1 день назад
Alternative Investments - Internal Associate
100 000 - 140 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Alternative Investments - Internal Associate (Alternative Investments): Supporting Business Development and investor relationships across hedge funds, private equity, private credit, real estate, digital assets, and structured notes with an accent on product expertise, client coordination, and financial-services sales. Focus on researching alternative investment products, preparing client and asset-manager calls with AI tools, coordinating investor inquiries, and surfacing insights from platform data.
Location: New York City, United States; flexible hybrid model with a minimum of 3 days in the office per week for most roles.
Salary: $100,000–$140,000 base salary per year in New York, plus a performance bonus.
Company
provides independent financial advisors with access to alternative investment products, technology solutions, operational support, and client service, supporting more than 50,000 advisors.
What you will do
- Support senior Business Development team members in building and deepening relationships with clients and prospects.
- Develop expertise in products, alternative asset classes, and the investment industry.
- Serve as a point of contact for existing investors and coordinate responses to investor inquiries across the firm.
- Coordinate client meetings and conference calls with clients and asset managers on the platform.
- Use AI tools for research, meeting preparation, materials development, and analysis of platform data.
Requirements
- 2–3+ years of applicable financial-services experience; alternative asset management or private wealth management experience is preferred.
- Bachelor’s degree, preferably with a concentration in Economics, Finance, or Business.
- Series 7 and Series 63 licenses required.
- Knowledge of finance, investment management, and alternative investments.
- Strong analytical, problem-solving, organizational, communication, and client-service skills.
- Professional experience using AI tools for research synthesis, meeting preparation, CRM hygiene, or communications.
Nice to have
- Salesforce experience.
- Experience in alternative asset management or private wealth management.
Culture & Benefits
- Inclusive, collaborative environment focused on growth, innovation, and employee contribution.
- Hybrid in-office work model.
- Subsidized healthcare with employer-paid dental and vision insurance.
- Employer-matched retirement plan and wellness programs.
- Generous paid time off and parental leave.
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