1 день назад
Analyst or Associate, Wealth Management
85 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst or Associate, Wealth Management (Private Markets): Supporting investor relations, wealth sales, and fundraising through client communications, customized materials, reporting, product servicing, and investor onboarding with an accent on private markets and high-net-worth client coverage. Focus on coordinating complex data requests, managing Salesforce and investor portal records, researching the North American prospect pipeline, and supporting registered product launches.
Location: Chicago, Illinois, United States
Salary: $85,000–$110,000 USD annually
Company
is a global private markets investment manager with nearly $76 billion in assets under management and offices across North America, Europe, Asia, Australia, and the Middle East.
What you will do
- Support the Investor Relations, Wealth Sales, and Fundraising teams serving private banks, wirehouses, broker-dealers, RIAs, and family offices.
- Create presentations, market updates, customized client materials, and other investor communications.
- Coordinate standard and customized data, reporting, RFP, due diligence, and investor inquiry requests.
- Support registered product launches, platform infrastructure monitoring, investor onboarding, subscriptions, and transfers.
- Conduct North American market and prospect research to track pipeline activity.
- Maintain investor portal and Salesforce records, including client data, opportunities, and meeting notes.
Requirements
- 1–2+ years of professional experience, ideally in wealth management or another client-facing role.
- Experience in private markets, preferably in a client-facing position.
- Strong written and verbal English communication skills.
- Knowledge of high-net-worth or ultra-high-net-worth investors and/or family offices is preferred.
- Ability to synthesize complex information, prepare technical materials, manage competing priorities, and meet deadlines.
- Expertise with Microsoft Office, especially Excel and PowerPoint, plus CRM and proprietary database systems; Salesforce experience is preferred.
Culture & Benefits
- Employee-owned firm with a collaborative culture focused on intellectual rigor, integrity, and professional development.
- Medical, dental, and vision coverage.
- 401(k) with immediate vesting and employer match, profit sharing, and flexible spending accounts.
- Paid parental leave, generous paid time off, commuter benefits, and employer-paid disability and life insurance.
- Additional voluntary benefits and support for work-life balance.
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