Create and edit financial marketing content across digital, print, and video channels; ensure regulatory compliance and brand consistency; develop educational materials for varied audiences; manage content calendar and production timelines; conduct content audits and performance analysis; collaborate with design, compliance, and product teams.

Supervise accounting staff and manage month-end consolidation, SEC and financial reporting, balance sheet reconciliations, SOX 404 maintenance, equity accounting (ASC 718), journal entries, and audit support while mentoring direct reports.

Join a new investment adviser compliance team to support the Code of Ethics, compliance testing, regulatory inquiries, and program enhancements. Assist the Senior Compliance Officer with reporting, monitoring, registration/licensing, exam responses, and maintaining the adviser compliance program aligned with business objectives.

Process and ensure accurate, timely payroll for ~800 employees; coordinate HR inputs; update payroll system for hires/terminations/promotions; ensure benefit deductions; review payroll changes; and create reports for management, tax, and HR.

Support portfolio compliance team with daily pre- and post-trade monitoring, rule coding and testing in Charles River, UCITS breach review, client onboarding, incident and client reporting, and compliance rule library migrations under supervision.

Support Intermediary Distribution with digital prospecting, lead generation, competitive analysis, and sales enablement across Mutual Funds, ETFs, SMA, and CIT. Build prospecting/intelligence tools, train teams, collaborate with wholesalers and marketing, attend industry events, and recommend sales strategies to drive pipeline and business development.

Support the Investment Adviser Compliance team by managing the Code of Ethics program, compliance testing, regulatory inquiries, and program enhancements. Partner with senior compliance to update adviser compliance programs, assist regulatory examinations, coordinate monitoring activities, and advise business partners on compliance and risk matters.

Conduct fundamental credit research and analysis on corporate bonds and leveraged loans across sectors. Build financial models, write credit summaries with buy/sell/hold recommendations, assess valuations and covenants, interact with external research and rating agencies, and collaborate with portfolio managers and traders to generate investment ideas and monitor positions.

Oversee regulatory reporting and financial statement review for 1940 Act mutual funds, manage accounting agent oversight, monitor expense accruals and invoices, support audits, research US GAAP and SEC guidance, and deliver ad-hoc reporting and process improvements.