About the Role
Our client is a leading fin tech platform that makes alternative investments accessible to high-net-worth advisors.
The role will focus on supporting the private markets groups across the private markets. This individual will participate in due diligence efforts, market mapping, and other support functions.
Responsibilities
- Support private markets group : Perform various tasks to assist the team.
- Maintain investment pipeline : Track and map investment ideas over a 12-month period.
- Due diligence : Participate in evaluating private capital managers and prepare comprehensive reports.
- Source and monitor managers : Identify new managers, perform initial screenings, and provide regular updates on selected managers and funds.
- Marketing and fund launch support : Prepare marketing materials, develop and execute marketing plans, and assist with roadshows and conferences.
Qualifications
- 2-5 years of total experience in financial services
- Bachelor's degree in finance, economics or a similar field of study
- Demonstrated qualitative and quantitative analytical skills
- Progressing or interest in pursuing a CFA is a plus
Ready to make an impact in the world of alternative investments? Click to apply now!