Teams at Great Gray Trust Company

Serve as a core investment team member supporting portfolio management, manager research, private markets evaluation, client-facing content, reporting, and rebalancing. Lead complex multi-tab Excel modeling, maintain data integrity across reporting platforms, support discretionary oversight and trade coordination, and collaborate cross-functionally on investment projects and client deliverables.

The Senior Counsel will advise on legal matters affecting trust and administrative services, negotiate agreements, oversee fund creation, and support business strategies while ensuring compliance with regulations in a high-growth financial services environment.

Lead and deliver cross-functional technology projects, manage project plans, risks, budgets, and change control, coordinate technical integrations, drive adoption through change management, communicate with technical and non-technical stakeholders, and ensure alignment with enterprise governance using Smartsheet and common tooling.