolio of private investment partnerships, public market securities, trusts, and personal entities. It serves as the centralized platform for coordinating investment, financial, tax, estate, and administrative matters on behalf of the family. The organization is intentionally lean and highly collaborative, with a focus on building institutional-quality infrastructure while maintaining a high-touch, service-oriented approach. This role will play a critical part in strengthening the investment operations function, initially through systems implementation and process design, and over time through ongoing oversight of investment accounting, performance reporting, and data governance. Position Overview The Investment Operations Analyst will be responsible for building and overseeing the investment operations infrastructure that supports the family’s portfolio across public and private investments, including complex, multi-entity structures spanning partnerships, trusts, and related investment vehicles. In the near term, this role will partner closely with the Chief Executive Officer and key internal stakeholders to implement core systems, establish workflows, and enhance the integrity of the family office’s investment data environment. Over time, the role will transition into ongoing ownership of investment accounting, performance reporting, and data governance processes — with a mandate to continuously modernize how those functions are performed. The ideal candidate is a detail-oriented, systems-minded, and tech-forward investment operations professional with 4–6 years of experience. They have a strong foundation in alternative investments, a proactive approach to process improvement, and an interest in leveraging modern technology, including AI, to solve operational challenges. Success in this role requires sound judgment, intellectual curiosity, and the ability to operate with discretion in a high-trust family office environment. Key Responsibilities Investment Accounting & Performance Reporting • Oversee the accuracy and completeness of investment data across the portfolio, including capital calls, distributions, valuations, fees, and other transaction activity, • Review and validate monthly and quarterly performance reporting within the family office’s reporting and aggregation platforms, • Prepare and respond to ad hoc reporting and data requests from internal stakeholders, including investment and finance teams, • Proactively identify and present enhanced reporting options and data visualizations to internal stakeholders Data Governance & Integrity • Serve as the primary steward of investment data across systems, including portfolio accounting platforms and data warehouse environments, • Identify and proactively resolve data discrepancies, outages, and variances across systems, • Champion data hygiene and accessibility standards that enable AI and analytics tools to function effectively across the organization Systems Implementation & Process Design • Partner with the Chief Executive Officer to implement and optimize core investment systems and reporting infrastructure, • Lead workflow design and process development to support scalable and efficient investment operations, • Identify opportunities to reduce manual effort through automation and AI-assisted workflows, • Support ongoing system enhancements and integration efforts as the family office evolves Investment Operations & External Coordination • Oversee execution of capital calls, subscriptions, redemptions, and distribution processes across alternative investments, • Coordinate onboarding of new investments in partnership with investment and legal teams, including setup within internal systems, • Maintain relationships with external stakeholders, including fund managers, custodians, administrators, and data providers Family Office Integration • Collaborate closely with accounting, tax, and finance teams to ensure alignment across reporting, liquidity planning, and entity-level activity, • Monitor client-level cash positions across multiple entities and accounts and track all inflows, outflows and liquidity needs to support investment and operating activities, • Assist in forecasting short- and medium-term cash requirements and identify and escalate potential liquidity gaps or timing mismatches Qualifications & Experience • Bachelor’s degree in Accounting, Finance, Business Administration, or related field required, • 4–6 years of relevant experience within investment operations, fund administration, or financial services, • Demonstrated experience supporting alternative investments, including private equity, hedge funds, and other limited partnership structures, • Experience within a family office, multi-family office, RIA, or fund administrator environment preferred, • Demonstrated experience navigating complex, multi-entity investment structures, including partnerships, trusts, and interrelated entities, • Experience with investment reporting and portfolio systems such as Addepar, Masttro, Arch, Canoe, Black Diamond, or similar, • Fluency in data and analytics and comfort working with data and reporting tools such as Advanced Excel, Power BI, or Tableau, • Demonstrated proficiency with AI tools in a professional or academic setting — examples of use cases a strong plus (Microsoft Copilot, ChatGPT, Claude, Gemini, or similar), • Prior experience supporting systems implementation and process improvement initiatives, • Strong organizational and project management skills with the ability to manage multiple competing priorities, • Genuine interest and enthusiasm for identifying how AI and technology improvements can create value not just in operations, but across the entire family office Key Success Metrics • Accurate and timely investment performance reporting across all asset classes, • Consistency and integrity of investment data across systems and reporting outputs, • Successful implementation and optimization of core investment systems and workflows, • Measurable reduction in manual processes through technology and automation initiatives, • Effective adoption of AI and modern tools — both within investment operations and across the organization, • Effective coordination across internal teams and external partners Culture Fit This role requires a high degree of discretion, accountability, and attention to detail. The ideal candidate is intellectually curious, highly organized, and motivated by building systems and processes that support long-term decision-making. Beyond technical skills, the family office is specifically looking for someone who is energized by technology — not just comfortable with existing tools, but genuinely excited to explore, evaluate, and implement new ones. Success in this environment requires comfort operating in a lean, collaborative team where individuals are expected to take ownership, operate with sound judgment, and contribute across functions. A service-oriented mindset and the ability to navigate complex, multi-entity structures with professionalism and care are essential. Compensation: $150,000 – 175,000 per year, dependent on experience, plus comprehensive benefits Job Type: Hybrid (expected on average 3 days per week in-person); office located in New York City

