Asset & Wealth Management, Alternative Capital Markets, Associate (Finance)

TL;DR

Asset & Wealth Management Associate (Alternative Capital Markets): Managing relationships with external managers and sourcing alternative investment offerings with an accent on private equity and client solutions. Focus on developing fundraising strategies, leading client portfolio reviews, and providing market insights for ultra-high net worth individuals.

Location: New York, NY, United States

Salary: $85,000 - $160,000

Company

A leading global investment banking, securities and investment management firm founded in 1869.

What you will do

• Establish and manage relationships with external managers, specifically focusing on private equity and new product development.
• Source, diligence, and originate new alternative investment offerings to address market opportunities and client demand.
• Serve as an alternative investment strategist, establishing the house view on private market trends.
• Develop and implement sales and fundraising strategies across different client segments and regions.
• Lead client portfolio reviews, providing analysis, implementation guidance, and performance attribution.
• Coordinate with CIO and investment teams to drive education on alternative investment themes.

Requirements

• Bachelor's Degree or higher.
• 3+ years of experience in wealth management, asset management, investment banking, or private equity.
• Deep understanding of financial markets and investment instruments.
• Strong quantitative, analytical, and problem-solving skills.
• Must obtain SIE, Series 7, and Series 63 certifications within 3 months of hire.
• Must be based in New York, NY.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Strong commitment to diversity and inclusion in the workplace.
• Extensive training and professional development opportunities.
• Access to firmwide networks, mindfulness programs, and personal finance offerings.