Investment Analyst

COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and comprehensive insurance solutions. We strategically aim to deliver exceptional investment returns through a patient, disciplined approach, leveraging top-tier talent and fostering growth within our portfolio companies and communities. Our investment funds encompass private equity, credit, and real assets, complemented by strategic partnerships managing hedge funds. KKR also provides retirement, life, and reinsurance products through our insurance subsidiaries, managed by Global Atlantic Financial Group. Our investments reflect the diverse activities of both our sponsored funds and insurance subsidiaries.TEAM OVERVIEWThe Global Client Solutions group ("KCS") is KKR's dedicated investor solutions team, established in 2009 to enhance relationships with existing and potential investors. The Global Wealth Solutions team is an integral part of KCS, focusing specifically on executing KKR's wealth distribution strategy and objectives.POSITION SUMMARYWe are seeking a dynamic and experienced Internal Sales Associate to collaborate with our External and Hybrid Relationship Managers, focusing on financial advisors at prominent private wealth management firms in their territories. The ideal candidate will exhibit a team-oriented mindset, possess a solid understanding of alternative asset classes across private and registered fund structures, and demonstrate a strong ambition for a sales-driven career. This role involves representing the KKR brand with institutional excellence, providing essential sales support to the Relationship Manager, and contributing to the growth of our client relationships. Additionally, the Internal Sales Associate will partner with distribution and product development teams, as well as investment teams across KKR's relevant business sectors.

Adams Street Partners is a leading global private markets investment manager, proudly managing $65 billion in assets. As a wholly employee-owned firm, we cultivate a distinctive culture characterized by collaboration, intellectual rigor, integrity, and a strong focus on professional development. For the eighth consecutive year, Adams Street has been recognized as one of Pension & Investments’ Best Places to Work in Money Management for 2025.Our employees function as a cohesive global team, leveraging the expertise of our investment professionals across five core strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Since our inception over 50 years ago, we have been recognized as pioneers in the private markets sector, earning our place in the Private Equity Hall of Fame in 2000.We serve a diverse clientele, including prominent public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals across the globe. Our offices span major cities worldwide, including Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto.Overview:Adams Street Partners is eager to grow our Wealth Management team to meet the demands of our expanding client base. This position, located in our New York office, is crucial for enhancing client relationships and will involve proactive engagement with potential clients through outreach strategies. The ideal candidate will deliver exceptional service to our existing and prospective investors across various private wealth channels, including private banks, wirehouses, independent broker dealers, RIAs, and family offices. Responsibilities will include managing distribution relationships, facilitating business production, and providing creative solutions to challenges. Given our collaborative culture, candidates must possess outstanding organizational and client service skills, with the ability to juggle multiple fundraising initiatives and support the growth of our business.Key Responsibilities:Generate new leads and prospect accounts through daily cold/warm calling, emailing, and utilizing LinkedIn.Collaborate with external partners to schedule both in-person and virtual meetings, while providing ongoing support throughout the sales cycle.Address impromptu needs of existing clients to enhance service delivery.

TPG is a global alternative asset management firm with roots in San Francisco since 1992. The company invests across private equity, impact investing, credit, real estate, and market solutions. Collaboration and inclusion shape the way TPG serves investors, portfolio companies, and communities. The team’s diversity and commitment to transparency are central to its culture and investment approach. Role overview The Private Wealth Internal Sales Associate plays a key part in TPG’s Private Wealth fundraising. This New York-based role focuses on building and maintaining strong relationships with investors in assigned regions. The position involves reaching out to new prospects and keeping both current and potential investors informed about TPG’s portfolio and fund performance. What you will do Partner with regional sales leaders and internal investment specialists to support regional business strategies, emphasizing education and consultative engagement with advisors. Represent and uphold TPG’s reputation within the wealth management community. Communicate frequently with intermediary clients and prospects, serving as a subject matter expert on TPG’s alternative investment offerings. Develop relationships with financial advisors through proactive and responsive communication, including some in-person meetings within assigned territories. Gain a thorough understanding of TPG’s investment products and explain them clearly to stakeholders. Profile financial advisors to understand their business needs and challenges, aligning TPG’s solutions to fit their investment goals.

