Associate, Portfolio Management
yieldstreetNew York, New York, United States
Posted November 17, 2025
110000 - 150000 USD year
Full Time
About the Company
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.
Job Description
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.
Requirements
- Bachelor’s degree or equivalent experience - CFA, CAIA, or CPA is a plus
- At least 4 years of finance experience, with at least 2 years of direct experience in valuation, transaction advisory, private equity, investment banking, or a credit/debt investment focused role
- Strong financial modeling and analytical skills with demonstrated experience in financial valuation; must have a solid understanding of valuation methodologies and financial statement analysis
Benefits
- Competitive compensation packages, including equity
- Health, dental & vision coverage with FSA/HSA options
- Unlimited PTO
- 401k Match
- Commuter benefit
- Life insurance