Associate Director, Fund Selection

Willow Wealth is looking for an investment professional to support the investment and monitoring of its rapidly growing portfolio of private markets funds, evergreen funds, secondary investments, and co-investments across the private equity, private credit, real assets, and real estate asset classes.

Requirements

• Source private markets fund, secondaries, and co-investment opportunities
• Perform comprehensive due diligence on investment managers and their investment offerings
• Prepare comprehensive investment memos to be presented to Willow Wealth's Investment Committee
• Engage with Operations, Legal, Finance, Investment Product Marketing, and Risk Management teams to review the fit of investment opportunities for Willow Wealth’s platform
• Support Willow Wealth’s Investment Product Marketing team with the preparation of clear and relevant investment offering materials
• Engage with private markets managers to regularly monitor the progression and performance of investments in the Willow Wealth portfolio
• Present investment updates and portfolio management recommendations in quarterly portfolio review meetings
• Prepare clear and concise investor updates and investment commentary and support Willow Wealth’s Investor Relations and Private Client Group teams with existing and prospective investor questions

Benefits

• Competitive compensation packages, including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k Match
• Commuter benefit
• Life insurance