• $100
  • LOCATION:NONE

$100

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$100k - $115k

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,
  • 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

T

he 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