Asset & Wealth Management, Alternatives Capital Formation, Co-Investment Team, Analyst - NY

Principal Responsibilities

• Marketing and Fundraising: Assist with all aspects of the marketing and syndication of new co-investments to clients across all alternatives investment strategies (private equity, credit, real estate, infrastructure, growth equity, sustainable investing) on a deal by deal basis
• Client Engagement and Investor Relations: Client investor interaction with new and existing investors on new co-investment opportunities, ongoing investment portfolio updates and client investor requests, and ad hoc client projects
• Due Diligence Support: Help prepare marketing materials for co-investment offerings and support investor due diligence, including fulfillment of client investor inquiries, and manage and organize data rooms
• Cross Functional Coordination: Collaborate with stakeholders across ACF, investment teams, client advisors, and fund administration, operations, legal / compliance and tax functions to successfully close co-investment syndications, including marketing / due diligence, legal documentation, and operations / funding workstreams
• Internal Reporting: Prepare internally reporting related to the co-investment platform, including tracking co-investment activity by deal, by investor, by investment strategy, as well as analyses / updates on client investor relationships and activity levels for senior AWM and firm leadership

Skills & Qualifications

• Excellent communication (written and oral), analytical and interpersonal skills
• Strong judgment and problem-solving capabilities
• Attention to detail with proven experience of delivering high levels of accuracy
• Strong organizational skills to manage production of a high volume of quality work within tight timeframes, including multiple simultaneous projects
• Teamwork orientation and self-motivation, demonstrating a willingness to take on more responsibility over time
• Background in quantitative field / area of study preferred
• Strong AI fluency, including hands-on experience using generative AI tools to conduct research, analyze information, create presentations and/or automate workflows