Senior Investment Advisor

Senior Investment StrategistWe are seeking a highly skilled Senior Investment Strategist to join our team. As an Equity Advisor, you will be responsible for providing expert advice on investment strategies and managing client relationships.Key Responsibilities:Develop and implement comprehensive investment plans tailored to individual clients' needs.Build...

Financial Services ProfessionalWe are seeking a skilled and client-focused Advisor – RCAD to join our Wealth Advisory team.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.Cross-sell a range of financial...

Senior Legal AdvisorWe are seeking an experienced Senior Legal Advisor to support our legal needs and regulatory requirements.Job Description:The Senior Legal Advisor will be responsible for leading our legal affairs, ensuring seamless compliance with relevant laws and regulations. This role involves drafting and preparing legal documents with precision and...

Client Advisor Job DescriptionWe are seeking a skilled Client Advisor to join our team. A successful Client Advisor will be responsible for contacting potential customers, understanding their requirements, and persuading them to schedule an appointment.The ideal candidate will have exceptional communication skills, be able to convert and close sales...

About Our Investment Banking TeamWe are seeking a highly skilled and motivated Analyst to join our dynamic investment banking team. As an Analyst in this role, you will play a critical part in executing transactions and providing financial advisory services for clients across Asia with a focus on India domestic deals.This position offers a unique opportunity...

Role OverviewPrecize is an alternative investment platform that provides access to pre-IPO shares and global trade finance opportunities.About the RoleThis key position combines deal origination, relationship building, and early diligence to strengthen our investment pipeline.Identify private companies through databases, industry research, and networks.Build...

Seeking a seasoned Investment Accounting Professional to lead investment accounting operations in a dynamic family office environment.About the RoleThis key position ensures accurate and timely investment accounting, supporting staff with complex entries and reconciliations.Key Skills and QualificationsHands-on experience in general ledger accounting,...

Key Roles and ResponsibilitiesWe are seeking a highly skilled Investment Portfolio Manager to lead our team. In this role, you will be responsible for providing expert investment advice to clients and managing their investment portfolios to help them achieve their financial objectives.Responsibilities:Develop and maintain relationships with clients to...

Job OpportunityAs a senior legal analyst, you will serve as a subject matter expert in analyzing fund-level agreements between general partners and limited partners. Your primary responsibility will be to oversee and verify the accuracy of AI-extracted data from Limited Partnership Agreements (LPAs), side letters, and related legal documents.Key...

Portfolio Investment Manager RoleThe Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes, and the management and operation of Amherst's portfolio investments. The Merchant Banking business...