Global Sales and Marketing - Capital Advisory - Associate

The Capital Advisory Group sits within Global Sales & Marketing and is comprised of Capital Introduction & Consulting. Capital Introduction acts as a key resource to introduce alternative investment managers, ranging from new launches to established funds, to qualified institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels. Capital Introduction specifically advises hedge fund managers on capital formation strategy and institutional investors on hedge fund manager selection. The Hedge Fund Consulting team acts as an outsourced management consultant to our hedge fund manager clients on a variety of matters including, but not limited to, building out operational and legal infrastructure. The Capital Advisory Group work closely with the Prime Finance & Alternatives Sales teams.

As an Associate within the Capital Advisory Group, you will be expected to have suitable experience within the financial services industry, specifically managing relationships with institutional-level clients that invest in alternative investments. 

Job Responsibilities: 

• Advise hedge fund managers on capital formation strategy and institutional investors on hedge fund manager selection


• Act as a key resource to introduce alternative investment managers to qualified institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels


• Employ rigorous data analysis to draw key insights on industry trends that range from fees & terms structures to industry flows


• Generate thought leadership content pieces

Required qualifications, capabilities and skills:

• 2+ years of relevant full-time work experience 


• SIE Exam and Series 7 must be acquired 


• Fundamental understanding of alternative investments, specifically regarding portfolio construction strategy and due diligence processes for hedge fund manager selection


• Exceptional analytical, quantitative and communication skills, with a proven ability to synthesize complex subject matter effectively 


• Strong knowledge of Microsoft Excel and PowerPoint

Preferred qualifications, capabilities, and skills:

• Investment banking, sales & trading, secondary advisory, investing or hedge fund marketing background is strongly preferred


• CAIA designation is a plus