JobotNewPayroll Specialist JobotPayroll SpecialistStamford, CT$80,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role supports U.S. and Canadian payroll operations and works closely with payroll leadership to ensure accurate, timely, and compliant payroll processing across multiple jurisdictions.
BMO FinancialNewAssociate General Counsel-Investment Banking BMO FinancialAssociate General Counsel-Investment BankingNew York, NY$190,500–$297,400 / yearApplication Deadline: 06/14/2026Address: 151 W 42nd StreetJob Family Group: LegalProvides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments to support BMO Financial Group's Investment Banking business, including M&A, capital markets (ECM/DCM), leveraged finance, and equity research. Oversees and delivers legal advice from internal/external counsel, ensures compliance with internal policies & procedures, and provides advice/rulings as necessary for complex functions/activities.
Vaco LLCNew401k Specialist (Remote/Hybrid) Vaco LLC401k Specialist (Remote/Hybrid)Baldwin, NYRemote$900,000–$110,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
City National BankNewCompliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
Goldman Sachs & Co. LLCNewAssociate, Internal Product Specialists Goldman Sachs & Co. LLCAssociate, Internal Product SpecialistsNew York, NY$118,248–$162,000 / yearPrior experience must include two (2) years in the following: designing and preparing pitchbooks and marketing materials utilizing MS Office tools, including MS Work skills, document formatting and layout, collaboration tools, tracking changes, and table and chart formatting; using template styles and MS PowerPoint, including navigating slide master, creating tables, charts, graphs, diagrams with embedded data inputs and formatting, and creating and managing varying templates; synthesizing and presenting research analysis and economic trends; utilizing MS Excel, including the use of pivot tables, v-lookups, table creation, adding filter and sorting, cell formatting, conditional formatting, charting, including formulas and conditional inputs to synthesize data sets, find trends, and present data; liaising internally with cross-functional teams to plan and drive projects from concept to a final product; utilizing Factset and Bloomberg Terminal to perform portfolio and general market analysis, including using portfolio analytics for attribution, holdings, and characteristics assessments and reports; and creating model portfolios, stock assessments, using charting to assess various valuations and performance metrics across portfolios and indices, and assessment of macroeconomic conditions. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Accounting or related business-oriented field and two (2) years of experience in the job offered or a related role.
City National BankNewLead Fiduciary Compliance Specialist City National BankLead Fiduciary Compliance SpecialistNew York, NYRemote$120,000–$200,000 / yearBenefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date. In addition, the role serves as a liaison between compliance and business teams to identify process improvements, drive consistency in execution, and support business initiatives within a controlled and compliant environment.
New York Life-NJ General OfficeEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearThe perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.
BNYNewSenior Specialist, Senior Executive Assistant BNYSenior Specialist, Senior Executive AssistantNew York, NY$59,000–$124,000We’re seeking a future team member for the role of Senior Specialist, Senior Executive Assistant to support Senior Leaders within our Office of the COO and Strategic Investments & Innovation Center (SPIN) teams. Applicable vocational training such as courses on relevant business software (e.g., Microsoft Office Suite), basic business writing, or similar preferred; AA degree or relevant business certifications preferred.
Career Launch AINewInfrastructure Investments Specialist Career Launch AIInfrastructure Investments SpecialistNew York, NY$140,000–$185,000The Infrastructure Investments Specialist supports investment teams by analyzing infrastructure investment opportunities, monitoring portfolio performance, and assisting with project execution and reporting. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in infrastructure investing, project finance, and portfolio management.
Career Launch AINewCo-Investment Specialist Career Launch AICo-Investment SpecialistNew York, NY$140,000–$185,000The role involves close collaboration with portfolio managers, investment committees, legal and compliance teams, and external partners to evaluate opportunities, execute transactions, and monitor co-investment performance. The Co-Investment Specialist supports investment and portfolio teams by analyzing, executing, and monitoring co-investment opportunities alongside primary fund investments.
