Private Wealth | Manager | Investment Services
Core
Provide tailored investment services and due diligence for ultra-high-net-worth individuals, families, and family offices.
Role type
Manager in Private Wealth Investment Services
Builds
Investment and wealth strategy documents, quarterly reports, and client deliverables
Domain
Private Wealth / Investment Management
Deliverable
client delivery
Required skills
Investment due diligence, portfolio modeling, regulatory compliance, stakeholder engagement, team mentorship, strategic meeting preparation
Preferred skills
Private market investments (private equity, private credit), advanced Excel and portfolio modeling tools
Technologies
Excel, portfolio modeling platforms
Responsibilities
Support Directors and Partners in Private Wealth Services; conduct investment due diligence and analyze risk/return profiles; prepare client deliverables and quarterly reports; assist with business development and proposals; engage with external stakeholders (asset consultants, fund managers, lawyers); contribute to operational infrastructure; ensure regulatory compliance; lead and mentor junior consultants
Seniority
Manager, hands-on IC with leadership responsibilities