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Company Our client is an independent registered investment advisor managing over 10B in assets under management. The firm serves a carefully selected client base of high and ultra-high net worth individuals, families, foundations, and endowments, offering a fully integrated approach to wealth management that goes beyond traditional investment advisory. The firm operates with a collaborative, high-standards culture in which each team member plays a meaningful role in delivering an exceptional client experience. Position The firm is seeking an Associate Advisor to join its New York or newly added Philadelphia advisory team. This individual will serve as the primary relationship manager for a defined book of smaller client relationships while also providing meaningful capacity support to senior advisors managing larger, more complex client households. This is an opportunity for a seasoned wealth management professional who has built a strong technical and client-facing foundation and is looking to grow into a full advisory seat — deliberately and over time, not overnight. The right candidate is highly self-directed, detail-oriented, and anticipates needs before being asked. Senior advisors on the team are looking to delegate with confidence, and this person will be expected to earn that trust quickly by demonstrating initiative, precision, and sound judgment. The firm's growth trajectory creates real opportunity for this individual to expand their scope and responsibilities over time. Responsibilities • Serve as primary point of contact for a defined book of UHNW client relationships, managing ongoing communication, day-to-day service needs, and relationship continuity, • Support senior advisors on larger, more complex client households — attending client meetings, preparing presentation materials, and managing follow-through on action items, • Prepare customized client reporting, portfolio review presentations, and investment proposals, • Assist with rebalancing and trading activity; develop fluency in the firm's investment process and portfolio construction approach, • Participate in new business development activity including conferences and pipeline management; eligible for closing and initiator credit, • Collaborate with client service and operations teams to ensure seamless execution across account management, cash movements, and client onboarding, • Contribute to the ongoing refinement of internal workflows and processes as the advisory team scales Qualifications • 7–10 years of experience in wealth management, background in an RIA, private bank, or family office serving HNW/UHNW clients, • Demonstrated experience managing client relationships independently, not solely in a support or operational capacity, • Strong technical foundation across portfolio reporting, investment proposals, rebalancing, and trading, • Bachelor's degree required; advanced degree or CFP, CFA, CAIA designation a plus, • Proficiency with industry platforms; experience with Addepar, Salesforce, or equivalent reporting and CRM tools preferred Personal Skills & Attributes • Proactive and self-directed — identifies what needs to be done and does it without waiting to be asked, • Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment, • Strong written and verbal communicator with the presence and polish to interface directly with sophisticated clients, • Collaborative team player who is also capable of working independently and owning outcomes, • Ambitious and growth-oriented — motivated by the opportunity to build toward a full advisory role over time, • Mission-driven; an authentic interest in and alignment with the firm's approach to impact and values-based investing

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Job Description Position: Assistant Vice President - Operations Division: New York Private Bank & Trust Reports To: Senior Vice President - Operations Employment Status: Full-Time, Exempt Office Location: 22 Vanderbilt, New York, NY About Us: Founded in 1850 as the Emigrant Savings Bank, New York Private Bank & Trust (the holding Company for Emigrant Savings Bank) offers fully integrated investment advisory, trust, lending, and other banking and family office services to serve the needs of wealthy individuals and families. Essential Responsibilities and Duties: • Perform comprehensive client-onboarding activities for private banking and trust clients, inclusive of: • Preparing required paperwork for new Chairman, Checking, Investment Management and FIS Trust accounts • Collecting and preparing documentation to ensure compliance with Anti-Money Laundering/BSA requirements, • Reviewing required documentation & account opening paperwork once signed by client for completeness • Sending fully executed documentation & account opening paperwork to onboarding partners to open the accounts • Setting up client relationship in Addepar;, • Importing/linking accounts, • Creating fee schedule, • Creating portal views and sending portal activation email, • Emailing quarterly performance reports, • Perform comprehensive client account maintenance activities for private banking clients, inclusive of:, • Preparing & reviewing wire and check requests; Facilitating check deposits, • Instructing & performing cash transfers or asset movement between accounts, • Facilitating account closings and or account