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analyst, apollo capital solutions - equity capital markets

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associate, private equity product development Jobs in New York United States

associate, private equity product development

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buy-side equity analyst

associate private equity product development

Morgan Stanley

<div>Morgan Stanley Fund Services
Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn&rsquo;t just a job, it&rsquo;s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.
The Product Development team is the engine at the heart of our MSFS technology ecosystem, ensuring our platforms perform seamlessly for clients and colleagues every day while leading transformative changes across our business. Through the team&rsquo;s deep partnership with our Technology department, they are reimagining how we work and how clients and their investors engage with MSFS. This team enables breakthrough innovation and an elevated user experience. Product Development is also at the forefront of adopting advanced technologies, including robotics and artificial intelligence, to deliver greater scale, efficiency, and operational excellence for MSFS and its stakeholders.
Position Description
The Private Equity Product Development Associate will work as part of a team responsible for creating a long-term vision and executing a strategic plan for Private Equity systems. This ideal candidate will have 3-7 years experience in private equity operations or product support as well as hands-on experience with FIS Investran or similar system and a thorough understanding of all aspects of investor life cycle processing including investor activities, private investments, rebalancing, liquidations and waterfall calculations.
Key Responsibilities:
<ul><li>Collaborate with internal stakeholders to gather feedback and translate it into actionable development items
</li><li>Assist in documenting workflows, user guides, and training materials
</li><li>Configure and maintain reports to meet evolving business requirements
</li><li>Develop test cases including repeatable regression tests while participating in testing and validation of new product features and enhancements
</li><li>Support rollout activities and user onboarding for new features
</li><li>Monitor platform performance and contribute to continuous improvement efforts
</li><li>Address business user inquiries and resolve platform-related challenges
</li></ul>Qualifications:
<ul><li>Bachelor&rsquo;s degree in finance, Accounting, Information Systems, or related field
</li><li>Strong analytical skills, including expertise in data mapping and reconciliation
</li><li>Familiarity with testing methodologies and QA processes
</li><li>Excellent communication and interpersonal skills
</li><li>Ability to work effectively in a fast-paced, global team environment
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Associate, Private Equity Product Development

Alexander Chapman

<div>
 
 
 Private Equity Real Estate Analyst / Associate &ndash; New York City
 
 
 
 
 
 
 A fast-growing private equity real estate platform is seeking an Analyst or Associate to join its New York investment team. This is an excellent opportunity for someone who wants to be part of a lean, entrepreneurial environment and work closely with senior leadership on acquisitions and strategy within the industrial real estate space.
 
 
 
 
 
 
 Key Requirements
 
 
 
 &bull; Minimum of 2 years of experience in industrial real estate investments
 
 
 &bull; Strong financial modeling and analytical skills
 
 
 &bull; Excellent written and verbal communication skills
 
 
 &bull; Interest in building a long-term career in private equity real estate
 
 
 
 
 
 This role offers meaningful exposure, significant responsibility, and the chance to join a high-performing, entrepreneurial team.
 
 
 
 
 
 If you meet these qualifications and are interested in learning more, please apply directly or reach out to d.ejupi@alexanderchapmanltd.com
 
</div>

Real Estate Associate

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description:
Acts as a senior product representative on a team and is responsible for product transactions with key fund sponsors. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. 
The Private Equity/Real Assets Product Sourcing &amp; Origination team strives to develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit, Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics. 
 
In addition to product sourcing, deal negotiating and feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements and RICs. 
 
