Senior Associate, Capital Markets jobs in United States
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Pathstone · 5 hours ago

Senior Associate, Capital Markets

positionWinter Park, FL
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$60K/yr - $70K/yr
date2+ years exp

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. The role involves working in a collaborative environment within the Capital Markets arena, assisting in client service, daily operations, and special projects.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
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Senior ManagementbadNo H1Bnote

Responsibilities

Provide support to the Client Advisory teams in the communication and implementation of client investment strategies
Work within the Capital Markets Group and adhere to the firm’s process and procedures
Act as information provider to custodians, accountants, banks, investment managers, and other professionals also supporting clients

Qualification

Analytical skillsClient service skillsMicrosoft ExcelInvestmentsProblem-solving skillsVerbal communicationWritten communicationDetail-orientedPositive attitude

Required

Bachelor's degree required
2 – 5 years' experience preferred
Strong analytical, quantitative, problem-solving, and client service skills
Detail-oriented and understanding of time-sensitive issues
Strong PC and Microsoft Office skills, especially Excel
Comfortable speaking with industry professionals concerning money movements, account openings, trades within accounts, and basic daily operations
Shows a positive attitude and initiative in all aspects of the position, and the ability to prioritize tasks in the face of competing demands
Strong verbal and written communication skills

Preferred

Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives is a plus

Benefits

Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more

Company

Pathstone

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Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
dateFounded in 2010
location
Englewood, New Jersey, USA
people-size501-1000 employees
web-link
http://pathstone.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity

Leadership Team

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Allan Zachariah
Co-Chairman
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Recent News

Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners
2025-01-27
Company data provided by crunchbase