transfers, • Processing monthly client management fees; quarterly Pershing fees, • Preparing quarterly ARC materials; administrative reviews for clients, • Perform comprehensive client account opening & maintenance activities for Alternative Investment clients, inclusive of: • Notifying clients of capital calls for the USRA Net Lease Funds and other Alternative Investments • Coordinating and tracking capital call payments for client funding using in house accounts • Confirming distributions for the USRA Net Lease Funds and other Alternative Investments • Maintenance of Control Program, • Monitoring of various control reports to assure adherence to corporate and regulatory control standards • Prepare documentation for internal & external audits, • Reviewing & updating policy and procedure documents on an annual basis or adhoc as needed • Point of Contact, • for clients - reviewing, researching and responding timely to client queries, • for Pershing – account custodian, • for Trust Management Network (TMN) – trust administration platform, • for internal partners around the Bank, • Working closely with Internal Partners, • Investment Management Team, • Relationship Managers, • Division Compliance Officer, • Corporate Compliance Team, • Trust Department, • Subsidiary Accounting, • Treasury Support/Wire Room Qualifications: • Strong ability to work independently and with appropriate urgency, • Excellent follow-up habits and attention to details, • Team player willing to roll up their sleeves and work collaboratively across the team and division to provide the best customer service for clients • Ability to recognize an issue; offer solutions to address through improving efficiency and mitigating risk by creating a new control • Ability to perform effectively in a changing environment due to expansion and functional realignment • Adept at multi-tasking, knowing when to escalate and or ask for help with an issue; effective communicator New York pay range$100,000—$125,000 USD

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies. The firm is seeking a Performance and Reporting Analyst to support the OAM department in New York. Responsibilities: • Fully support and maintain third party reporting systems. Including creating both internal and external reports, • Ensure and verify accurate validation of rate of return calculations on a composite, account and sleeve level, • Assist in the production of timely delivery of internal and external (client) reporting, • Assist in managing and tracking all the firm’s performance composites, • Maintain and implement the firm’s policies and procedures for performance, • Responsible for maintaining and analyzing the firm’s composites and client account performance. Ensuring that performance reporting meets regulatory requirements and industry best practices, • Responsible for identifying and fielding questions regarding performance and performance outliers, • Responsible for supporting third party vendor reporting systems, • Work on performance projects on an ad-hoc basis, • Lead and manage internal performance related projects Qualifications: • 3+ years of experience working with investment performance preferred, • Intermediate to Advanced knowledge of performance measurement, • GIPS – Global Investment Performance Standards and the verification process is essential, • Experience with GIPS – Global Investment Performance Standards and the verification process is preferred, • Solid understanding of performance in various asset classes, • Highly developed and demonstrated problem solving, analytical & numeric and verbal/written communications skills are essential, • Ability to effectively communicate performance related items with senior management, • Advanced experience with Excel preferred, • Ability to work independently and in a group environment, • Possess strong analytical skills and the ability to work in high pressure situations, • Experience with Addepar, Tableau, Clearwater and Vestmark One a plus Compensation For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCareer Renew is recruiting for one of its clients an Applied AI Engineer - this is a hybrid position in New York. Salary range: 200-250K USD plus benefits plus equity.We are building the AI platform for hedge funds and asset managers. We deploy software and custom workflows that make funds AI-native — connecting their data, encoding their expertise into agents and skills, and automating their highest-value workflows. The firms that are winning with AI aren't using better models. They have a more thoughtful ecosystem around them, and that's what we build. Unlike most AI startups, we're cash-flow positive and client-funded — our growth comes from the trust of our clients, the value we deliver, and the exceptional caliber of our team. Our team combines engineers from top institutions across finance (Citadel, Goldman Sachs, Millennium, D.E. Shaw, Two Sigma, and Bridgewater) and technology (leading data and AI startups) with forward-deployed specialists who embed directly with clients to automate real workflows. We sit at the intersection of deep finance domain knowledge and cutting-edge AI engineering — closing the gap between what AI can do and what funds are getting out of it. Role Overview We’re looking for software engineers to chart the course of how AI is reshaping institutional finance. You’ll build AI Infrastructure (observability, agent orchestration, expert skills, tools as CLI’s and MCP, data orchestration, and UI component libraries) that are leveraged by some of the world’s most sophisticated hedge funds as part of their AI implementations, working directly with their investment teams to turn complex workflows into elegant, production-grade applications. This role sits at the intersection of AI implementation and financial software. You won’t just use AI tools – you’ll build AI-powered features directly into client platforms: LLM-driven research intelligence, agentic workflows, MCP-connected data sources, and automation layers that compress weeks of analyst work into seconds. The ideal candidate is a strong full-stack engineer who is fluent in modern AI tooling and deeply curious about how hedge funds and asset managers think, invest, and operate. Speed is a core part of the job. Our model is to deliver fully customized platforms in