Senior Associate, Capital Markets

Pathstone•Englewood, NJ

7d•$60,000 - $70,000

About The Position

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members 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. Work in a collaborative environment in the Capital Markets arena and assist in all manners of client service and daily operations, as well as administrative duties and special projects.

Requirements

Bachelor’s degree required
2 – 5 years’ experience preferred
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

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.