Associate Private Markets Strategy & Development - Phaxis LLC
New York, NY
About the Job
ASSOCIATE PRIVATE MARKETS STRATEGY & DEVELOPMENT AT GLOBAL FINTECH FIRM
Base Salary is $125K to $175K (based upon candidate and experience)
Plus Year-end Bonus; and Excellent Benefits
Solidly established Global FinTech Firm is looking for a talented and organized individual to join its Investor Relations Team as an Associate focused on Strategy and Business Development related to the firm's Private Investment Funds. These funds currently consist of closed-end funds managed by the firm's Private Credit and Fundamental Equities Investment Teams, with the former overseeing vehicles focused on less liquid opportunities in credit and related markets, and the latter on managing vehicles pursuing investments in privately owned enterprises, particularly those in the post-seed or growth equity stages of their lifecycles. In this role, you will work in close collaboration with members of several of the firm's Discretionary Investment Teams (such as our Asset-Backed Strategies, Corporate Credit, Private Credit, and Fundamental Equities Teams), as well as the COO Group, Corporate Development, Finance and Operations, Risk, and Tech Teams.
We have returned to the office in a hybrid model where employees will be in the office Tuesdays through Thursdays, with the option to work from home on Mondays and Fridays.
QUALIFICATIONS AND SKILLS
RESPONSIBILITIES OVERVIEW
You will primarily be responsible for supporting strategy and business development activities and client service efforts for our private investment funds. You will develop and produce marketing materials and investor-focused communications, conduct prospect- and investor-focused research, and help evaluate and size private market business development opportunities. You will collaborate with a wide variety of internal and external stakeholders, support inter- and intra-group communication/education, prepare business updates and reports for senior management, and oversee special projects and initiatives to support the Private Markets Strategy and Development Team's operational infrastructure.
Base Salary is $125K to $175K (based upon candidate and experience)
Plus Year-end Bonus; and Excellent Benefits
Solidly established Global FinTech Firm is looking for a talented and organized individual to join its Investor Relations Team as an Associate focused on Strategy and Business Development related to the firm's Private Investment Funds. These funds currently consist of closed-end funds managed by the firm's Private Credit and Fundamental Equities Investment Teams, with the former overseeing vehicles focused on less liquid opportunities in credit and related markets, and the latter on managing vehicles pursuing investments in privately owned enterprises, particularly those in the post-seed or growth equity stages of their lifecycles. In this role, you will work in close collaboration with members of several of the firm's Discretionary Investment Teams (such as our Asset-Backed Strategies, Corporate Credit, Private Credit, and Fundamental Equities Teams), as well as the COO Group, Corporate Development, Finance and Operations, Risk, and Tech Teams.
We have returned to the office in a hybrid model where employees will be in the office Tuesdays through Thursdays, with the option to work from home on Mondays and Fridays.
QUALIFICATIONS AND SKILLS
- Bachelor's Degree or Higher required.
- One to Five (1-5) years of experience in roles requiring well-developed analytical and communication abilities.
- Previous experience in Consulting or Financial services, a Genuine Interest in Economics, and a Willingness to learn about Private Markets are preferred.
- Client Series 7 and 63 licenses are required, or ability to obtain these within three (3) months of their start date.
- Commercially Minded Critical Thinker with exceptional Project Management Skills, Keen Attention to Detail, and Advanced Excel Proficiency.
- Process-oriented Mindset, the Ability to Execute Short-term Tasks while Managing Long-term Projects effectively, and the Desire to Work as part of a High-performing Team are vital to this role.
- Individuals with the ability to work effectively with colleagues of varying seniorities both within and outside their own team are highly sought after.
RESPONSIBILITIES OVERVIEW
You will primarily be responsible for supporting strategy and business development activities and client service efforts for our private investment funds. You will develop and produce marketing materials and investor-focused communications, conduct prospect- and investor-focused research, and help evaluate and size private market business development opportunities. You will collaborate with a wide variety of internal and external stakeholders, support inter- and intra-group communication/education, prepare business updates and reports for senior management, and oversee special projects and initiatives to support the Private Markets Strategy and Development Team's operational infrastructure.
Source : Phaxis LLC
