4.0Mar 10, 2026Bilingual client relations associateFormer employeeToronto, ONRecommendCEO approvalBusiness OutlookProsThe culture in the firm is excellent, management is quite responsive to feedback.ConsThe remote work schedule was difficult to manage, as I would have liked more in person interaction with colleagues.Show more
5.0Jul 1, 2026Client service representativeCurrent employee, less than 1 yearHouston, TXRecommendCEO approvalBusiness OutlookProsGreat culture and work life balance Promote from withinConsIntense amount of information during trainingShow moreHelpfulShare
5.0Jun 29, 2026Senior portfolio specialistCurrent employee, more than 8 yearsHouston, TXRecommendCEO approvalBusiness OutlookProsGreat opportunity to learn from some of the brightest minds in the industry. Lots of grunt work to build a solid foundation and understanding of multi-asset investing.ConsNo clear career path and opportunities for growth.Show moreHelpfulShare