Wealth Management - Portfolio Solutions - Investment Specialist, Senior Associate

As an Investment Specialist, Senior Associate in the Portfolio Solutions Multi-Asset Private Markets (MAPM) team, you will support the Global Alternative Investment Solutions business. The role will blend analytical, client-support, reporting, and content responsibilities, with exposure to product development initiatives and cross-functional coordination. The successful candidate will be highly organized, detail-oriented, proactive, and comfortable operating in a fast-paced environment with multiple simultaneous priorities.

Job responsibilities:

Support business development efforts by working with team leaders to create, maintain, and quality-check client-facing and internal materials (pitchbooks, one-pagers, product updates, quarterly materials, talking points) Assist in institutional client strategy execution by helping identify opportunities, compiling inputs, and coordinating internal stakeholders Produce and coordinate recurring reporting and commentary across products, ensuring accurate and timely delivery Coordinate with wealth management managed programs specialists to ensure alignment on messaging, materials, and execution Support product development / launch execution by coordinating across stakeholders and partnering with legal, compliance, operations, finance, and other teams as needed Identify opportunities to improve or automate manual workflows (e.g., reporting/data/content processes) where appropriate Required qualifications, capabilities and skills: Clear, concise written and oral communication, with the ability to explain complex financial market and investment/product concepts to clients and stakeholders at all levels Experience preparing client-facing materials, presentations, and reports related to financial markets Highly organized with strong attention to detail; Ability to deliver results in a timely and accurate manner, frequently under tight deadline Positive attitude and creative thinking - an ability to take direction from senior team members while recognizing when to challenge legacy processes and drive efforts for improvement A working knowledge of portfolio construction as well as an understanding of investment risk/return concepts Strong interpersonal skills; collaborative and team-oriented Proficient in Excel & PowerPoint Preferred qualifications, capabilities and skills: 3+ years of prior experience in the financial industry