Our client is a global alternative investment manager with over $100 billion in assets under management, spanning strategies across private equity, credit, infrastructure, and real assets. The firm partners with institutional investors, family offices, and wealth management platforms globally, offering deep market expertise and a long-term performance track record.
The Senior Associate will join a high-performing Investor Relations and Relationship Management team, supporting key client relationships across the firm’s platform. The role is ideal for an experienced client-facing professional with a deep understanding of alternative investments, outstanding organizational skills, and the ability to manage high-volume, detail-oriented tasks under pressure. This individual will be responsible for managing ad hoc investor requests, creating portfolio materials, supporting relationship management and retention initiatives, and ensuring best-in-class service across the client base. The position requires active FINRA Series 6 or 7 and 63 licenses.
Key Responsibilities:
Client Service & Relationship Management
Presentation & Reporting Materials
Client Data & CRM Management
Qualifications:
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