Join Our Team at Modera Wealth Management! At Modera Wealth Management, we pride ourselves on being an independent, fee-only advisory firm dedicated to positively transforming the financial lives of our clients through thorough financial planning and strategic investment management. Since our inception in 1983, we have cultivated an environment that fosters career growth, offering pathways from entry-level positions to ownership roles. With over 200 employees across 19 offices on the East Coast, we manage over $15 billion in assets for more than 6,000 clients, including individuals, families, and businesses. Our commitment to personalized client service, combined with our professional excellence and approachable culture, sets us apart in the industry. Position Overview: We are currently seeking a Planning Associate to support our lead advisors in our New Providence, NJ office, with a focus on delivering exceptional client service. Key Responsibilities: Assist lead advisors in providing outstanding client service across various activities, including onboarding new assets. Ensure timely and accurate completion of tasks while managing multiple projects and keeping team members informed. Help prepare for client meetings and documentation. Draft client Investment Policy Statements and asset allocation reports. Communicate effectively with clients, their accountants, and attorneys, both verbally and in writing. Attend client meetings to support documentation and follow-up actions. Be flexible and assist with visitor management, phone calls, and meeting schedules as needed. Long-Term Duties and Responsibilities: Conduct comprehensive client interviews to collect personal financial information and establish planning objectives. Develop holistic financial plans that cover investment strategies, taxation, retirement, estate planning, executive compensation, risk management, cash flow, and educational funding. Guide clients in the execution of their financial plans. Participate in client meetings to support the main relationship manager. Analyze and interpret investment allocation trading reports. Collaborate with the client service team to enhance client service activities. Willingness to travel occasionally may be required.

Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.

About Savvy Wealth:The wealth management sector in the United States is valued at $545 billion, yet it often operates with outdated processes and minimal technological integration. A staggering 75% of financial advisors rely solely on email for digital communication, while 62% still utilize Excel for financial planning, creating inefficiencies and diminishing client satisfaction. Financial advisors currently dedicate over 70% of their time to non-client facing, manual tasks.Savvy is revolutionizing this landscape. We are developing the most advisor-centric platform in wealth management—a digital-first solution that enhances traditional financial advisory services. Advisors collaborating with Savvy leverage AI-driven software, automated marketing and sales tools, and streamlined back-office operations, allowing them to grow their practices and focus more on their clients.With over $105 million raised from prestigious investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned entrepreneurs and operators who have made significant contributions to companies like Airbnb, Square, Brex, and Facebook. Savvy is at a critical juncture in its expansion, having achieved a remarkable product-market fit by providing a contemporary platform for financial advisors. We have exceeded $2.2 billion in assets under management (AUM) within three years and grown by over 600% in the past 18 months. Join us in our mission to scale further!

Join our dynamic Program Management division at LaBella Associates as a Data Analyst and Scope Manager. This role is based in our Binghamton, NY office, offering a hybrid working model that balances in-office collaboration with the flexibility of remote work.Our Program Management Services Division excels in delivering tailored management solutions for intricate projects and extensive capital programs. We assemble specialized project teams to provide a unique blend of business consulting, project management, financial oversight, and administrative support.As a Data Analyst, you will play a pivotal role by generating various reports to support project management and operational initiatives. Collaborating closely with all functional departments, you will ensure strict adherence to policies, procedures, and standards while managing essential project control databases and reports. Your insights will help meet client objectives through budget preparation, variance analysis, and corrective action initiation.

Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships

Join Luxemedia LLC as an Advertising Sales Associate Intern or Volunteer! This is a fantastic opportunity to gain hands-on experience in the dynamic world of advertising sales. You will work closely with our experienced team to learn about various advertising strategies, client engagement, and market analysis.Your role will involve supporting our sales team in identifying potential clients, conducting market research, and assisting in the development of sales presentations. This is an excellent chance to enhance your skills in a fast-paced environment and understand the intricacies of advertising sales.

