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The Client Associate/Senior Client Associate supports a Wealth Advisor team by managing private equity operations, client documentation, and communication, with a focus on international client coordination and account maintenance.

Assist in fundraising processes, manage capital activities, update marketing materials, analyze data, and coordinate communications for PIPCO platform.

The Client Associate will manage high-net-worth client relations, support onboarding, account management, and act as a backup equity trader, ensuring accurate service and execution of trades and client requests.

Partner with operations, product, and technology teams to analyze and redesign alternative investment workflows, define requirements, enable automation (e.g., Appian), manage end-to-end delivery (UAT, cutover, hypercare), and track KPIs to improve operational efficiency and controls.

The role involves liaising with investment stakeholders, managing product lifecycles, and improving investment technology solutions through data-driven insights and agile practices.

The Consultant Database Analyst supports marketing efforts by managing and analyzing data related to investment strategies, ensuring accuracy and contributing to process improvements in collaboration with internal teams.

The analyst will evaluate investment ideas for Portfolio Management, prepare recommendations, build earnings models, and source information to provide insights.

Support the Japan equity investment team with research, data collection, summary creation, investment memo assistance, and basic financial analysis.

The Senior Associate, Institutional Client Advisor will develop client relationships, manage the sales process, and solve investment problems, working with clients in the South-Central US territory.

Provide legal support for investment management and regulatory matters across EMEALA. Draft and negotiate IMAs, distribution and commercial agreements, side letters, and data/privacy documents. Advise on financial services regulations and AI/data protection issues, maintain templates and contract databases, liaise with external counsel, and work with business teams to resolve legal issues.