Associate Director, Fund Selection

About Willow Wealth

Willow Wealth is the leading private markets investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That's why we're unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.

All Willow Wealth offices follow a hybrid work model.

About the Role

Willow Wealth is looking for an investment professional to support the investment and monitoring of its rapidly growing portfolio of private markets funds, evergreen funds, secondary investments, and co-investments across the private equity, private credit, real assets, and real estate asset classes. This individual will be responsible for engaging with private market managers to source investments, lead due diligence and closing processes, support the preparation of offering materials for new investment offerings, and monitor the progress and performance of investments. Additionally, this role will provide support to internal teams, and education to Willow Wealth investors, as new types of investments are onboarded to the Willow Wealth platform.

Key Responsibilities

• Source private markets fund, secondaries, and co-investment opportunities
• Perform comprehensive due diligence on investment managers and their investment offerings

This due diligence process includes a review of the private markets managers, investment teams, investment strategies, historical track records, investment processes, and investment terms / alignment

Qualifications

What's in it for you :

Competitive compensation packages, including equity

Health, dental & vision coverage with FSA / HSA options

Unlimited PTO

401k Match

Commuter benefit

Life insurance

This is a New York-based role. The base salary range for this position is USD 210,000 to 230,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

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