COO Analyst - Wealth

Position Overview

Support the strategic objectives and accomplishments of the Global Wealth Management Solutions (GWMS) business within Client & Product Solutions (CPS).

This role represents an opportunity to be a part of an entrepreneurial and nimble team within an established firm. This hire will be given a lot of responsibility, exposure to senior leadership, and room to grow within the organization.

The responsibilities of the role will include (but are not limited to) the following :

Develop presentations and quantitative analyses for consumption by senior leadership

Work closely with the sales team and product specialists as well as finance and technology teams to build an in-depth understanding of the capital raising activity at the Firm, and strategic growth initiatives based on investor feedback

Centralize and streamline competitor information across various products and channels in order to inform strategic decision making

Assist in day to day operations for the GWMS team, including budgeting, expense management, business planning and analysis, and technology solutions

Implement processes for new hire onboarding

Ad hoc projects to support fundraises and strategic initiatives

Track budget to actual for fundraising and expense management

Salesforce development and updates

Annual business planning and strategy

Qualifications & Experience

Bachelor’s degree with an excellent academic record

2-3 years of experience at an investment bank or alternative asset manager and / or marketing experience

Strong project management and follow-through skills; ability to manage multiple projects at once

Self-starter with a strong work ethic and a genuine willingness and desire to learn

Strong team player with an entrepreneurial predisposition and excellent interpersonal skills

Capacity to discreetly handle sensitive and confidential information

Working knowledge of private equity, credit and real assets

Strong PowerPoint and Excel skills

Strong writing skillset, including ability to synthesize complex financial concepts

Driven, strong passion for self-development

Uncompromising integrity and professionalism

Ability to work and communicate with a wide variety of constituents

Resourceful; strong organizational skills

Demonstrated strong analytical and quantitative skills

Pay Range

$100k - $115k

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance.

Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.