weeks, not months, which means you need to ship with conviction, iterate based on real user feedback, and know when to build from scratch versus leverage proven infrastructure. Key Responsibilities AI-Powered Feature Development: Build LLM-powered features directly into client-facing platforms, including research intelligence tools, natural language query layers, automated summarization, and agentic workflows that fundamentally change how investment teams work Agentic Tooling & MCP Integration: Design and implement MCP-connected data sources, agentic pipelines, and AI orchestration layers using frameworks like Claude Code, LangGraph, Open Claw, Open Code and similar, extending client platforms with live, intelligent data access Full-Stack Application Development: Build end-to-end applications tailored to each client’s unique portfolio analytics, risk management, and research workflows—from backend APIs to responsive frontends Backend Services: Design and maintain high-performance APIs using Python (FastAPI or similar) that power client-specific data access, analytics, and AI inference Frontend Development: Build intuitive, responsive user interfaces in React that enable investment teams to interact with complex financial data clearly and efficiently Data Pipeline Development: Build and maintain ETL pipelines that handle critical financial market data—positions, securities, risk metrics, and research signals—with reliability and performance Financial Analytics: Implement analytics layers for performance and risk calculations using timeseries and linear algebra operations (Pandas, Polars) Ship Fast, Iterate Often: Deliver working software in compressed timelines, gather direct feedback from hedge fund users, and continuously improve, treating speed and quality as complementary, not competing Kubernetes Deployments: Be able to work fluidly with Kubernetes within each client environment to be able to ship fast and reliable. Requirements: 3 - 8 years of experience as a full-stack SWE or applied AI engineer (institutional investor or fintech) (Mandatory)Demonstrated record using Agentic AI tooling effectively (e.g., Claude Code, Codex, MCP servers) and experience building user-facing products from 0-to-1 (Mandatory)Relevant institutional investor and/or fintech experience (e.g., Two Signma, DE Shaw, Citadel, P72, Addepar) or other data-first and quantitative fields (e.g., health/bio tech) (Mandatory)AI implementation experience inc. hands on building with LLM APIs, MCP servers, agentic frameworks (Claude Code, OpenClaw, LangChain), prompt engineering etc (Nice-to-have)Strong technical fundamentals including expertise in Python (non-negotiable; API experience using FastAPI, Flask, or Django etc highly preferred) (Mandatory)Effective in unstructured environments and can solve loosely defined problems (Mandatory)Genuine conviction that AI is transforming software (active use of AI tools) and deep interest in finance (how institutional investors think, make decisions, and use tech) (Mandatory)Why you should join us Bootstrapped, Post-PMF, and Built to Last – We've reached $10M+ ARR with a lean team and no external funding – a strong signal of genuine product-market fit built on real revenue, not VC runway. There are no externally imposed milestones or investor pressure dictating the roadmap. For candidates who want to join at the most exciting inflection point – where the product has proven itself but the scaling is still ahead – this is a rare opportunity to have outsized impact and grow alongside the business as it enters its next phase. R&D Culture Within a Commercial Business – The company operates like a hybrid between a SaaS startup and an R&D team – constantly evaluating new developments in AI and accommodating the roadmap accordingly. Engineers are not just building towards a fixed vision; they are actively contributing to how that vision evolves. The culture values curiosity, craft, and elegant solutions to genuinely hard problems. Cutting Edge by Necessity – Because our product is built on top of rapidly evolving AI infrastructure, engineers are working at the frontier of what is possible – integrating LLMs, agentic workflows, and MCP-connected intelligence into real client platforms. Work ships into production and directly impacts how some of the world's most sophisticated hedge funds make investment decisions. Technology as the End, Not the Means – For candidates coming from hedge funds or finance, we offer the quantitative, intellectually stimulating problem-solving they enjoy – without the backseat dynamic relative to portfolio managers and traders. Here, technology is the revenue-generating core of the business, and the mission is to redefine how it powers institutional investing. Genuine Ownership at Every Level – With a lean team and no layers of bureaucracy, individuals at all levels are trusted to drive decisions and outcomes. There is limited top-down direction, and the scope of responsibility is meaningfully broader than what is typically available at larger or more structured organisations. Calibre of the Team – The engineering team brings experience from some of the most demanding institutions in finance and technology – Citadel, Goldman Sachs, Millennium, and D.E. Shaw. For candidates who care about the quality of the people they work alongside and who they can learn from, this is a meaningful signal. 0 to 1, Every Time – This is a 0 to 1 role in the truest sense. Every project involves taking a problem from first principles and turning it into a working product. There is no legacy codebase to maintain, no internal tooling, and no narrow feature lane – the applications being built, from agent health scoring to AI-powered handoff documents to orchestrator systems, are problems that have not been solved before.

Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Work closely with compliance, operations, and legal teams to support best practices and operational efficiency. Qualifications • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills., • Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar is a plus. Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements:

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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to

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