Director, Specialty Finance

Yieldstreet•New York, NY

10d•$200,000 - $230,000•Onsite

About The Position

Willow Wealth is seeking a Director, Specialty Finance to lead its investing strategy across private credit, specialty finance, and other opportunistic areas of credit. This individual will report directly to the CIO and serve as a key member of the investments team. This role is a strategic hire responsible for setting long-term investment vision and driving new originations in direct investments. Given Willow Wealth’s retail orientation, this individual will play a critical role in earning investor trust through consistent performance, clear communication, and ongoing education. Willow Wealth is evolving into a marketplace for retail investors to evaluate private investments. This role will be instrumental in populating the marketplace through sourcing, evaluating, and closing direct deals. This requires forging and deepening relationships with top-tier managers, identifying and structuring differentiated investment opportunities, and ensuring the platform delivers on both performance and accessibility for Willow Wealth’s retail investor base. The Director will also manage internal and sub-advisory teams in connection with the ongoing management of Willow Wealth’s existing portfolio of assets.

Requirements

8 -12 years’ experience in investment management, in increasingly senior roles with a demonstrable track record of delivering investment impact
Deep familiarity across private credit, specialty finance and asset-based lending
Ability to navigate the complexities of investment structuring and execution
Strong private market knowledge and an extensive network to source high-quality opportunities for Willow Wealth’s portfolio
Deep familiarity and connectivity with private market investment managers
A degree from a recognized university or institution of higher education is required

Nice To Haves

An MBA, CFA, or equivalent experience is highly preferred

Responsibilities

Develop and execute a plan to bring private credit and specialty finance transactions to the platform across asset classes
Participate in the firm’s investment committee and help evaluate its tactical investment decisions
Partner with the CIO, CEO, President, CFO and others to align investments with company and investor goals
Represent the firm externally with investors and industry partners
Foster deep relationships with best-in-class asset managers to source investment opportunities for the platform
Lead due diligence, structuring and evaluation of new investment opportunities
Drive the execution of investment ideas into offerings on the platform, partnering with internal teams through the investment committee process
Oversee deal allocation and portfolio construction
Manage sub-advisory relationships relating to Willow Wealth’s existing portfolio of private credit and specialty finance assets