The Client Service Analyst will provide support to endowment and foundation clients and senior members of the Client Service team. The role includes generating materials for client meetings, responding to client requests, and maintaining an active dialogue to meet any and all client needs. The position will be located in the Firm’s Denver or Austin office. Remote work is expected for the next few months, likely followed by a hybrid model with both in-person and remote work.
The Agility Counsel will work closely with the Associate General Counsel of the Agility Outsourced CIO platform (“Agility”) to provide legal advice with respect to Agility, including legal due diligence of proposed investments, negotiation of legal agreements with clients and investment managers, coordination of multi-departmental process for investments and review of requests for proposals and other marketing material. The role includes daily collaborative efforts with various Agility departments, such as Operations, Compliance, Client Services and Investments.
The Agility Compliance Officer supports the investment advisory business, which provides Outsourced CIO services to a select group of endowments, foundations, family offices, and corporations. Led by six partners with over 150 years of collective experience, the Agility team works closely with a limited number of clients to develop and execute customized investment solutions. This role will be responsible for administering Agility’s compliance function, including timely and accurate regulatory reporting, recordkeeping, supervising compliance audits, and ongoing assessment of conflicts of interest.