Associate, Private Wealth Investor Relations
Associate, Private Wealth Investor Relations

Associate, Private Wealth Investor Relations

Full-Time 64000 - 96000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to manage fundraising projects and develop private wealth strategies.
  • Company: A top global investment manager with €191 billion in assets, known for innovation and growth.
  • Benefits: Competitive salary, 100% bonus potential, and opportunities for professional development.
  • Why this job: Be part of a high-growth environment and make a real impact in private wealth management.
  • Qualifications: Strong academic background, Excel proficiency, and experience in financial institutions preferred.
  • Other info: Work in a dynamic team and gain exposure to capital-raising initiatives.

The predicted salary is between 64000 - 96000 £ per year.

Our client is a leading global alternative investment manager with expertise in Private Equity, Secondaries, Credit, and Infrastructure. Operating from a global network of 30 offices, the firm oversees €191 billion in assets under management. Its private equity platform, managing €117 billion, is divided across four key strategies: Europe/Americas, Asia, Strategic Opportunities, and Growth. The Credit platform manages €41 billion, the Secondaries business €15 billion, and the Infrastructure platform €19 billion. The firm’s ability to leverage its global network and resources offers a competitive advantage in sourcing investment opportunities and driving value creation across its portfolio. With a strong reputation and commitment to innovation, the firm is at an exciting stage of growth, particularly in its private wealth offerings, and is expanding its team to support this strategic focus. This position offers a rare opportunity to contribute to the scaling of the firm’s private wealth AUM in a high-growth environment.

We are seeking an Associate to join the Private Wealth group within the Client & Product Solutions team based in the London office.

Key Responsibilities
  • Contributing to all aspects of evergreen fundraising project management.
  • Assisting in the development of the private wealth strategy, processes, and infrastructure.
  • Preparing high-quality marketing presentations and fund documentation.
  • Managing due diligence processes, collaborating with internal teams, and responding to investor-specific requests.
  • Conducting market analysis and research to inform fundraising efforts.
  • Tracking and updating investor information and monitoring ongoing fundraising initiatives.
  • Providing senior stakeholder management and regular updates.
  • Gaining exposure to broader capital-raising and business development initiatives.
Requirements
  • Background in a leading financial institution, with familiarity in private markets fundraising or private wealth being advantageous.
  • Excellent academic credentials from a top-tier institution.
  • Proficiency in Excel (modelling skills preferred).
  • Strong research and problem-solving capabilities with a quick learning curve.
  • Expertise in PowerPoint and Word.
  • Ability to craft high-quality presentations and materials, delivering key messages effectively.
  • Exceptional attention to detail with the ability to manage multiple projects simultaneously.
  • Strong work ethic, customer-oriented mindset, and ability to excel in small teams or independently.
  • Experience working under pressure with senior personnel.

Associate, Private Wealth Investor Relations employer: Finatal

As a leading global alternative investment manager, our client offers an exceptional work environment in London, where innovation and growth are at the forefront of their private wealth initiatives. Employees benefit from a competitive salary package, including a substantial bonus structure, and enjoy a collaborative culture that fosters professional development and career advancement. With access to a vast network and resources, team members are empowered to make meaningful contributions while working alongside industry experts in a dynamic and supportive setting.
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Contact Detail:

Finatal Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Private Wealth Investor Relations

✨Tip Number 1

Network with professionals in the private wealth sector. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can provide you with valuable insights and potentially lead to referrals.

✨Tip Number 2

Stay updated on market trends and developments in private equity and alternative investments. Subscribe to relevant financial news outlets and follow thought leaders on social media to demonstrate your knowledge during interviews.

✨Tip Number 3

Prepare to discuss specific fundraising strategies and processes you've encountered in previous roles. Be ready to share examples of how you've contributed to successful projects, as this will showcase your practical experience.

✨Tip Number 4

Familiarise yourself with the firm's portfolio and recent initiatives. Understanding their investment strategies and areas of focus will allow you to tailor your discussions and show genuine interest in their operations during the interview.

We think you need these skills to ace Associate, Private Wealth Investor Relations

Project Management
Fundraising Strategy Development
Market Analysis
Investor Relations
Financial Modelling in Excel
Presentation Skills in PowerPoint
Documentation Preparation
Due Diligence Management
Research Skills
Attention to Detail
Stakeholder Management
Problem-Solving Skills
Ability to Work Under Pressure
Customer-Oriented Mindset
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in private markets fundraising or private wealth. Emphasise your academic credentials and any specific skills, such as Excel modelling or PowerPoint expertise, that align with the job requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's focus on private wealth and your enthusiasm for contributing to their growth. Mention specific experiences that demonstrate your problem-solving capabilities and attention to detail.

Highlight Relevant Skills: In your application, clearly outline your proficiency in research and market analysis. Provide examples of how you've successfully managed multiple projects or collaborated with senior stakeholders in previous roles.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter. Ensure there are no grammatical errors and that all information is accurate. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at Finatal

✨Know Your Numbers

Familiarise yourself with the firm's assets under management and their key strategies. Being able to discuss these figures confidently will demonstrate your understanding of the business and its market position.

✨Showcase Your Analytical Skills

Prepare to discuss your experience with market analysis and research. Be ready to provide examples of how you've used data to inform decisions or strategies in previous roles, as this is crucial for the Associate position.

✨Master Your Presentation Skills

Since you'll be preparing high-quality marketing presentations, practice delivering your ideas clearly and concisely. Use PowerPoint effectively to showcase your ability to craft compelling narratives around investment opportunities.

✨Demonstrate Team Collaboration

Highlight your experience working in small teams and managing multiple projects. Be prepared to share specific examples of how you've collaborated with others, especially under pressure, to achieve common goals.

Associate, Private Wealth Investor Relations
Finatal
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  • Associate, Private Wealth Investor Relations

    Full-Time
    64000 - 96000 £ / year (est.)

    Application deadline: 2027-04-22

  • F

    Finatal

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