Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experience on our growing platform.

Engage as a key leader in driving strategic partnerships across the Americas, fostering relationships with major financial institutions and orchestrating business growth through tailored investment solutions and regional strategies.

Lead the charge in leveraging AI to transform investment management practices. Collaborate with diverse teams to create innovative solutions that drive alpha generation, portfolio optimization, and client engagement in a dynamic environment.

Take ownership of equity research by conducting analyses on stocks, collaborating with a team to drive investment recommendations, and communicating insights to senior analysts and portfolio managers during a comprehensive summer internship program.