Wealth Senior Analyst
Landing Point Search Group
New York · Posted October 23, 2026
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About the job
Location: New York NY
Type: Perm
Job #26962
Company Overview: A leading investment firm with over $30 billion in committed capital is seeking a Wealth Analyst/Associate to join their New York team, focusing on capital raising and investor relations.
Job Responsibilities:
Preparation and maintenance of marketing materials, presentations, performance tables, and due diligence documents Assist with timely and accurate completion of investor question responses, diligence requests (RFIs, RFPs, DDQs), and follow-up items from both investor and internal meetings Preparation and distribution of quarterly reporting for various investment entities, coordinating with compliance and client service for error-free, on-time delivery to investors Support new product development initiatives and project management Special projects for partners and management team on an as-needed basis Research competitor analysis and provide market intelligence for the management team and distribution partners
Qualifications:
Bachelor’s degree in a relevant field Minimum of 2 years of work experience in asset management, investment banking, financial services, accounting, consulting, or related fields Working knowledge of middle market private equity, private credit, and/or semi-liquid funds preferred Prior experience in investor relations and product development preferred Proficiency with Windows Office (Excel, PowerPoint) and other data/analytical tools (Capital IQ, Bloomberg) Strong academic track record; CFA/CAIA or progress towards is a plus
Compensation: Salary: $100,000 – $135,000, Plus Bonus
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