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Associate (planning)

London
Finatal
Planner
Posted: 21 June
Offer description

Associate, Private Wealth Investor Relations Location: London
Salary: £80,000 - £90,000 base + 100% bonus (expected)
Our client is a leading global alternative investment manager with expertise in Private Equity, Secondaries, Credit, and Infrastructure. Operating from a global network of 30 offices, the firm oversees €191 billion in assets under management. Its private equity platform, managing €117 billion, is divided across four key strategies: The firm’s ability to leverage its global network and resources offers a competitive advantage in sourcing investment opportunities and driving value creation across its portfolio. With a strong reputation and commitment to innovation, the firm is at an exciting stage of growth, particularly in its private wealth offerings, and is expanding its team to support this strategic focus.
This position offers a rare opportunity to contribute to the scaling of the firm’s private wealth AUM in a high-growth environment.

We are seeking an Associate to join the Private Wealth group within the Client & Product Solutions team based in the London office.

Contributing to all aspects of evergreen fundraising project management.
Assisting in the development of the private wealth strategy, processes, and infrastructure.
Preparing high-quality marketing presentations and fund documentation.
Conducting market analysis and research to inform fundraising efforts.
Tracking and updating investor information and monitoring ongoing fundraising initiatives.
Background in a leading financial institution, with familiarity in private markets fundraising or private wealth being advantageous.
Excellent academic credentials from a top-tier institution.
Proficiency in Excel (modelling skills preferred).
Ability to craft high-quality presentations and materials, delivering key messages effectively.
Exceptional attention to detail with the ability to manage multiple projects simultaneously.
Strong work ethic, customer-oriented mindset, and ability to excel in small teams or independently.

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