Associate, Capital Markets

Pathstone•Englewood, NJ

About The Position

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth. Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our employees and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Requirements

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

Nice To Haves

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.