Senior Associate

A leading wealth management platform is seeking a Senior Associate to join its Alternative Investments team, supporting the evaluation, selection and monitoring of private market managers on behalf of a large advisor and client base.

The role will work closely with senior investment leadership and will combine manager diligence, investment analysis and advisor/client-facing responsibilities across Private Equity, Private Credit, Real Assets and broader Alternative Investments.

Key Responsibilities

• Conduct due diligence on private market funds and external managers
• Meet directly with fund managers and GPs to assess strategy, track record and investment approach
• Support manager selection and investment recommendations
• Review fund materials, performance, portfolio construction and investment risks
• Prepare investment analysis and materials for internal decision-making
• Monitor existing manager relationships and approved investments
• Support advisor teams with alternative investment research and guidance
• Help communicate private market opportunities clearly to advisors and clients

Candidate Profile

• Approximately 4–5 years of relevant experience
• Background in Private Markets, Alternative Investments, Manager Research, Fund Investments or Investment Due Diligence
• Experience within OCIO, Investment Consulting, Private Wealth or similar platforms also highly relevant
• Strong analytical and communication skills
• Comfortable interacting directly with fund managers, advisors and clients
• No specific educational background required