Willow Wealth, formerly Yieldstreet, is a fintech platform that connects investors with a diversified range of alternative investment opportunities, including asset‑backed real estate, marine finance, and closed‑end funds. The firm operates a specialty finance marketplace that streamlines capital raising and investment management for both startups and established enterprises. By combining rigorous due diligence with a user‑friendly digital interface, Willow Wealth offers investors access to passive income streams and tax‑advantaged vehicles such as IRAs and savings products. Its differentiated approach lies in providing transparent, data‑driven investment solutions that cater to both individual wealth managers and institutional clients seeking non‑traditional asset classes. The company culture emphasizes innovation, collaboration, and a commitment to democratizing access to high‑yield alternatives.
Willow Wealth is looking for an Associate/Senior Associate to join our Portfolio Management team full time. The Portfolio Management team is responsible for several functions as it relates to Willow Wealth’s alternative investment portfolio, including quarterly investment reviews, valuation, investment process management, analytics, database management, investor reporting and investment risk assessments.
Willow Wealth, formerly Yieldstreet, is a fintech platform that connects investors with a diversified range of alternative investment opportunities, including asset‑backed real estate, marine finance, and closed‑end funds. The firm operates a specialty finance marketplace that streamlines capital raising and investment management for both startups and established enterprises. By combining rigorous due diligence with a user‑friendly digital interface, Willow Wealth offers investors access to passive income streams and tax‑advantaged vehicles such as IRAs and savings products. Its differentiated approach lies in providing transparent, data‑driven investment solutions that cater to both individual wealth managers and institutional clients seeking non‑traditional asset classes. The company culture emphasizes innovation, collaboration, and a commitment to democratizing access to high‑yield alternatives.
yieldstreet