- Pay
- $100–135k
- Where
- New York, New York, United States
- Level
- Senior
Company Overview:
A leading investment firm with over $66 billion in committed capital, specializing in providing financing solutions to middle-market private equity firms. They are seeking a Wealth Senior Analyst to join their Investor Solutions Group in New York, focusing on capital raising and investor relations.
Job Responsibilities:
Preparation and maintenance of marketing materials, presentations, performance tables, and due diligence documents
Assist with timely and accurate completion of investor question responses, diligence requests (RFIs, RFPs, DDQs), and follow-up items from both investor and internal meetings
Preparation and distribution of quarterly reporting for various investment entities, coordinating with compliance and client service for error-free, on-time delivery to investors
Support new product development initiatives and project management
Special projects for partners and management team on an as-needed basis
Research competitor analysis and provide market intelligence for the management team and distribution partners
Qualifications:
Bachelor’s degree in a relevant field
Minimum of 2 years of work experience in asset management, investment banking, financial services, accounting, consulting, or related fields
Working knowledge of middle market private equity, private credit, and/or semi-liquid funds preferred
Prior experience in investor relations and product development preferred
Proficiency with Windows Office (Excel, PowerPoint) and other data/analytical tools (Capital IQ, Bloomberg)
Strong academic track record; CFA/CAIA or progress towards is a plus
Compensation:
Salary: $100,000 - $135,000, Plus Bonus