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Project Management & Origination Associate / Jr. Vice President - Eaton partners

Company: Stifel Nicolaus
Location: New York
Posted on: June 12, 2021

Job Description:


The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors. The Project Management Associate has the overall goal of raising capital for our clients.


  • Support the diligence, launch, and project management of Funds.
  • Serve as a junior liaison between project management and distribution team.
  • Provide general industry research, including industry news updates, geographic and sector review of industries, potential risks, competition, and regulatory changes.
  • Interact with/support clients, with oversight.
  • Update key Firm information and materials, with oversight.
  • Produce, maintain, and update Fund materials with limited oversight.
  • Assist in upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc.
  • Coach, mentor, train Project Management Analysts.
  • Create and maintain good relationships with our GP clients.


  • B.S. or B.A required
  • 3-5 years' of financial services experience required
  • Solid knowledge of financial services.
  • Proven knowledge of Investment Banking.
  • Technical understanding of alternative investment products.
  • Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions.
  • Strong analytical, sales, and marketing instincts.

Keywords: Stifel Nicolaus, New York , Project Management & Origination Associate / Jr. Vice President - Eaton partners, Other , New York, New York

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