The role is an integral part of the broader team Private Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations as well as perpetual and evergreen offerings.<div> 
Initiatives specifically include: 
<ul><li>Sourcing managers/funds</li><li>Onboarding managers and launching feeder funds and direct investments</li><li>Determining offering and pricing structures</li><li>Negotiating terms</li><li>Managing external funds relationships while assisting on existing products</li><li>Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients</li><li>The Private Equity/Real Assets Product Origination team strives to develop and maintain a comprehensive product offering calendar across its Alternative Investments platform for various client demographics.</li><li>In addition to product sourcing, deal negotiating and feeder fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and RICs.</li><li>The role works alongside the broader team Private Equity/Real Assets Origination team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations</li></ul></div>
Job Responsibilities:<ul><li>
Works in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients</li><li>
Develops appropriate legal structure and operational process for each product</li><li>
Assists in determining pricing structures</li><li>
Negotiates business and operating terms with fund managers</li><li>
Coordinates launching and oversight of private equity funds</li><li>
Coordinates investment and business due diligence efforts</li><li>
Ensures proper internal and external legal review</li><li>
Coordinates internal review processes</li><li>
Creates contractual agreements and business proposals</li><li>
Analyzes private equity offering documents to determine business, legal and headline risk</li><li>
Maintains comprehensive knowledge of all private equity fund structures, terms and other industry trends</li></ul> 
Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to:<ul><li>
Coordinates appropriate actions to address developing matters with existing funds</li><li>
Drafts formal communications for financial advisors and clients</li><li>
Ongoing maintenance of platform collateral</li><li>
Integration of offerings across the Bank of America platform</li></ul>
Required Qualifications:<ul><li>
8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing</li><li>
Knowledge of financial market required, a lean toward private markets preferred</li><li>
Demonstrated capability to work in a team environment</li><li>
Ability to manage and execute multiple projects</li><li>
Excellent written and verbal communication skills</li><li>
Series 7 and 66 preferred at time of hire or must be willing to obtain within 120 days of start date</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree (concentrated in Finance or Business MBA preferred)</li></ul>
Skills:<ul><li>
Analytical Thinking</li><li>
Customer and Client Focus</li><li>
Financial Management</li><li>
Presentation Skills</li><li>
Risk Management</li><li>
Business Development</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Market Analysis</li><li>
Negotiation</li><li>
Causation Analysis</li><li>
Financial Forecasting and Modeling</li><li>
Product Management</li><li>
Relationship Building</li><li>
Result Orientation</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination

Addition Management

<div>
 
 
 Position: Investor Relations Associate
 
 
 
 
 Location: Downtown NYC (Hybrid)
 
 
 
 
 Salary: $110K &ndash; $140k + Bonus
 
 
 
 
 
 
 
 
 Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team
 
 !
 
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 CRM Management
 
 
 <ul>
 <li>
 Maintain and update investor records, contact details, and activity logs in the firm&rsquo;s CRM system (Dynamo), ensuring accuracy and consistency.
 </li>
 <li>
 Track all investor interactions, requests, and key deadlines to support effective relationship management.
 </li>
 </ul>
 
 
 Due Diligence (DDQs) &amp; RFPs
 
 
 <ul>
 <li>
 Assist in completing standard due diligence questionnaires and requests for proposals.
 </li>
 <li>
 Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
 </li>
 <li>
 Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.
 </li>
 </ul>
 
 
 Email Inbox Management
 
 
 <ul>
 <li>
 Monitor the general Investor Relations email inbox and triage incoming messages.
 </li>
 <li>
 Draft and send timely, accurate, and professional responses to routine investor inquiries.
 </li>
 <li>
 Log all relevant correspondence and follow-ups in the CRM.
 </li>
 </ul>
 
 
 Investor Transfers &amp; Wire Instruction Updates
 
 
 <ul>
 <li>
 Support the administrative process for investor transfers and wire updates.
 </li>
 <li>
 Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.
 </li>
 </ul>
 
 
 Meetings, Events &amp; Presentation Support
 
 
 <ul>
 <li>
 Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
 </li>
 <li>
 Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.
 </li>
 </ul>
 
 
 
 
 
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Business, Communications, or a related field.
 </li>
 <li>
 3&ndash;5 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
 </li>
 <li>
 Knowledge of asset management, private equity, or alternative investments is preferred.
 </li>
 <li>
 Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
 </li>
 <li>
 Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.
 </li>
 </ul>
 
 
</div>

Investor Relations Associate

Fidelity Investments

Job Description: The Role As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the "what" and "when" of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul> <ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul> <ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul> <ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul> <ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul> <ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul> The Expertise and Skills You Bring <ul><li>6+ years' experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li></ul> <ul><li>Bachelor's Degree or equivalent experience. </li></ul> <ul><li>Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </li></ul> <ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li></ul> <ul><li>CAIA and /or CFA is a plus. </li></ul> <ul><li>Agile and Jira experience preferred</li></ul> Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of 50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Product Management