Career Launch AINewSecondary Investments Specialist Career Launch AISecondary Investments SpecialistNew York, NY$140,000–$185,000The role requires strong analytical skills, market knowledge, and transaction experience to support the firm’s investment team in acquiring interests in existing funds or portfolios from current investors. Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degrees or CFA a plus.
Career Launch AINewOpportunistic Investments Specialist Career Launch AIOpportunistic Investments SpecialistNew York, NY$140,000–$185,000The Opportunistic Investments Specialist supports investment teams by analyzing, executing, and monitoring flexible, event-driven investment opportunities across multiple asset classes. This position involves close collaboration with portfolio managers, deal teams, risk management, and operations to ensure efficient execution and robust monitoring of opportunistic investments.
JPMorgan Chase Bank, N.A.Asset Management - International Equities Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.Asset Management - International Equities Investment Specialist - Executive DirectorNew York, NYFull timeYou will collaborate with portfolio managers, client advisors, and many internal teams, including RFP, Marketing, Product Strategy, and Account Management, to promote business growth and deliver superior client service. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPMorgan Chase Bank, N.A.Asset Management - Equity Investment Specialist - Associate JPMorgan Chase Bank, N.A.Asset Management - Equity Investment Specialist - AssociateNew York, NYFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Career Launch AINewInvestment Performance Specialist Career Launch AIInvestment Performance SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, fixed income, real estate, alternatives), and investment strategy. These roles often involve close collaboration with portfolio managers, risk teams, operations, and finance to ensure accurate performance tracking, attribution, and reporting to internal and external stakeholders.
Career Launch AIInvestment Operations Specialist Career Launch AIInvestment Operations SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset managers, hedge funds, private equity firms, investment advisors, fund administrators, or fintech platforms), asset class focus, and organizational structure. The role combines transaction processing, data oversight, and cross-functional coordination to support portfolio managers and traders while maintaining strong operational controls.
Career Launch AINewInvestment Insights Specialist Career Launch AIInvestment Insights SpecialistNew York, NY$140,000–$185,000Investment Insights Specialists support investment teams by providing data-driven insights, analyzing portfolio and fund performance, and producing reports that guide strategic decision-making. The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching.
JPMorgan Chase Bank, N.A.Asset Management - Private Credit Investment Specialist - Vice President JPMorgan Chase Bank, N.A.Asset Management - Private Credit Investment Specialist - Vice PresidentNew York, NYFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPMorgan Chase Bank, N.A.Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice President JPMorgan Chase Bank, N.A.Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice PresidentNew York, NYFull timeCollaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends . Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements .
McKinsey & Co IncClient Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisDarien, CTYou will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
Initio CapitalNewSecondary Investments Specialist Initio CapitalSecondary Investments SpecialistNew York, NY$145,000–$185,000Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer). For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment.
JPMorgan Chase Bank, N.A.Asset Management - MAS Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.Asset Management - MAS Investment Specialist - Executive DirectorNew York, NYFull timeExpertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred . Reporting to the Head of U.S. Institutional Investment Specialists, this role will be responsible for client and consultant management through day-to-day client support and leadership and will be involved in the development of initiatives to enhance the client experience for institutional clients.
JPMorgan Chase Bank, N.A.Asset Management -Investment Specialist, Private Markets - Managing Director JPMorgan Chase Bank, N.A.Asset Management -Investment Specialist, Private Markets - Managing DirectorNew York, NYFull timeMorgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with significant growth opportunities in the U.S. market. You will partner with direct investment team investment specialists as well as represent the collective private markets platform investment strategy on business related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy.
