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Senior Associate - 1844913

Senior Associate - 1844913

Optimal StaffingHouston, TX, US
16 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources.

We offer independent business advisory and corporate financial services. We advise our family office clients on private equity, mezzanine, senior, and project debt procurement and investment, as well as buyside, sellside and going-private, hostile defense, recapitalization and restructuring transactions.

Senior Associate - Capital Formation - RIA

The Capital Formation team is focused on expanding the capital base of our Registered Investment Advisor. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships in addition to sourcing new Partners to invest with the firm. This position will primarily focus on the Houston & New York market.

Key Responsibilities :

  • Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance.
  • Monitoring existing Partner investments and growing the assets with existing Partners.
  • Leveraging personal networks to identify new prospective Investors.

Requirements :

  • 5 years of experience in a relationship management and business development role in a fast-paced industry
  • Series 65 or willingness to obtain within 90 days of hiring
  • Outgoing personality and the ability to interact with rooms full of people with confidence
  • Team player with a strong work ethic
  • Ability to work in a fast-paced environment under strict deadlines
  • Exceptional organizational and written communication skills and exacting attention to detail
  • Proficient in Microsoft Office Suite
  • Basic competencies in CRM software with an ability to expand
  • Compensation Structure :

  • Guaranteed Compensation will be commensurate with experience
  • Long-term equity incentives are provided based on success
  • Opportunity to earn quarterly bonuses based on the value added to the organization and firm's profitability
  • We offer a generous PTO plan, along with an excellent Benefit Portfolio
  • Featured benefits
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance
  • Paid maternity leave
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