Product Lead, Alternatives Private Equity and Real Assets

Direct Hire Firm

**** MUST HAVE SPEIFIC TAX LAW EXPERIENCE****Lateral Associate - Tax (NY)More Info ApplyNew YorkWe are seeking associates in law school class years 2019 to 2022 to join our prestigious and growing tax practice. In addition to class-year appropriate understanding of technical aspects of tax law (including research and writing abilities), candidates should have experience with strategic and private equity M&amp;A transactions, capital markets (including spin-offs and IPOs), investment fund formation, and/or real estate matters. Candidates also must have outstanding oral communication and analytical skills, as well as top academic credentials and an ability (and desire) to think creatively about interesting, difficult, and often novel problems. The tax group places particular emphasis on interpersonal skills; candidates should be enthusiastic about interacting directly with clients, getting involved with public speaking (including at large national tax conferences), and making the most of in-office time by meeting face-to-face with colleagues.The annual compensation range for this position is between $260,000 and $390,000. The salary offered within this range will depend upon qualifications and other operational considerations. Benefits offered for this position include health care; retirement benefits; paid days off, including sick time, and vacation time; parental leave; basic life insurance; Flexible Spending Accounts; as well as discretionary, performance-based bonuses.Job Type: Full-timePay: $250,000.00 - $450,000.00 per yearBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Experience:<ul><li>TAX: 3 years (Required)</li><li>REIT: 3 years (Required)</li><li>INTELLECTUAL PROPERTY: 3 years (Required)</li><li>REAL ESTATE: 3 years (Required)</li><li>PRIVATE EQUITY: 3 years (Required)</li><li>Corporate Governance: 3 years (Required)</li><li>Mergers &amp; acquisitions: 3 years (Required)</li></ul>Ability to Commute:<ul><li>New York, NY 10040 (Required)</li></ul>Ability to Relocate:<ul><li>New York, NY 10040: Relocate before starting work (Required)</li></ul>Work Location: In person

Attorney - Lateral Associate

Bluevale Capital

Who We Are | Bluevale Capital
 Bluevale Capital is a boutique, real-estate private-equity firm that specializes in value-add, development and special-situation multi-residential projects. Over the past two years, the firm has completed over $200 M of transactions with the intention of creating a $1B+ real-estate fund over the next 2-3 years. By working with government leaders, and by partnering with our sponsors and lenders, the company’s vision is to create 10,000+ residential units with a focus on tackling the affordable-housing crisis in North America.
 Private Equity Fund Finance Analyst
 You will support the Funds Finance team by helping maintain accurate books and records, participate in the month-end and quarter-end close processes, and assist with financial and investor reporting. You will collaborate across investment, operations, treasury and fund-administration functions and gain exposure to fund liquidity, debt documentation and capital-raising activities. This is an entry-level role within a growing fund-finance platform where strong initiative and attention to detail are key.
 What You Will Do
 <ul>
<li>Assist with maintaining accurate books and records for assigned private-equity funds in coordination with investment and operations teams; ensure transactions are properly recorded and reconciliations completed timely.</li>
<li>Help monitor portfolio investments, compile performance data, and prepare summary analyses for internal review; support the investment team with basic inquiries on valuations, cash-activity or financial metrics.</li>
<li>Support fund-level liquidity tracking, capital-planning and short-term forecasting; assist in preparing cash-flow projections and loan-drawdown requests under fund debt facilities.</li>
<li>Help prepare documentation for debt requisitions, interest payments, covenant-reporting and lender communications under fund credit lines.</li>
<li>Prepare portions of fundraising materials, investor-onboarding packages and data-room uploads; track investor commitments and assist in generating investor reports and communications.</li>
<li>Work with external fund administrators on capital calls, distributions, expense allocations and financial-reporting; review administrator deliverables for accuracy and completeness.</li>
<li>Help prepare quarterly and annual reports for investors and senior management; collect data and assist in responding to auditor and tax-team requests.</li>
<li>Develop a working understanding of fund-governing documents (PPMs, LPAs, side letters) to ensure key terms are reflected in daily fund operations and reporting.</li>
<li>Gather and organize portfolio data used in the monthly or quarterly valuation process; assist with updating valuation schedules.</li>
<li>Contribute to team initiatives, process-improvements and other internal projects as assigned.</li>
</ul>
What We’re Looking For: 
<ul>
<li>Bachelor’s degree in Accounting, Finance or Economics.</li>
<li>0-2 years of experience in fund accounting, private-equity operations or public accounting (internship or entry-level experience acceptable).</li>
<li>Basic understanding of private-equity structures, capital calls and fund-reporting.</li>
<li>Strong Excel and data-management skills; familiarity with fund-accounting systems a plus.</li>
<li>High attention to detail, strong organizational skills and ability to meet deadlines in a fast-paced environment.</li>
<li>Excellent written and verbal communication skills; ability to work collaboratively across teams.</li>
</ul>
Compensation and Benefits
 <ul>
<li>Base Salary Range: $70,000 – $100,000 per year, depending on experience and qualifications.</li>
<li>Performance-based annual bonus opportunity.</li>
<li>Comprehensive benefits including medical, dental, vision, 401(k) and professional-development support.</li>
<li>Exposure to all aspects of private-equity fund finance—an ideal opportunity for a motivated junior professional to build a career in fund accounting and operations within a mission-driven investment platform.</li>
</ul>

Private Equity Fund Finance Analyst

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