New Job Senior Associate, Private Wealth Americas In New York
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| Senior Associate, Private Wealth Americas |
Senior Associate, Private Wealth Americas
Company : Golub Capital
Salary : $125,000 - $155,000 a year
Location : New York
Full Description
Position Information
Hiring Manager:
Managing Director
Department:
BD / IR
Department Overview
PWA (formerly PFA) is a component of Investor Partners Group (‘IPG'), responsible for the equity and debt funding activities of the firm. PWA focuses on delivering compelling investment solutions and high-quality client service to the private-wealth market via wirehouses, regional brokers-dealers, private banks, and other intermediary companies specific to North and South America. The team works closely with other nonprofits in terms of sales and marketing, business development, and transactional management, specifically targeting the private-wellness market.
Position Responsibilities
- PWA Senior leadership supports PWA on critical business initiatives such as business planning, content creation, product and market insights, internal presentations, business memos and ad-hoc analysis.
- Maintaining expertise on PWA products, including private limited partnerships, BDCs and insurance-related funds.
- Working as a subject matter expert on semi-liquid products for internal teams including Discovery, Business Development and Investor Relations.
- Conducting complete competitor analysis, with a focus on semi-liquid products and new product launches in the market.
- In-depth analysis of market trends provides valuable insights to leadership by supporting product research and generating in-depth conclusions.
Candidate Requirements
Qualifications & Experience:
- What is the minimum bachelor's degree required in business, finance, economics or a related field?
- At least 4 years of relevant work experience at a private credit, private equity firm, hedge fund or asset management firm.
- Effective communication skills in verbal and written language, and a strong command of Microsoft Excel and PowerPoint.
- Ability to multi-task, problem solve and adapt in response to changing priorities.
- Strong, proactive problem solving abilities coupled with demonstrated time management and organizational skills.
- Exhibits outstanding attention to detail, while managing diverse responsibilities within a dynamic, fast-paced environment.
- Can you describe the ability to take initiative and work independently while demonstrating strong teamwork?
- Series 63 and 7: What is the difference between series 7 and series 63?
Critical Competencies for Success
Our model defines key behaviors and competencies across four parameter categories: Leadership, Getting Results, Personal Effectiveness and Structure Thinking. These behaviors drive our ability to win together.
- Leadership: Role models in this area consistently focus on the right goals and priorities, constantly develop themselves and others. Always team players, they influence and engage others to contribute towards a supportive and inclusive culture where all feel welcome.
- Achieving results: Role models in this area are high achievers who develop carefully designed plans and consistently deliver good results. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow effectively.
- Thinking critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them ahead of time.
- Personal effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations; they are adaptable to changing circumstances.
The specific competencies define the knowledge, skills and abilities that are needed to perform the functional or technical work of this role successfully.
- Industry Knowledge: Demonstrates an understanding of the firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their importance and implications for the firm.
- Firm and Product Knowledge: Demonstrates an understanding of the Firm's investment strategy, client base, products and investor needs, including the firm's structure and competitive advantage in the marketplace.
- Innovation: Embedding an agile and creative mindset helps to develop new solutions, continuously improve existing processes and optimise existing processes. In ambiguous circumstances, people, processes and technology, impose a structure in the context of these.
- Programming and project management: manages projects and/or programs through planning, identifying resources, executing, monitoring and communicating project activities. Assessing the impact of project decisions.
- Analytics: Surfaces, sources and analyzes data to discover trends and infer strategy and business decisions.
- Data and content stewardship: Follows appropriate policy and procedures to enter and manage data and content, including evaluating issues with data and content governance and taking appropriate steps to address them. Communicates with others regarding data- and content-stewardship to ensure accuracy and integrity; encourages others to uphold data- and quality-management practices.
- Relationship management: Creates ways to engage others, cultivate trust, and build long-term win-win partnerships with investors, business partners, and internal teams.
Compensation and Benefits
For New York City Only: It is expected that the base salary range for this position will be between $125,000 and $155,000. Actual salary may vary based on skills, experience and qualifications for the role in addition to a full set of medical, financial and/or other benefits (including 401(k) eligibility and various paid time off perks such as vacation, sick time and parental leave). Details of participation in these benefit plans are offered.
Global Capital is a gender-equal opportunity employer.