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Senior Investment Operations Analyst responsible for maintaining portfolio and transaction data integrity, performing daily reconciliations, resolving trade and data exceptions, managing operational risk, supporting projects, and partnering with internal teams and external custodians and vendors.

The Associate will support Advisers by coordinating documentation, managing appointments, maintaining client records, and ensuring compliance while providing exceptional client service in a wealth management environment.

The Account Associate supports the Institutional Sales team in asset management by managing client information, preparing sales materials, and identifying sales opportunities.

The Compliance Manager will design and implement risk and compliance activities, support regulatory change, enhance compliance policies, and work closely with stakeholders to ensure effective governance and compliance monitoring.

As a Senior Financial Adviser at Jacaranda, you will develop tailored strategies for clients, provide investment advice, conduct financial assessments, and build strong client relationships while ensuring compliance with regulations.

The Associate Financial Adviser supports the Partner and Senior Financial Adviser in delivering personalized investment management advice to clients, prepares client documentation, and ensures compliance with financial regulations.