Evaluate public assistance applications to determine eligibility, provide necessary information and referrals, and support families in achieving self-sufficiency through guidance and resources tailored to their needs.

• Oversee onboarding of new accounts (Equities, Fixed Income, Options, Structured Notes, etc.) into internal systems such as Orion, Salesforce, and Moxy. • Address new account processing requests from advisors and trading teams before enrollment into Mariner strategies. • Process closed accounts across multiple trading platforms, following direction from advisors and the investment team. • Set up securities across various platforms and resolve set up issues in Orion, including security classifications and characteristics. • Manage account restrictions both during onboarding and as recommended by advisors and investment leads. • Complete daily reconciliation of trading platforms (Moxy, Perform, FixFlyer). • Ensure timely trade settlement by collaborating with Investment teams, custodians, and brokers, and resolving any related issues. • Serve as a key contact and subject matter expert for investment and trading queries from wealth management teams. • Assist with monthly composite return calculations and quarterly fact sheet preparation. • Conduct regular quality control checks on trading platforms. • Organize and maintain investment-related documents in Box, including fact sheets, educational content, process documents, and manager ADVs. • Participate in continuous improvement initiatives for operational processes.

• Conduct complex financial analysis and modeling using statistical tools to support forecasting, trend analysis, and performance evaluation • Develop and deliver regular and ad-hoc reporting deliverables, including client-ready presentations, dashboards, graphs, and executive summaries that clearly communicate financial insights. • Partner with cross-functional teams on Six Sigma projects and continuous improvement initiatives to identify cost-saving opportunities and operational efficiencies. • Perform detailed variation analysis and investigate financial discrepancies, providing management with recommendations for optimization strategies. • Collaborate with team members to streamline reporting processes through automation while maintaining data integrity and accuracy. • Maintain and leverage team SharePoint sites for data collection, documentation, and communication to ensure seamless information flow. • Provide exceptional customer service to both internal stakeholders and client contacts, handling sensitive financial information with discretion and professionalism. • Provide support to offshore teams and overseeing completion of deliverables

• Assisting in implementing technology solutions, including performing technology assessments, business process mapping, data conversions, user testing, and client support, with focus on financial accounting systems and workflows • Liaising with internal and external team members during course of project engagement, including presenting key takeaways, communicating project updates, and organizing overall project logistics • Conducting and participating in key stakeholder interviews with clients to gather qualitative data and information as well as gain an understanding of institutional culture • Connecting with internal team members throughout the project engagement, including presenting key takeaways, communicating project updates, and organizing overall project logistics • Provide financial analysis and operational support to project teams in both Higher Ed and Healthcare environments • Maintain clear documentation of financial structures, updates, and reporting standards