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Willow Wealth · 1 day ago

Associate Director, Fund Selection

New York, NY

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

$210K/yr - $230K/yr

7+ years exp

Willow Wealth is the leading private markets investment platform, dedicated to unlocking access to private market investment products. The Associate Director, Fund Selection will oversee the investment and monitoring of a growing portfolio of private markets funds, engaging with managers to source investments and support internal teams and investors.

FinanceFinancial ServicesFinTechWealth Management

Responsibilities

Source private markets fund, secondaries, and co-investment opportunities

Perform comprehensive due diligence on investment managers and their investment offerings

Prepare comprehensive investment memos to be presented to Willow Wealth's Investment Committee

Engage with Operations, Legal, Finance, Investment Product Marketing, and Risk Management teams to review the fit of investment opportunities for Willow Wealth’s platform

Support Willow Wealth’s Investment Product Marketing team with the preparation of clear and relevant investment offering materials

Engage with private markets managers to regularly monitor the progression and performance of investments in the Willow Wealth portfolio

Present investment updates and portfolio management recommendations in quarterly portfolio review meetings

Prepare clear and concise investor updates and investment commentary and support Willow Wealth’s Investor Relations and Private Client Group teams with existing and prospective investor questions