Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $60 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2023.
Employees operate as a single global team, integrating the expertise of the firm’s investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.
The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.
Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney and Tokyo.
Overview
Adams Street Partners is actively seeking an Associate to join its Wealth Management team in New York or Chicago. This position will provide a superior level of service to our prospective and existing investors across wealth channels (private banks, wirehouses, independent broker dealers, RIAs and family offices), by creating and coordinating effective communications and data. The Wealth Management Associate will engage with teams across Adams Street to support ongoing investor requests and coordinate wealth-related projects. Given Adams Street’s collaborative culture, this role requires exceptional organizational and client servicing skills, strong problem-solving acumen, with the ability to successfully manage competing priorities.
Responsibilities Include, But Are Not Limited To
- Develop and organize internal processes and procedures to ensure consistency, integrity, timeliness, and quality of communications to clients and prospects, and seek opportunities to improve efficiencies to support fundraising/client-servicing needs
- Create existing and prospective client presentations, market updates, and other types of client related communications
- Prepare and deliver customized client-facing materials in response to prospective and existing client requests
- Ensure the timely delivery of standard and customized data & reporting requests
- Serve as the point person for the Investor Portal (access to investor portal, data entry) and CRM (Salesforce, including updating client records, tracking opportunities and recording meeting notes)
- Collaborate with teams across the firm to ensure accurate and prompt follow-up to ad hoc projects
- Support the team with marketing efforts including RFPs and due diligence materials
- Gather competitive intelligence and monitor industry events and trends, and keep wealth management fundraising professionals up to speed on relevant information related to their client coverage
- Complete special projects related to firmwide strategic initiative
Requirements
We seek an individual who is self-disciplined, detail-oriented, demonstrates creative thinking and has the following characteristics:
- Strong written and verbal communication
- Experience in private markets
- 2-4 years’ professional experience, ideally in a client-facing role within wealth management, investment management, consulting, or investment banking
- Knowledge of HNW/UHNW investors and/or family offices preferred.
- Ability to synthesize complex information and prepare technical materials in a timely manner.
- Exceptional attention to detail, highly organized and able to prioritize and meet deadlines.
- Technically proficient in Word, PowerPoint, and Excel (Pivot Tables, VLOOKUP). Salesforce a plus.
- A professional presence combined with exceptional communication skills to interact effectively with internal teams and external parties.
- A highly motivated self-starter with the ability to work independently and within a team context.
- CFA/CAIA designation or intent to pursue them is preferred
