Manager, Closely Held Assets

The Manager, Closely Held Assets supports the management and oversight of closely held and other nonmarketable assets held within fiduciary structures, including trusts, estates, and foundations. This role focuses on executing day-to-day portfolio management activities while ensuring adherence to fiduciary, regulatory, and risk standards. The Manager is responsible for evaluating, monitoring, and administering a portfolio of low- to moderate-complexity closely held assets, including minority interests in limited partnerships, limited liability companies, and privately held corporations.