Associate, Private Wealth Investor Relations

JR United Kingdom; London; On-site; GBP 45,000 - 85,000; Full time

Job summary

An established industry player is seeking an Associate to join its Private Wealth group in London. This role offers a unique opportunity to contribute to the growth of private wealth assets under management in a dynamic environment. The successful candidate will engage in fundraising project management, assist in developing strategies, and prepare high-quality marketing materials. With a strong focus on innovation and a commitment to excellence, this firm provides a collaborative atmosphere where your contributions will significantly impact the business. If you are eager to excel in a fast-paced setting and have a background in finance, this position is perfect for you.

Qualifications

• Experience in private markets fundraising or private wealth is advantageous.
• Ability to manage multiple projects simultaneously with attention to detail.

Responsibilities

• Manage evergreen fundraising project management and develop private wealth strategy.
• Prepare high-quality marketing presentations and manage due diligence processes.

Skills

Fundraising Project Management

Market Analysis

Excel Proficiency

PowerPoint Expertise

Research Skills

Problem-Solving

Education

Top-Tier Academic Credentials

Tools

Excel

PowerPoint

Word

Job description

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Associate, Private Wealth Investor Relations, london

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Client:

Finatal

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

08.05.2025

Expiry Date:

22.06.2025

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Job Description:

Associate, Private Wealth Investor Relations

Client & Product Solutions

London

HR013

Firm Profile

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.

Role Profile

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.