About The Position

This Associate role offers the opportunity to play a key role in the continued growth and evolution of the Private Secondaries Group. This individual will be responsible for executing and managing complex secondary transactions and private asset liquidity events across the PSG platform. Acting as a central coordinator across deal teams and key support functions, including Operations, Legal, Compliance, and Technology, this individual will help ensure seamless transaction execution from launch through closing. In addition, the role offers significant opportunity to contribute to the design, optimization, and scaling of the business by developing new processes, enhancing platform infrastructure, and driving strategic initiatives that support continued growth and innovation across the Private Secondaries Group.

Requirements

  • Bachelors Degree or higher.
  • 3+ years of experience in financial services, with a strong preference for operations, transaction management, middle office, or deal execution roles within wealth/asset management or private investing.
  • Proven track record of managing complex operational workflows, deal closings, or settlement processes.
  • Excellent communication and interpersonal skills, with a demonstrated ability to act as a bridge between deal teams and support teams.
  • Strong project management skills with an efficiency-focused mindset and the ability to balance complex timelines.
  • High attention to detail, strong risk awareness, and the ability to multi-task in a fast-paced, transaction-oriented environment.
  • Self-starter who can work independently while maintaining strong collaborative ties across global functions.

Responsibilities

  • Support the execution and closing of secondary transactions, including quarterly auctions, LP-led sales, GP-led liquidity events, and strategic platform transactions.
  • Partner across Deal Teams, Operations, Legal, Compliance, Tax, and Technology to facilitate seamless transaction execution and issue resolution.
  • Help design and improve workflows, controls, and operating procedures to increase efficiency, mitigate risk, and support business growth.
  • Coordinate with internal teams, fund managers, custodians, transfer agents, and other external partners throughout the transaction lifecycle.
  • Support adherence to regulatory requirements, firm policies, and risk management standards across all transactions.
  • Partner with senior leadership, Technology, and external vendors to enhance the infrastructure and operating model supporting the PSG platform.
  • Drive execution of key business and platform initiatives that support scalability, operational excellence, and client experience.
  • Identify and implement opportunities for automation, workflow optimization, and technology-enabled solutions to improve execution and support growth.
  • Assist senior leadership in evaluating new processes, capabilities, and strategic opportunities to help shape the continued evolution of the Private Secondary Group.

Benefits

  • training and development opportunities
  • firmwide networks
  • benefits
  • wellness
  • personal finance offerings
  • mindfulness programs
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