The Full Stack Developer designs and develops web-based applications for investment management, working on both front-end and back-end systems. They also collaborate with business analysts and support the software development lifecycle including testing and deployment.

The Transfer Administrator manages client account asset transfers, ensuring compliance with industry guidelines, completing required documentation, and facilitating effective communication with external parties.

The Data Engineer will develop and maintain applications for tax reporting, modernize data systems, and ensure data integrity while collaborating with various teams.

The Vice President, Institutional Portfolio Manager leads alternative investment strategies, partners with teams for market execution, and communicates investment insights to clients while managing portfolios and market trends.

The Analyst, Institutional Operations role involves cash and asset reconciliation, client onboarding support, ad-hoc reporting, and collaboration with internal teams to enhance operational processes.

The Data Engineer will develop and maintain applications for tax reporting, analyze business requirements, and design data workflows by collaborating with various teams.

The RPA Developer will lead automation projects, collaborate with various teams, mentor junior staff, and ensure optimal delivery of RPA solutions.

As an RPA Developer, you will develop automation processes, mentor junior staff, conduct code reviews, support production bots, and promote best practices.

The Account Administrator will process operational requests for the Client Experience team, supporting Account Management and back-office tasks while ensuring timely completion of responsibilities in a fast-paced environment.

Support Wealth Advisor by developing and implementing financial plans, analyzing portfolios, monitoring market trends, preparing client reports and presentations, maintaining client relationships, ensuring compliance, and handling administrative duties.

Manage and grow client relationships for the Aligned Capital Partners network, drive asset growth through sales and referrals, provide investment recommendations and financial planning, ensure regulatory compliance, and deliver high-quality client service.

Support sales by collecting, analyzing, and reporting advisor and sales data. Build dashboards and regular performance reports, ensure data quality with engineering, deliver ad hoc analyses, and provide actionable insights to optimize advisor engagement and sales performance.

Support data governance by maintaining metadata, documenting definitions and lineage, assisting data quality monitoring, classifying data, enforcing access rules, and collaborating with stakeholders to improve data literacy and compliance.

Provide operational and emergency support for Windows infrastructure across on‑prem, cloud, and hybrid environments. Deploy and manage Windows EC2 on AWS using IaC, maintain storage, backups, hypervisors, monitoring, patching, and Active Directory. Automate recurring tasks, maintain documentation, participate in post‑mortems, on‑call rotation, and support solution architecture for new services.

Perform portfolio return calculations, prepare daily/monthly/quarterly performance and attribution reports, investigate discrepancies, automate processes, support UAT, and provide timely performance and risk analysis to internal and external stakeholders.

Serve as a business systems analyst supporting corporate and institutional applications, integrations, and vendor feeds. Gather and document requirements, manage JIRA user stories, support UAT/production, provide reporting and investigative support, coordinate stakeholder meetings, and collaborate with developers and vendors to deliver and maintain portfolio management and back-office systems.

Provide technical support for wealth management systems including troubleshooting, SQL-based analysis, incident management, system monitoring, upgrades, user training, documentation, and collaboration with development and infrastructure teams to ensure system stability and timely resolution.

Support month-end financial close, prepare reconciliations, journal entries, and working papers, assist with reporting packages and audits, analyze account activity, compile sales tax schedules, and help implement process improvements to maintain accurate and timely accounting records.

Support senior advisors in client relationship maintenance by preparing and reviewing meeting materials, completing transaction and follow-up tasks, coordinating presentations and onboarding of new families, managing wealth management reviews and asset transfers, and producing year-end tax information and performance/portfolio reports.

Support the Vice President of Advisor Engagement by managing communications, AANet content, and mailboxes; design and deliver LMS training and new-hire programs; coordinate translations, registration, billing, and event logistics; liaise with internal teams and external partners to maintain policies, tools, and schedules.