Associate- Private Wealth

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The Associate will contribute to research and development efforts for innovative new products and support various project workstreams, partnering with internal teams on the implementation and operational setup of new funds and products.

Company Information:

Alternative Asset Manager.

Job Description:

-Assisting in the execution of sophisticated, high impact new product development and implementation initiatives.
− Participating in the design and execution of new versions of existing products
− Building and maintaining financial models to determine the short-term and long-term impact of new product initiatives.
− Partnering with internal teams including Fund Accounting, Operations, Treasury, Structured Products, Tax and Legal to build out necessary workflows and operationalize new products.
− Assisting with creating project plans, tracking achievements and reporting progress to Solutions Leadership
− Providing leverage to the Solutions Team on the management of investor product lines.
− Conducting market research on fund structures, regulatory implications and competitors to identify key industry trends.
− Gathering and analyzing industry data to drive product strategy.

Requirements / Qualifications:

-Bachelor’s degree required
− 2+ years of experience at a top-tier financial services, investment management, strategic
consulting or private equity firm, preferably in a product development and strategy capacity
− High level of intellectual curiosity with a desire to develop skills and learn
− Strong quantitative, financial modeling and analytical skills
− Excellent written and verbal communication skills
− Meticulous attention to detail, accuracy and drive to deliver high-quality work
− Strong project and process management skills
− Ability to manage multiple initiatives in a fast-paced environment

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