General Atlantic · 21 hours ago
Senior Associate, Private Wealth Product Development and Management
New York - Park Avenue
Full-time
Onsite
Mid, Senior Level
$135K/yr - $190K/yr
3+ years expGeneral Atlantic is a leading global investor providing capital and strategic support for innovative businesses. They are seeking a Senior Associate to join their Private Wealth Product Development & Management team in New York, focusing on the full product lifecycle for private wealth offerings, including product design and client-facing reporting.
FinanceFinancial ServicesVenture Capital
Responsibilities
Supporting product strategy, design, and structuring for private wealth channel delivery by working across General Atlantic’s organization to help design evergreen product vehicles and terms based on strategy, target client base, wealth platform requirements, and competitive intelligence
Helping coordinate and manage cross-functional product working groups – including product, sales, operations, tax, legal and compliance, finance, client services, technology, and marketing – to drive end-to-end product development, manage workstreams and timelines, and ensure smooth execution of product launches and post-launch processes
Prepare and maintain marketing materials and content for client delivery, including fund marketing materials, portfolio and performance updates as well as market and strategy commentary tailored to private wealth audiences
Analyze market intelligence and competitor offerings to assist in the identification of opportunities for new wealth product development, helping shape private wealth product strategy and execution
Collect and maintain competitive intelligence on fundraising, product structures and terms, and market positioning, while synthesizing information into clear recommendations on product design, execution, and differentiation
Develop and maintain high-quality product marketing and due diligence materials, including pitchbooks, product profiles, fact sheets, case studies, portfolio updates, and platform-specific content for private banks, wirehouses, RIAs, and other wealth platform intermediaries
Support wealth platform due diligence processes by serving as a key coordinator of RFPs, DDQs, RFIs, and related questionnaires as well as ad hoc information requests, and by liaising with colleagues across General Atlantic’s functional groups
Contribute to ongoing product management, governance, and reporting by supporting recurring and ad hoc product communications, helping ensure alignment with regulatory and platform requirements, and assisting in the development of thought leadership and marketing content that showcases General Atlantic’s strategies and market views
Qualification
Required
Bachelor's degree required; progress toward CFA and/or CAIA charters preferred
3–6+ years of relevant experience in private market investment product management, wealth product development; experience at an alternative asset manager and/or private wealth alts platform is strongly preferred
Strong working knowledge of private markets and alternative investment strategies, including familiarity with private equity, infrastructure and/or private credit, and fund vehicle structures (e.g., closed-end drawdown funds, evergreen/registered structures, interval funds, BDCs, REITs, feeders/access funds)
Exceptional written and verbal communication skills, with the ability to translate complex investment and structural concepts into clear, concise, investor-ready materials
Strong analytical and quantitative skills, including a strong skill set working with performance data, portfolio analytics, and large data sets in Excel
Demonstrated project management and organizational skills, with the ability to manage multiple workstreams, prioritize tasks, and meet deadlines in a dynamic, fast-paced environment
High attention to detail and a proactive, ownership-oriented mindset
Proven ability to build relationships and work collaboratively across sales, investment, finance, legal and compliance, operations, and marketing, as well as with external partners
Advanced skills in PowerPoint, Excel, and Word; experience with CRM systems (e.g., Salesforce) and data room platforms (e.g., Intralinks, Datasite) is a plus
Ability to work in a team-oriented environment with a collaborative and transparent mindset
Preferred
Progress toward CFA and/or CAIA charters
Experience at an alternative asset manager and/or private wealth alts platform is strongly preferred
Experience with CRM systems (e.g., Salesforce) and data room platforms (e.g., Intralinks, Datasite) is a plus
Benefits
Comprehensive health, dental, and vision insurance plans
Retirement savings plan with employer matching
Professional development opportunities and ongoing training
Collaborative and inclusive work culture with opportunities for advancement
Medical insurance
Retirement savings contributions
Mental and physical health resources
An equal pay program
Annual discretionary bonuses
Long-term incentive programs
Company
General Atlantic
General Atlantic is a private equity firm that provides capital and strategic support for growth companies.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
William E. Ford
Chairman & Chief Executive Officer
Paul Doran
Senior Vice President - Finance
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