Associate, Portfolio Management
Yieldstreet
About this role
Willow Wealth is seeking an Associate/Senior Associate to support its Portfolio Management team, focusing on valuation, portfolio reviews, risk assessments, and collaboration across various functions to manage private market investments. The role involves working closely with investment data, financial modeling, and stakeholder reporting.
Skills
Qualifications
About Yieldstreet
willowwealth.comWillow 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.
About Yieldstreet
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Yieldstreet.
Salary
$110k – $150k
per year
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