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Wealth Partnerships Associate

New York

About Davidson Kempner

Davidson Kempner Capital Management LP is a global investment management firm. Founded in 1983, Davidson Kempner is headquartered in New York and has offices in Philadelphia, London, Dublin, Hong Kong, Shenzhen and Mumbai. Our Firm invests globally and opportunistically across the capital structure, in a variety of credit and equity strategies as well as real assets. We apply our multi-dimensional, research-driven investment process to evaluate and execute a diverse range of transactions across asset classes, geographies and market cycles. We target complex, global situations where our experience and expertise can unlock value.  

We bring together exceptional people from different disciplines and backgrounds who are energized by the challenges of navigating complexity. We look for people who demonstrate exceptional critical thinking skills, innate curiosity, creativity and embrace diverse viewpoints to calibrate their decisions. These differentiators make our people successful beyond a specific job at Davidson Kempner – but throughout their journey with us over many years. 

 

The Role

We are seeking a Wealth Associate to join the Firm’s U.S. Wealth Partnerships channel team. This team works with RIAs, Multi-Family Offices, Broker-Dealers, Family Offices, and Alternative Platforms.

Responsibilities 

  • Work effectively with members of DK’s wealth sales team
  • Research, identify, and track prospective investors
  • Organize and facilitate client meetings and roadshows
  • Update and maintain investor details and activity in DK’s CRM system
  • Collaborate with platform sales teams
  • Leverage company resources in the execution of responsibilities - including product specialists, capital markets team, product management and marketing
  • Other responsibilities as assigned

The Person

The successful candidate will have at least 1-3 years of relevant professional experience at an asset management firm supporting a sales team, including:

  • Strong work ethic and organizational skills, displaying entrepreneurial drive and “grit”
  • Team player with a commitment to excellence
  • Able to execute independently, work cross-functionally in a fast-paced environment and adapt/reprioritize accordingly with ease
  • Passionate about the wealth channel – has operated within that space and is dedicated to remaining focused on this client base
  • Values the culture of a privately held, inclusive, collaborative organization
  • Strong written and verbal communication skills; ability to communicate in clear and concise language and calibrate for different audiences
  • Possess an awareness of product knowledge in the U.S. Wealth partnerships channel
  • Proficient in managing relationships, obtaining and processing information required to provide sales support
  • High level of accuracy and meticulous attention to detail
  • Resourceful, responsive, communicative and flexible
  • Intellectually curious and constantly seeking to improve
  • Desires the opportunity to play an important, highly visible role in further establishing a key but newer business line for DK

 

Candidate Profile

Delivers

  • Delivers Results: Delivers consistent, accurate, organized and client-ready work on time; juggles multiple projects effectively
  • Demonstrates Expertise: Learns quickly and demonstrates proficiency; has strong propensity to learn and grow in the subject area
  • Innovates: Shows strong analytical reasoning and curiosity; is thoughtful in consistently generating ideas and making improvements; has a solution mindset when faced with problems

Connects

  • Builds Relationships: Is a team player and works well with others both internally and externally; is inclusive and respectful of others' inputs and opinions; develops professional relationships within and outside the Firm
  • Engages Clients / Stakeholders Proactively: Demonstrates an understanding of client / stakeholder's needs and delivers appropriate solutions that align with the department's priorities; applies industry / market and job specific knowledge to meet those needs
  • Communicates Effectively: Is an effective, organized and clear communicator in both written and verbal format; presents information simply, including complex and technical content

Leads

  • Leads by Example with Team Mentality: Is self-motivated and dependable; shows strong professionalism and has a positive attitude; is respectful and supportive of others and celebrates their achievements; actively works on development
  • Exemplifies Culture: Embodies the Firm's business principles and core values by actively fostering and contributing to collaboration, engaging with respect and fostering inclusion; enhances the culture of the firm by actively supporting others; contributes to teams or firmwide initiatives
  • Engages with Feedback: Asks for and offers honest and constructive feedback, demonstrates an openness to feedback, and willingness to learn and look for opportunity to further develop

 

US Base Salary Range

$90,000 - $90,000 USD

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