The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The analyst therefore plays a valuabl ...

This role requires strong judgment, financial rigor, and the ability to influence outcomes. Portfolio Partners are expected to challenge assumptions, steward definitions and standards, and bring clarity in complex environments. · They operate at the intersection of strategy, fina ...

The Consulting Portfolio Manager is accountable for strategic portfolio leadership. This role ensures that a portfolio of projects delivers measurable value and aligns to client and organizational strategy. · Own the strategy direction and performance of a complex multi domain pr ...