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Reposted 23 Days AgoSaved
Hybrid
Santa Monica, CA, USA
110K-150K Annually
Senior level
110K-150K Annually
Senior level
Fintech • Payments • Financial Services
Lead sourcing, underwriting, and due diligence for private markets (especially secondaries). Support deal teams on primary funds, secondaries, and co-investments; maintain manager relationships; perform market and manager research; monitor investments; improve research processes; and support client presentations and reporting.
Reposted One Month AgoSaved
Hybrid
Santa Monica, CA, USA
110K-175K Annually
Senior level
110K-175K Annually
Senior level
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Retain and grow assets, coordinate internal teams, manage onboarding/KYC, produce investor reporting and analytics, support fund launches/restructurings, ensure regulatory compliance, and provide market insights and thought leadership.
Top Skills: Ai-Enabled ToolsExcel
Reposted One Month AgoSaved
Hybrid
Pittsburgh, PA, USA
110K-175K Annually
Senior level
110K-175K Annually
Senior level
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Manage relationships, onboarding/KYC, investor reporting and deliverables, coordinate with internal teams (legal, compliance, marketing), support fund launches and alternatives products, analyze large datasets and performance metrics, and provide market insight to retain and grow client assets.
Top Skills: Ai-Enabled ToolsExcel
Reposted One Month AgoSaved
Hybrid
Chicago, IL, USA
110K-175K Annually
Senior level
110K-175K Annually
Senior level
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Manage client onboarding, KYC, reporting, deliverables, and fund launches. Coordinate internal teams (legal, compliance, marketing), analyze large data sets for performance and ownership reporting, provide market insights, and drive retention and asset growth while advocating for client needs.
Top Skills: Ai-Enabled ToolsExcel
Reposted One Month AgoSaved
Hybrid
New York, NY, USA
110K-175K Annually
Senior level
110K-175K Annually
Senior level
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and alternatives investors, managing relationships, onboarding/KYC, coordinating internal teams, preparing investor reporting and deliverables, supporting fund launches and investor services, and providing market insights to retain and grow assets.
Top Skills: Ai-Enabled ToolsExcel
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