Position Overview
Support the strategic objectives and accomplishments of the Global Wealth Management Solutions (GWMS) business within Client & Product Solutions (CPS). This role represents an opportunity to be a part of an entrepreneurial and nimble team within an established firm. This hire will be given a lot of responsibility, exposure to senior leadership, and room to grow within the organization. The responsibilities of the role will include (but are not limited to) the following:
- Develop presentations and quantitative analyses for consumption by senior leadership
- Work closely with the sales team and product specialists as well as finance and technology teams to build an in-depth understanding of the capital raising activity at the Firm, and strategic growth initiatives based on investor feedback
- Centralize and streamline competitor information across various products and channels in order to inform strategic decision making
- Assist in day to day operations for the GWMS team, including budgeting, expense management, business planning and analysis, and technology solutions
- Implement processes for new hire onboarding
- Ad hoc projects to support fundraises and strategic initiatives
- Track budget to actual for fundraising and expense management
- Salesforce development and updates
- Annual business planning and strategy
Qualifications & Experience
- Bachelor’s degree with an excellent academic record
- 2-3 years of experience at an investment bank, management consulting, alternative asset manager and /or marketing experience
- Strong project management and follow-through skills; ability to manage multiple projects at once
- Self-starter with a strong work ethic and a genuine willingness and desire to learn
- Strong team player with an entrepreneurial predisposition and excellent interpersonal skills
- Capacity to discreetly handle sensitive and confidential information
- Working knowledge of private equity, credit and real assets
- Strong PowerPoint and Excel skills
- Strong writing skillset, including ability to synthesize complex financial concepts
- Driven, strong passion for self-development
- Uncompromising integrity and professionalism
- Ability to work and communicate with a wide variety of constituents
- Resourceful; strong organizational skills
- Demonstrated strong analytical and quantitative skills
Pay Range
$100k - $115k
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
