Project Management & Origination Associate

About the Role

Key Responsibilities

• Participate in the execution and project management of alternative investment fund mandates and support the sourcing of new prospective clients under manager oversight.
• Assist across multiple asset classes in marketing client funds to North American investors.
• Act as the keystone of transaction teams, serving as a project manager and mentoring Analysts.
• Support the diligence, launch, and project management of Funds.
• Serve as a junior liaison between project management and the distribution team.
• Provide industry research including news updates, geographic and sector reviews, potential risks, competition, and regulatory changes.
• Interact with/support clients to help them achieve their fundraising objectives.
• Update key firm information and materials with oversight.
• Produce, maintain, and update Fund materials with limited oversight.
• Assist in the upkeep and internal distribution of management reports, client reports, meeting notes, and call notes.
• Coach, mentor, and train Project Management Analysts.
• Contribute to team meetings and discussions.
• Perform other related duties as assigned.

Requirements

• 3+ years of alternative investment experience, preferably including 1-3 years at a Placement Agent or in a fundraising role.
• Solid knowledge of financial services.
• Technical understanding of alternative investment products.
• Superior verbal and written communication skills capable of engaging with senior-level clients and responding to detailed questions.
• Strong analytical, sales, and marketing instincts.
• Minimum educational qualification of a B.S. or B.A.
• Licenses including FINRA SIE, Series 79, and Series 63.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Qualifications

• B.S. or B.A. degree.
• FINRA SIE, Series 79, and Series 63 licenses.

Benefits & Perks

• Comprehensive benefits package including health, dental, and vision care.
• 401k plan.
• Wellness initiatives.
• Life insurance.
• Paid time off.