Private Market Product Management, Investment Solutions, Analyst/Associate, Wealth Management

Manage and maintain alternative investment products and platforms post-launch within Wealth Management.

Partner with internal teams and external asset managers to support fund launches, maintain fund inventory, update offering documents, and oversee product-related communications.

Lead product oversight activities including risk mitigation, policy maintenance, and participation in product review and technology committees.

3–5 years professional experience in financial services or wealth management.

Bachelor’s degree in finance, accounting, mathematics, economics, or related field.

Strong knowledge of alternative investments and proficiency in Microsoft Word, PowerPoint, and Excel (including formulas and macros).

Work Experience Required: 3–5 years in finance or wealth management explicitly stated.

Experience in product management or strategic initiatives within alternative investments or private markets.

Ability to work independently and manage multiple assignments while meeting deadlines and maintaining quality standards.

Strong collaboration skills with internal teams and third-party investment managers, with sound judgment for prioritization and escalation.