Senior Associate/Vice President

Finatal; Greater London; On-site; GBP 120,000 - 140,000; Full time

Job summary

An established industry player is seeking a Senior Associate/Vice President for its Private Wealth team in London. This role presents a unique opportunity to contribute to the growth of private wealth assets under management in a dynamic environment. You will be involved in all aspects of fundraising project management, from developing strategies to preparing high-quality presentations. The firm prides itself on its strong reputation and innovative approach, making this an exciting time to join a team dedicated to excellence and client success. If you are a proactive individual with a strong financial background and a passion for private wealth, this position is perfect for you.

Qualifications

• Experience in a leading financial institution with private markets fundraising.
• Strong modelling skills in Excel and expertise in presentation software.

Responsibilities

• Manage evergreen fundraising projects and develop private wealth strategies.
• Prepare marketing presentations and manage due diligence processes.

Skills

Fundraising project management

Market analysis

Research and problem-solving

Presentation skills

Attention to detail

Customer-oriented mindset

Education

Degree from a top-tier institution

Tools

Excel

PowerPoint

Word

Job description

Get AI-powered advice on this job and more exclusive features.

Senior Associate/Vice President | Private Wealth Investor Relations

Location | London, UK

Salary | £120,000+ base DOE + 100% bonus (expected)

MMC003

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 a Senior Associate/Vice President 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Venture Capital and Private Equity Principals