Associate, Capital Markets

Concentric Innovation•Edgmont Township, PA

3h•$62,500 - $70,000

About The Position

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform. Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission. Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Requirements

Bachelor’s degree required
Strong analytical, quantitative, problem-solving, and client service skills
Detail-oriented and understanding of time-sensitive issues
Strong PC and Microsoft Office skills, especially Excel
Comfortable speaking with industry professionals concerning money movements, account openings, trades within accounts, and basic daily operations
Shows a positive attitude and initiative in all aspects of the position, and the ability to prioritize tasks in the face of competing demands
Strong verbal and written communication skills

Nice To Haves

0 – 2 years’ experience preferred
Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives is a plus

Responsibilities

Provide support to the Client Advisory teams in the communication and implementation of client investment strategies.
Work within the Capital Markets Group and adhere to the firm’s process and procedures.
Act as information provider to custodians, accountants, banks, investment managers, and other professionals also supporting clients.