Associate Director, Fund Selection

Yieldstreet

23 days ago

New York, NY

Hybrid

Full Time

Senior

0 applicants

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About this role

Willow Wealth is seeking an Associate Director of Fund Selection to support the investment and monitoring of private markets funds, secondary investments, and co-investments across various asset classes. The role involves engaging with fund managers, conducting due diligence, preparing investment materials, and monitoring portfolio performance. It offers a hybrid work environment based in New York.

Skills

About Yieldstreet

willowwealth.com

Willow Wealth is a boutique wealth management and financial planning firm that offers personalized investment management, retirement planning, tax-aware strategies, and estate-planning support for individuals, families, and small business owners. The firm emphasizes a fiduciary, goals-based approach—building diversified portfolios tailored to each client’s risk tolerance and long-term objectives, with regular review and rebalancing. Clients typically get a combination of advisor guidance and digital tools (client portals, reporting, and education) under transparent, fee-based pricing designed to align interests and protect and grow client assets.