Associate – Wealth Management Operations

Job Description

Multi-Family Office Associate (Entry-Level) | Collyde, Inc.

The Tone:
This is a full-time role at Collyde, Inc., located in New York City with a hybrid schedule. Collyde, Inc. operates as a dedicated multi-family office, committed to serving the sophisticated financial needs of high-net-worth families in the New York area. This entry-level Associate position represents a ground-floor opportunity designed specifically for a recent graduate, offering a comprehensive pathway to learn the intricate landscape of wealth management from the inside out. The role is positioned for continuous learning, providing extensive hands-on exposure across the firm’s core operations and direct mentorship from senior professionals. It offers a unique chance to gain genuine responsibility in a supportive environment, laying a robust foundation for a career in financial services.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, New York, NY

• Team: Reports to senior mentors
• Mission: To provide foundational support across firm operations and client services, learning wealth management from the inside out.
• Tech Stack: Wealthscape, Addepar

What You’ll Actually Do
• Client Services: Efficiently service a variety of client requests, ensuring timely and accurate responses to maintain high client satisfaction.
• Reporting & Analysis: Help build and develop essential financial reports, contributing to clear communication of financial performance and data insights.
• Operational Support: Support critical financial operations, including processing capital calls and managing billing cycles to ensure smooth firm functionality.
• Document Management: Prepare and organize a range of important documents, ensuring all necessary paperwork is accurate and ready for various processes.
• Client Onboarding: Actively assist in the comprehensive onboarding process for new clients, ensuring all steps are meticulously followed for a seamless transition into the firm’s services.
• Platform Learning: Develop proficiency and apply key industry platforms such as Wealthscape and Addepar in daily tasks and reporting.

The Must-Haves
• Background: Hold a Bachelor’s degree in Finance, Business Administration, or a closely related field, qualifying you as a recent graduate ready for an entry-level position.
• Experience: Demonstrate genuine comfort and capability with Microsoft Excel, including the ability to navigate formulas confidently and a willingness to explore deeper functionalities.
• Skills: Possess a true detail-oriented mindset, diligently catching small inaccuracies because of a commitment to correctness. Exhibit strong eagerness and curiosity to ask insightful questions and actively grow within the wealth management industry. Show an easy-to-work-with demeanor, characterized by clear communication, a team-first approach, and readiness to engage professionally with clients.