Private Wealth Analyst Jobs in New York

Experience in financial industry and/or business management desired. Knowledge related to Wealth Management strongly preferred

Outstanding time management skills and sound judgment

Administrative Assistance to senior level of International Wealth Management team

Meeting Logistics: Coordinate senior management meetings, occasional town halls and other forums

Travel and Expense Management: Arrange business travel, book travel arrangements and prepare expense reports

Administrative Assistant - Private Wealth Management

Excellent organisation and planning skills with the ability to prioritize and manage own workload to meet tight deadlines.

The incumbent of this position is prohibited from undertaking investment management or providing investment advice.

Support the audit processes of the firm’s private wealth offerings, particularly the Fund and CIT.

Excellent communication skills, both written and verbal.

Strong analytical skills and excellent attention to detail.

Professional working knowledge of MS Office, with emphasis on PowerPoint and Excel dexterity.

Strong organizational and project management skills and detail orientation.

Strong quantitative, writing, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong ability to multi-task, with an ability to manage multiple projects with different deadlines.

Prior private equity or private credit investing, capital markets, investment banking or investor relations experience is an asset.

Advanced facility with Excel, Word and PowerPoint.

Strong time management and organizational skills.

Bachelor's degree with 3 to 5 years of experience in the financial services industry, alternative sales experience preferred.

Strong knowledge of macroeconomics, assets allocation, fixed income, equity and alternative markets

Excellent communication and presentation skills.

Interpersonal skills with proven ability to build effective relationships.

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.

Work with internal Blackstone teams on the full scope of product development, including the buildout of operations, technology, marketing and finance

Strong communication and presentation skills

Strong analytical and problem-solving skills

Partner with senior leaders across Private Wealth Solutions and Blackstone’s investment businesses to create bespoke products designed for private wealth clients

Conduct research on product structures, regulatory developments and competitor fund launches to help identify scale opportunities

Support multiple strategic initiatives and numerous firm-wide and cross-business projects

Build relationships with key stakeholders both internally and externally to define needs, enable new capabilities and deliver holistic solutions

Excellent organization, communication and interpersonal skills

Research white space opportunities for business growth and expansion internationally, including new geographic markets and new business channels

Thoroughly analyze and evaluate internal business plans for strategic planning, working with a cross-functional team to identify risks and opportunities

Identify procedural gaps in existing workflows and work to drive operational enhancement with optimization, automation, system improvements and data where possible

Bachelor’s degree with outstanding record of academic achievement

Build relationships with key stakeholders both internally and externally to define needs, enable new capabilities and deliver holistic solutions

Excellent communication and interpersonal skills

Experience executing complex strategic and operational initiatives

Exceptional problem-solving skills, with the ability to make strategic recommendations

Experience conducting quantitative and qualitative analysis

Research white space opportunities for business growth and expansion internationally, including new geographic markets and new business channels

Exceptional organizational skills with diligent and methodical approach to complicated tasks

Strong interpersonal skills, verbal and written communication 

Partner with Business Development and Investor Relations teams to assist in product development and fundraising efforts across the U.S.

Maintain and update detailed internal CRM system to log all client and prospect-related activity on a daily basis

Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues

Leverage third-party databases and research to establish and execute on territory plans

15+ years experience in portfolio management, personal tax, wealth management, financial planning

Well developed relationship management skills to make persuasive recommendations to and serve the needs of sophisticated clients

Sound operations, regulatory and risk management knowledge

Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with requirements.

Comprehensive knowledge of investment and wealth advisory products and services

Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value relationships

Ability to effectively interact and build relationships with senior management and global stakeholders

Goldman Sachs Asset Management Private Credit

Coordinating investment offering correspondence between external clients and deal teams

2-4 years of prior work experience in a relevant field

Strong quantitative, analytical and problem-solving skills

Excellent interpersonal and communication (written and verbal) skills

Generates reports for management and tracks private placement portfolio performance.

Bachelor’s degree in Finance, accounting or Economics

Excellent communication and presentation skills

Strong understanding of accounting, financial analysis, and corporate finance

Provide credit research support through industry, peer, and company analyses.

Prepares valuations, writes memorandums for private placements, and participates in due diligence and drafting sessions.

Strong time management and organizational skills.

Manage all calendars / Zoom accounts for senior professionals in group and certain shared calendars for the broader business.

Manage group budget and invoice submission

Manage all domestic / international travel, including itinerary creation where applicable

Manage guest list and event correspondence (invitations, event reminders, registration confirmation) in accordance with event deadlines

Manage special projects and tasks that may come up for the private wealth business

Work with internal Blackstone teams on the full scope of product development, including the buildout of operations, technology, marketing and finance

Strong communication and presentation skills

Strong analytical and problem-solving skills

These should just be a continuation of the qualifications list

Partner with senior leaders across Private Wealth Solutions and Blackstone’s investment businesses to create bespoke products designed for private wealth clients

Spearhead research on product structures, regulatory developments and competitor fund launches to help identify scale opportunities

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Cover specific multi-channel fundraises and responsible for learning the breadth of the platform across both direct and open architecture offerings.

Talk in some detail about the platform with general knowledge of fund-specific attributes to both internal and external constituents.

Minimum of 1-2 years of prior work experience

Strong quantitative, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong organizational and project management skills and detail orientation.

Strong quantitative, writing, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong ability to multi-task, with an ability to manage multiple projects with different deadlines.

Prior private equity or private credit investing, capital markets, investment banking or investor relations experience is an asset.

Advanced facility with Excel, Word and PowerPoint.

Cover specific multi-channel fundraises and responsible for learning the breadth of the platform across both direct and open architecture offerings.

Talk in some detail about the platform with general knowledge of fund-specific attributes to both internal and external constituents.

Minimum of 1-2 years of prior work experience

Strong quantitative, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong ability to multi-task, with an ability to manage multiple projects with different deadlines.

Strong communication and project management skills

Be highly engaged on the blueprint of our digital presence, UX and content private wealth digital experiences and product pages

4-6 years of experience in product marketing or strategy with writing experience in financial services strongly preferred (financial services background required)

Experience and expertise in commercially driven messaging with financial markets and competitive landscape awareness

Excellent written and analytical skills (with a focus on writing for our audience)

Ability to manage multiple stakeholders while staying strategically focused

Monitor and analyze performance and exposures across all of the managed and advisory private investment programs

3 or more years of relevant experience

Develop and deliver tailored advice for clients to help them achieve their long-term objectives for their private investments portfolio

Conduct research and analysis which aim to inform portfolio construction

Robust analytical proficiency particularly using excel