6 дней назад
Private Markets Strategist
210 000 - 255 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Markets Strategist (Private Equity/Private Credit/Real Assets): Integrating private markets exposure into multi-asset portfolios through portfolio analysis, liquidity budgeting, commitment pacing, and client-ready guidance with an accent on risk/return analysis, cash-flow forecasting, and portfolio construction. Focus on managing J-curve exposure, translating investment views into implementable recommendations, and communicating complex private markets strategies to wealth and institutional audiences.
Location: New York, NY; hybrid work arrangement; applicants must already have authorization and the right to work in the United States without current or future sponsorship
Salary: $210,000–$255,000 per year, plus discretionary bonus and eligible benefits
Company
Wealth oversees approximately $81 billion in assets for individuals, families, and institutions and develops portfolio solutions, market research, and investment products for its Wealth business.
What you will do
- Support the integration of private markets exposure into multi-asset portfolios for high-net-worth, ultra-high-net-worth, family office, endowment, foundation, and pension clients.
- Develop portfolio guidance aligned with return objectives, risk tolerance, liquidity constraints, and tax considerations.
- Maintain liquidity budgeting and commitment pacing models, including cash-flow forecasts for contributions, distributions, and NAV growth.
- Advise on private equity, private credit, real estate, and other private market strategies, including risk/return drivers, vintage-year dynamics, market positioning, and trends.
- Partner with Wealth Advisors, Relationship Managers, Investment Teams, and Marketing on fundraising, advisor engagement, and product guidance.
- Present to clients, prospects, consultants, boards, and intermediaries and create presentations, market updates, whitepapers, webinars, talking points, and training materials; travel as needed.
Requirements
- Bachelor’s degree required; MBA, CFA, CAIA, or other relevant designations preferred.
- 7–10+ years of experience in financial markets, investment research, or wealth management.
- Strong understanding of public and private markets, asset allocation, and portfolio construction.
- Direct portfolio implementation experience for high-net-worth, ultra-high-net-worth, family office, and institutional clients.
- Strong problem-solving, analytical, written, oral communication, collaboration, and attention-to-detail skills.
- Proficiency with Microsoft PowerPoint, Excel, Preqin, and PitchBook; Series 7 and 66 preferred. Working knowledge of current AI tools is preferred.
Culture & Benefits
- Hybrid work environment with cross-functional collaboration across investment, advisory, relationship management, and marketing teams.
- Comprehensive benefits package including paid time off, medical, dental, and vision insurance.
- Retirement and life insurance benefits are available to eligible employees.
- Compensation includes base salary, discretionary bonus eligibility, and retirement contributions.
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