Truist Financial CorpWealth Investment Support Specialist II ( New York, NY.) Truist Financial CorpWealth Investment Support Specialist II ( New York, NY.)New York, NY$50,340–$103,480 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Associate - Investment Specialist (GIO) JPMorgan Chase Bank, N.A.U.S. Private Bank - Associate - Investment Specialist (GIO)New York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice President/Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice President/Executive DirectorNew York, NYFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Associate (GIO) JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Associate (GIO)New York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
JPMorgan Chase Bank, N.A.International Private Bank- Investment Specialist- Executive Director JPMorgan Chase Bank, N.A.International Private Bank- Investment Specialist- Executive DirectorNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
JPMorgan Chase Bank, N.A.Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Real Estate Wealth Management Investment Specialist - Executive DirectorNew York, NYFull timeNew York,NY $200,000.00 - $350,000.00 / year; Los Angeles,CA $200,000.00 - $350,000.00 / year; Chicago,IL $200,000.00 - $350,000.00 / year; San Francisco,CA $200,000.00 - $350,000.00 / year . Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
Career Launch AINewInvestment Governance Specialist Career Launch AIInvestment Governance SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset manager, hedge fund, private equity firm, fund administrator, or alternative investment platform), fund structure, asset class focus, and regulatory jurisdiction. Actual openings may vary based on employer type (asset manager, institutional investor, private capital firm, pension fund, endowment, or multi-asset investment platform), investment strategies, and regulatory environment.
Career Launch AINewInvestment Support Specialist Career Launch AIInvestment Support SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer needs, asset class focus (e.g., private equity, venture capital, real assets, credit), and investment strategies. The role requires strong analytical and organizational skills, attention to detail, and the ability to manage multiple investment workflows simultaneously.
Career Launch AINewInvestment Strategy Specialist Career Launch AIInvestment Strategy SpecialistNew York, NY$140,000–$185,000It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on investment research, portfolio strategy, asset allocation, and long-term capital planning. Investment Strategy Specialists support investment leadership and portfolio teams by analyzing markets, developing investment frameworks, and contributing to portfolio construction and asset allocation decisions.
Career Launch AINewInvestment Advisory Specialist Career Launch AIInvestment Advisory SpecialistNew York, NY$140,000–$185,000Investment Advisory Specialists support investment teams and clients by analyzing investment opportunities, advising on portfolio strategy, and assisting with fund and capital allocation. These roles often involve collaboration with portfolio managers, client advisors, risk management, and operations teams to ensure accurate and timely execution of investment strategies.
Career Launch AINewInvestment Origination Specialist Career Launch AIInvestment Origination SpecialistNew York, NY$140,000–$185,000This role involves close collaboration with portfolio managers, investment analysts, business development teams, and legal/compliance functions to ensure smooth execution of investment opportunities. The Investment Origination Specialist supports investment teams by identifying, evaluating, and structuring new investment opportunities across private and public markets.
Career Launch AINewInvestment Optimization Specialist Career Launch AIInvestment Optimization SpecialistNew York, NY$140,000–$185,000Investment Optimization Specialists work closely with portfolio managers, investment teams, and operations teams to enhance portfolio performance and optimize the allocation of capital across investment strategies. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on enhancing investment performance, improving portfolio efficiency, and optimizing capital deployment.
JPMorgan Chase Bank, N.A.Wealth Management, Senior Alternative Investment Specialist - New York, Managing Director JPMorgan Chase Bank, N.A.Wealth Management, Senior Alternative Investment Specialist - New York, Managing DirectorNew York, NYFull timeThe team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai Responsibilities will include: Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPMorgan Chase Bank, N.A.Asset Management, Multi-Asset Solutions Investment Specialist, Vice President JPMorgan Chase Bank, N.A.Asset Management, Multi-Asset Solutions Investment Specialist, Vice PresidentNew York, NYFull timePresent market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars. As an Investment Specialist - Vice President in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of client-facing, analytical, and reporting work.
Initio CapitalNewInvestment Execution Specialist Initio CapitalInvestment Execution SpecialistNew York, NY$145,000–$185,000Investment Execution Specialists support the execution of strategic investments and transactions, including mergers and acquisitions (M&A), minority investments, and partnership transactions. These roles focus on coordinating diligence, financial analysis, and deal execution workflows, and often involve close collaboration with investment teams, finance, legal, operations, and senior leadership.
