Top Tech Jobs & Startup Jobs in Los Angeles, CA

Coordinate and support investment-adviser and ERISA compliance programs, perform SEC filings (13H/13F), review GIPS and sales literature, assist Advisory Solutions compliance operations, document SOPs, drive process improvements, and use data analytics and AI tools to identify compliance risks and support reporting and control testing.

Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.