Teams at Willow Wealth

Support sourcing, underwriting, diligence, selection, and monitoring of private market opportunities across real estate debt, private credit, co-investments, and third-party funds. Prepare Investment Committee materials, build financial models and decks, synthesize market research from third-party data providers, and streamline analyst workflows using AI-assisted tools and automation.

Manage accounting and financial reporting for Willow Wealth funds, review administrator-prepared statements, draft audited financials and footnotes, reconcile fees and intercompany items, oversee external administrators, improve controls and processes, support audits and tax filings, and respond to investor inquiries.

Contract website designer to translate marketing strategy into responsive, conversion-focused web pages and landing pages. Work in Figma component library, create developer-ready files, collaborate with product and creative teams, present designs, iterate from brief to handoff, and provide development support. Estimated 20–30 hours/week, remote US candidates welcome; East Coast hours preferred.