OverviewAt Addition Wealth, we are driven by a bold mission to transform financial health by making personalized financial expertise accessible to all. Our innovative technology, coupled with strategic partnerships with top-tier companies and financial institutions, empowers individuals with advanced digital tools, an extensive knowledge hub, and connections to leading financial professionals, enabling them to navigate their financial journeys with confidence. Our approach not only alleviates stress and enhances productivity but also fundamentally changes how individuals perceive and manage their finances.We are not just another financial wellness platform; we are at the forefront of a revolution in personal finance decision-making. By leveraging cutting-edge technology, we create seamless and impactful experiences that genuinely change lives. At Addition Wealth, you will tackle complex challenges, explore the boundaries of innovation, and develop tools that make a real difference.Our global impact has been recognized widely. Supported by prominent fintech investors such as Barclays, Anthemis, and Nyca, Addition Wealth has earned accolades including Business Insider’s recognition as one of the 54 Promising Fintech Companies to Watch, the UBS Female Founder Award 2023, and a spot as a Top Innovator by the World Economic Forum. We have also been featured in major publications like Bloomberg, TechCrunch, Insider, and Forbes. Together, we are building something extraordinary—and we’re just getting started.As we continue to expand rapidly, we are seeking a Senior Data Analyst to join our team. This pivotal role involves working closely with the founder and the founding team to uncover significant opportunities and drive execution, playing a crucial role in our company’s growth. The ideal candidate is intelligent, resourceful, and ready to engage with whatever tasks are necessary.As a vital member of our organization, you will collaborate directly with the executive team and across product, design, engineering, and marketing departments to enhance reporting and reveal key insights. We are looking for someone who shares our enthusiasm for making personalized financial expertise inclusive and accessible for everyone.

Join our dynamic team at Pierce as a Product Manager in Private Wealth Management. In this pivotal role, you will leverage your expertise in product management to drive innovative solutions and enhance our offerings in the financial services sector.Education: A Bachelor’s Degree is required.Experience: 5+ years in product management within the financial services industry; wealth management experience is a plus.Communication: Exceptional verbal and written skills are a must, including the ability to effectively lead calls and training sessions.Analytical Skills: Demonstrated analytical and problem-solving abilities, with a knack for synthesizing diverse requirements.Attention to Detail: Strong logical and analytical thinker with meticulous attention to detail.Accountability: A proven track record of personal accountability and teamwork, ensuring products are delivered timely and meet quality standards.Problem-Solving: Ability to dissect complex problems and processes, document workflows, and communicate solutions clearly.Integrity: A commitment to excellence and a high level of integrity in all work.Proactivity: A proactive mindset with a willingness to take initiative, identify potential risks, and propose effective solutions.Adaptability: Flexibility to thrive in a fast-paced, dynamic environment while collaborating with cross-functional teams and stakeholders.Time Management: Capability to balance high-quality work with tight deadlines.

Blend360 is seeking a Marketing Program Manager to support its Wealth Management division in New York. This role centers on building and executing marketing programs that strengthen the firm’s wealth management offerings. Role overview The Marketing Program Manager will work with teams across the organization to shape and deliver marketing initiatives. The focus is on programs that reflect client needs and foster stronger customer engagement. What you will do Develop marketing programs tailored to the wealth management sector Collaborate with cross-functional teams to coordinate strategic marketing efforts Support initiatives that improve client experience and engagement Location This position is based in New York.

About General AtlanticGeneral Atlantic is a premier global investor, boasting over 45 years of expertise in delivering capital and strategic support to more than 830 companies globally. Founded in 1980, we remain a committed partner to visionary founders and investors aiming to cultivate dynamic enterprises that create lasting value. Fueled by the belief that entrepreneurs can be transformative agents of change, we adopt a collaborative global approach, leveraging sector-specific knowledge, a long-term investment perspective, and deep insights into growth drivers to partner with and scale innovative businesses worldwide. Our firm utilizes patient capital, operational acumen, and a global network to bolster a diversified investment portfolio encompassing Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, General Atlantic oversees approximately $123 billion in assets under management, with a workforce of over 900 professionals across 20 countries and five regions. For further details about General Atlantic, please visit: www.generalatlantic.com.Position SummaryThe Capital Solutions team at General Atlantic is dedicated to promoting the firm’s global investment strategies to institutional and private wealth investors around the world. This team oversees all dimensions of client coverage and the fundraising process, fostering relationships with both existing and potential investors.We are seeking a highly skilled Associate to join our Private Wealth Capital Solutions team located in New York. This role will focus on supporting financial advisor relationships across a designated U.S. region. The Client Coverage Associate will collaborate closely with regional Client Coverage leads to engage financial advisors within private bank and wirehouse wealth management platforms, offering proactive sales and client service support to enhance fundraising efforts and strengthen relationships with advisors across General Atlantic’s Growth Equity, Climate, Infrastructure, and Credit strategies in their designated territory. The successful candidate will work in tandem with senior members of General Atlantic’s global Capital Solutions team while partnering with colleagues throughout the firm to design and implement scalable fundraising initiatives, financial advisor engagement strategies, and client service programs within the private wealth sector.

