Decor

Posted on 27 Aug, 2024

Associate - Capital Raising Operations - Private Wealth

This is an exciting opportunity to join a market leading platform in a new and fast-growing area for the business. 

You will be the first hire in New York, supported by an existing team in Luxembourg, and be responsible for managing new PWM related fundraises from an operational perspective. This is a great opportunity for someone looking to join an entrepreneurial team, but one that has the infrastructure and support that comes with being part of a large global platform. 

 

Desired Experience

You should have c.5+ years of experience in a similar role. The following technical knowledge is beneficial: *Trade Processing (Subscriptions / Redemptions) *AML/KYC  *US Tax requirements *Familiarity with transfer agent processes and procedures

Key Elements of the Role

*Lead operational sales discussions with clients in partnership with the internal Capital Raising team, that you will sit alongside *Provide guidance and direction to investors on product terms *Internal and external stakeholder communication *DDQ responses

Location

New York City
Daisy Forden-Keech

Daisy Forden-Keech

Director

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