• Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm’s Global Client platforms.
• Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.
• Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.
• Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.
• Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.
• Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.
• ## EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
• Bachelor’s Degree.
• 3-5 Years Required; Relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.