About Willow Wealth
Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception. The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.
About the Role
The Investments Analyst will support sourcing, screening, diligence, selection, and monitoring of opportunities across key areas of the platform: direct investments in private real estate debt; direct investments in private credit (asset-backed, specialty finance, and other niche strategies but not direct lending), co-investments in growth equity and other strategies; and third-party alternative investment funds (various private market and hedge fund strategies). This is a highly cross-functional role suited to someone who wants broad exposure to private markets and employ a diverse skill set across direct single asset investing, co-investments, and allocating to third party funds. It is not a narrow single-strategy seat. This candidate will be expected to have demonstrated the ability to improve their own workflows using AI.
Key Responsibilities
- Third-Party Fund Investments & Co-Investments
- Assist in sourcing and underwriting third party alternative investment managers and co-investments
- Conduct due diligence on alternative fund managers across private equity, private credit, private real estate, private infrastructure, and hedge fund strategies
- Support underwriting of co-investment opportunities in private equity, private real estate (debt, not equity) and private credit (asset based finance strategies)
- Supporting Process and Research
- Prepare Investment Committee and Green Light Committee materials, including memos, models, and presentation decks
- Synthesize market research and third-party data (e.g., PitchBook, Preqin, CoStar, NAREIT) into concise internal briefings
- Identify opportunities to streamline recurring analyst and investment team workflows using AI-assisted tools, templates, and automation, and help build durable processes the broader team can reuse
Qualifications
- 2–4 years of experience that includes material analyst responsibilities at any buy or sell side firm with applicable experience
- Excellent written communication; comfortable drafting memos for an Investment Committee audience
- Demonstrated proficiency using AI tools (e.g., Claude, ChatGPT) to improve day-to-day investment workflows. Candidates who can speak to specific examples will stand out
What’s in it for you
Competitive compensation package, including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k match
Commuter benefit
Life insurance
Wellness stipend
This is a New York-based role. The base salary range for this position is USD 130,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
Skills Required
- 2-4 years of analyst experience at buy- or sell-side firms across at least two: private credit, real estate debt, co-investments, or third-party manager selection
- Excellent written communication; comfortable drafting memos for an Investment Committee audience
- Demonstrated proficiency using AI tools (e.g., Claude, ChatGPT) to improve investment workflows
- Ability to provide specific examples of AI-driven workflow improvements
- Self-starter who can manage multiple threads and escalate open questions appropriately
Willow Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Willow Wealth and has not been reviewed or approved by Willow Wealth.
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Healthcare Strength — Healthcare coverage is positioned as a standard, modern package with medical, dental, and vision options. The offering appears aligned with typical tech/fintech expectations even though plan richness is not detailed publicly.
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Retirement Support — A 401(k) match is part of the stated benefits set, signaling employer participation in retirement savings. The exact match formula and vesting are not specified, but the presence of a match is a positive baseline.
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Equity Value & Accessibility — Equity options are included alongside salary, indicating an ownership component to total compensation. Access and value likely vary by role and level, but equity is presented as part of the package.
Willow Wealth Insights
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