Initio CapitalNewInvestment Guidance Specialist Initio CapitalInvestment Guidance SpecialistNew York, NY$1,000–$10,000Investment Guidance Specialists are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. Ideal candidates are experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of advising on or closing capital transactions.
Initio CapitalInvestment Pipeline Specialist Initio CapitalInvestment Pipeline SpecialistNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals.
MercorInvestment Specialist - Fully Remote MercorInvestment Specialist - Fully RemoteNew York, New YorkRemoteFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Mercor connects elite creative and technical talent with leading AI research labs.
JPMorgan Chase Bank, N.A.Investment Product Specialist [Multiple Positions Available] JPMorgan Chase Bank, N.A.Investment Product Specialist [Multiple Positions Available]New York, NYFull timeQUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics or related field of study plus 7 years (84 months) of experience in the job offered or as Investment Product Specialist, Equity Strategist, Cross Asset Analyst, Equity Strategy Analyst, or related occupation. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistNew York, NYFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
JPMorgan Chase Bank, N.A.Asset Management - Investment Platform Specialist - Morgan Institutional - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Investment Platform Specialist - Morgan Institutional - Executive DirectorNew York, NYFull timeThe platform offers our clients access to JPMorgan Asset Management's (JPMAM) best in class digital tools, allowing them to analyze their investment portfolios, view deep analytics on their risk exposures, review performance, initiate cash flows into and out of their entitled positions, and gain valuable insights from JPMAM market strategists and investment professionals. Job summary: As an Investment Platform Specialist (Morgan Money) Executive Director on the Asset Management Morgan Money team you will become an expert in in the platform working with internal partners on delivering on strategic goals.
MercorRetail Investment Research Specialist MercorRetail Investment Research SpecialistNew York, New YorkRemote$105–$200 / hourResearch stocks, sectors, and market trends using publicly available and professional tools such as TradingView and financial news. Comfort using platforms such as Reddit, X (Twitter), Google Finance, Yahoo Finance, TradingView, or similar.
MercorInvestment Banking Specialist - M&A Focus MercorInvestment Banking Specialist - M&A FocusNew York, New YorkRemote$1,750–$2,150Annotate, label, and validate data across investment banking use cases like financial statement analysis and capital structure optimization. Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, pitch materials, and deal structuring.
Initio CapitalInvestment Screening Specialist Initio CapitalInvestment Screening SpecialistNew York, NY$50–$200We support fund managers, investors, operators, and finance professionals across private markets by integrating deal flow, investment screening talent, investor relations, networking, training, and job placement into a single platform. Former investment banking, private equity, venture capital, asset management, or senior consulting professionals with 5+ years of transaction or investment selection experience.
Jefferies Financial Group IncInvestment Banking, Municipal Finance, Associate or Vice President Jefferies Financial Group IncInvestment Banking, Municipal Finance, Associate or Vice Presidentnew york, NY$175,000–$250,000 / yearAssociates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others.
CSG PartnersInvestment Banking Associate CSG PartnersInvestment Banking AssociateNew York, New York$125,000–$150,000We are seeking diligent, coachable, and determined financial services professionals with 3–4 years of experience at major investment banks, accounting firms, or ESOP consultancies. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders.
Macpower Digital Assets Edge Private LimitedVice President - Active Investment Stewardship Macpower Digital Assets Edge Private LimitedVice President - Active Investment StewardshipNew York, NY$137,000–$194,000 / yearOur discussions focus on topics relevant to a company's success over time including governance and leadership, corporate strategy, capital structure and financial performance, operations and material sustainability-related risks, as well as macro-economic, geopolitical and sector dynamics. The tasks involved in fulfilling these responsibilities include: Preparing for engagement with senior representatives of portfolio companies, including crafting memos in preparation for meetings highlighting key data that will be useful in our engagement and stewardship efforts.