Asset & Wealth Management, Private, Clients Solutions Group, Management & Strategy, Associate, New York

Job Function: Business Unit COO Team

Reports To: COO of Alternatives Capital Formation

Role Summary: The Management & Strategy Sr. Analyst / Associate role serves as a critical advisor and right-hand to the COO of Alternatives Capital Formation (ACF) to drive strategic initiatives across the business. Working closely with the COO, senior leadership, and cross functional partners (Sales, Engineering, Operations, etc.), this individual will help to optimize operating models, develop value creation plans, build team culture, report key insights, and improve internal platforms.

This role empowers a highly organized, proactive, and results-oriented individual with exceptional communication, project management, problem-solving, and leadership skills. This role will independently manage complex projects, prioritize competing demands, and ensure seamless execution of key initiatives. This position demands a high level of discretion, confidentiality, and the ability to work effectively with individuals at all levels of the organization both within and outside of the business.

Responsibilities:

• Strategic Planning & Execution: Develop and implement strategic plans, set priorities, and track progress in collaboration with the COO and Global Heads of Alternatives Capital Formation. This includes analyzing data, creating management reports, working with team leads and Cross-Functional partners.
• Process Development & Optimization: Identify and implement process improvements to streamline operations and increase team effectiveness. Drive automation and digitization initiatives to improve operational efficiencies.
• Project Management: Manage multiple complex projects simultaneously, ensuring timely completion and alignment with organizational goals. This involves coordinating amongst team members, stakeholders, and cross functional partners including but not limited to delegating tasks, identifying and escalating any risks, and managing timelines.
• Risk Management & Proactive Problem Solving: Assist with quarterly Business Continuity Planning (BCP) - identify potential risks and develop / optimize controls. This requires independent judgment, critical thinking, and a proactive approach to problem-solving.
• Business Reporting: Own regular and ad-hoc reporting and communications for the Global Alternatives Capital Formation business for senior leadership and the Executive Office. Consolidate qualitative business updates and analyze weekly financials to provide weekly insights into the business. Help prepare talking points for divisional management to prep for townhalls and quarterly earnings presentations.
• Team Management: Track and execute hiring pipeline. Lead intern recruiting and development efforts to attract and retain top junior talent.
• Meeting Preparation: Prepare agendas, speaking notes, presentation slides, and briefing memos for internal team meetings (e.g. townhalls, leadership meetings). Track and manage action items.

Qualifications:

• Bachelor's degree required
• 2-3 years of experience, preferably in an operational or strategic role working with senior executives
• Proven ability to manage multiple projects simultaneously and meet tight deadlines
• Exceptional written and verbal communication skills
• Strong analytical and creative problem-solving skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to maintain confidentiality and discretion
• Strong leadership and interpersonal relationship management skills