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8 Days AgoSaved
In-Office
Chicago, IL, USA
95K-115K Annually
Mid level
95K-115K Annually
Mid level
Fintech • Payments • Financial Services
Own recurring performance reporting for institutional and private wealth clients, including client reports, presentation materials, consultant databases, and third-party portal updates. Validate and reconcile complex financial data, maintain process documentation, respond to performance inquiries, and support sales materials, meetings, RFPs, and ad hoc analyses. Collaborate across investment, marketing, finance, accounting, technology, and middle-office teams while improving reporting through standardization, automation, and AI-enabled tools.
Top Skills: Ai-Enabled Reporting And Automation ToolsExcelPower BIPower Query
Reposted 17 Days AgoSaved
Remote
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Adams Street Partners is soliciting resumes for future openings. The posting describes the firm, its strategies, global presence, and invites candidates to share resumes for consideration.
Reposted 17 Days AgoSaved
Remote
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Opt into Adams Street Partners' Associate Talent Network by submitting your resume and answering questions to receive updates on webinars, networking opportunities, and Associate role openings across private markets strategies (primary, secondary, co-investments, growth equity, private credit). Targeted at candidates in 2-year investment banking programs or other entry-level finance roles seeking a move to the buy-side.
Reposted 19 Days AgoSaved
In-Office
New York, NY, USA
175K-250K Annually
Senior level
175K-250K Annually
Senior level
Fintech • Payments • Financial Services
Lead consultant and investor-relations efforts for Adams Street across assigned East Coast and Midwestern consulting firms. Build and maintain consultant relationships, generate buy-ratings, identify business development opportunities, coordinate with sales colleagues, present thought leadership, document CRM interactions, and align internal teams to grow assets under management.
Reposted 19 Days AgoSaved
In-Office
New York, NY, USA
125K-155K Annually
Senior level
125K-155K Annually
Senior level
Fintech • Payments • Financial Services
Serve as day-to-day relationship manager for key wealth management partners, delivering white-glove client service. Coordinate onboarding, reporting, custom analyses, due diligence, and fundraising support across internal teams. Produce presentations, market and fund updates, and identify process improvements to scale the wealth platform.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordPivottablesSalesforceVlookup
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22 Days AgoSaved
In-Office
Chicago, IL, USA
85K-110K Annually
Junior
85K-110K Annually
Junior
Fintech • Payments • Financial Services
Support wealth sales and fundraising teams by servicing prospective and existing investors, preparing client presentations and communications, fulfilling reporting requests, coordinating product launches and onboarding, supporting RFPs and due diligence, researching prospects, and maintaining Salesforce and investor portal records. The role requires strong organization, communication, attention to detail, private markets knowledge, and the ability to manage competing priorities across internal teams and external partners.
Top Skills: Crm SystemsExcelInvestor PortalMicrosoft Office SuitePowerPointSalesforce
Reposted 22 Days AgoSaved
In-Office
New York, NY, USA
170K-250K Annually
Senior level
170K-250K Annually
Senior level
Fintech • Payments • Financial Services
Lead development and execution of a data-driven marketing strategy for Private Wealth Solutions targeting RIAs, financial advisors, and wealth platforms. Create advisor-focused messaging and multi-channel content, manage campaign performance, collaborate cross-functionally, maintain advisor-facing resources, drive brand-building, and ensure regulatory compliance of marketing materials to support commercial growth.
Reposted 25 Days AgoSaved
In-Office
Chicago, IL, USA
80K-105K Annually
Senior level
80K-105K Annually
Senior level
Fintech • Payments • Financial Services
Support planning, coordination, and execution of firmwide marketing campaigns across email, web, advertising, thought leadership, and social. Manage project timelines, stakeholder reviews, version control, distribution lists in Salesforce, vendor coordination, and process improvements to increase efficiency and support senior marketers.
Top Skills: AsanaMicrosoft TeamsMonday.ComSalesforceSharepoint
Reposted 26 Days AgoSaved
In-Office
2 Locations
130K-150K Annually
Junior
130K-150K Annually
Junior
Fintech • Payments • Financial Services
Analyze and model secondary investment opportunities across private markets. Build LBO, fund, and cash flow models; conduct market and company research; participate in due diligence; support deal selection, pricing, execution, documentation, and investment committee presentations; monitor deals and maintain proprietary deal intelligence; support team and firm strategic initiatives.
Reposted 29 Days AgoSaved
In-Office
Menlo Park, CA, USA
135K-145K Annually
Junior
135K-145K Annually
Junior
Fintech • Payments • Financial Services
The Associate will support sourcing, analyzing, and monitoring investment opportunities, manage documentation, and assist in client support activities.
Top Skills: ExcelFinancial Modeling
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