Join our dynamic team as a Consultant specializing in Capital Markets and Wealth Management. At Capco, we empower financial institutions to innovate and overcome their challenges. As a Consultant, you will leverage your expertise to provide strategic insights, drive impactful solutions, and contribute to the success of our clients. This is your opportunity to make a significant impact in a fast-paced environment.

About Savvy Wealth:Savvy Wealth is transforming the wealth management landscape, a $545 billion industry in the US that has lagged in technological advancement. With 75% of financial advisors relying solely on email for digital communication and 62% still utilizing Excel for financial planning, the existing processes hinder client satisfaction. Our mission is to enhance this experience by offering a cutting-edge, advisor-centric platform that revolutionizes human financial advice.Leveraging AI-driven software, automated marketing, and streamlined back-office operations, Savvy enables financial advisors to optimize their workflows, allowing them to focus more on client interactions. Backed by over $105M from prestigious investors such as Thrive Capital and Index Ventures, our team consists of seasoned founders and operators from industry giants like Airbnb and Facebook.As we embark on an exciting growth phase, having achieved over $5.1 billion in AUM in under three years and 600% growth in the last 18 months, we invite you to join us in our mission to scale our innovative product offerings.The Role:This is a unique chance to contribute to a fast-growing fintech company at a pivotal moment, collaborating directly with our CIO in the development of next-generation portfolio construction and advisor technology.As a Research Analyst on the SWIM team, you will be at the forefront of macro research, portfolio construction, and thought leadership. Your role will be crucial in translating complex investment strategies into intuitive tools and experiences for our advisors.This position bridges the gap between investment theory and practical application. You will not only generate insights but also play a key role in implementing them through dashboards, automations, and advisor workflows, utilizing the latest AI and data technologies.Your contributions will significantly influence portfolio development, advisor-client interactions, and the ongoing evolution of Savvy's investment platform.

Join Plaid as a Partner Development Manager in the Banking & Wealth division, where you'll play a pivotal role in fostering strategic partnerships and driving growth in the financial services sector. Your expertise will be instrumental in identifying new business opportunities and enhancing our relationships with key stakeholders. Collaborate with cross-functional teams to deliver innovative solutions that meet the evolving needs of our clients.

Oversee and drive data modernization initiatives within the wealth and asset management sectors, ensuring alignment with both business objectives and regulatory standards. Engage in close collaboration with data teams, technology partners, and business stakeholders to delineate project scope, timelines, and deliverables. Create and uphold detailed project plans, monitoring progress, risks, and strategies for mitigation. Facilitate effective communication across cross-functional teams and provide consistent updates to senior management and clients. Ensure rigorous quality control and validation throughout data migration and modernization efforts. Spot opportunities for process enhancements and implement best practices to improve project outcomes. Maintain compliance with industry standards and regulatory guidelines throughout the project lifecycle.

Join the Building Engineering Division at LaBella Associates, where we specialize in Mechanical, Electrical, Plumbing, Structural, Energy, and Code Consulting services. We are eager to welcome enthusiastic interns to our Structural Engineering team.As a Structural Intern, you will provide essential technical support to our project managers and gain invaluable hands-on experience in the vertical-construction structural engineering sector. This role offers the opportunity to collaborate closely with various team members, allowing you to explore numerous aspects of Structural Engineering.The ideal candidate will be self-motivated, eager to learn, and committed to enhancing their knowledge within the Structural Engineering industry. A positive attitude, reliability, and the ability to work well within a team are essential qualities we seek.