Global Wealth, Onboarding Analyst, NYC
$80k - $110kAlchelyst group
Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose-built for the expanding demands and sophistication of global private markets, the firm offers a comprehensive managed service offering that can support GPs, private wealth funds and investors. Alchelyst has offices in the US, Ireland, UK, Luxembourg and India. The position will support intermediary onboarding, fund launches, and distribution services for our achor client (Apollo Global). The Analyst will be responsible for onboarding and servicing new distribution and financial intermediary clients for our client's growing private markets business, with a focus on coordination across third-party platforms and administrators. The role will partner closely with financial intermediaries, sales, third-party administrators, and transfer agents to support launches and ongoing servicing across alternative asset structures, including private equity funds, OpCos, BDCs, non-traded REITs, and interval funds. Key Responsibilities: Support the launch of private market funds and feeder vehicles for our anchor client in coordination with service providers, administrators, third-party platforms, and key internal stakeholders. Assist with onboarding new intermediary and distribution partners to enable distribution of our client's private market funds across the global wealth channel. Support operational and home office contacts at financial intermediaries and distribution partners across both pre- and post-sales activities. Help oversee key third-party service providers and administrators supporting our client within the global wealth ecosystem. Partner with client's stakeholders to communicate product availability, fund events, and platform requirements, and assist with training on investor operational procedures and best practices. Prepare Excel- and PowerPoint-based materials for internal and external use related to fundraising, product operations, and product availability. Collaborate across teams to resolve operational issues and improve execution. Preferred Qualifications: 1–3 years of experience supporting alternative investment products (private equity, private credit, real estate, or other private markets vehicles) within fund operations, fund administration, investor services, transfer agency, distribution operations, or financial intermediary servicing. Experience supporting financial intermediaries, wealth platforms, transfer agents, or third-party administrators involved in private market fund distribution — including fund launches, onboarding new distribution partners, investor servicing, or platform operations — is an added advantage. Understanding of the wealth segment of financial services and private markets investment structures from an operational and client service perspective. Possesses ability to work efficiently and multi-task in a high volume, fast paced, deadline-oriented environment while maintaining high level to attention to detail and accuracy. Ability to make thoughtful and effective decisions in critical situations;demonstrates sound judgment and discretion when handling confidential firm and client information Strong knowledge of Word, PowerPoint, and Outlook with a preferred level of Intermediate or above in MS Excel. BA/BS degree in Finance, Accounting, Economics or Communications preferred. What Success Looks Like Successfully onboard and launch low- to medium-complexity products and distribution partners with minimal oversight, coordinating effectively across internal and external stakeholders while delivering fund and feeder vehicle launches accurately and on schedule. Build trusted relationships with distribution partners, service providers, fund administrators, transfer agents, custodians, and internal teams, becoming a reliable operational partner known for responsiveness, sound judgment, and effective issue resolution. Deliver an exceptional client experience by providing high-quality operational support, proactively identifying and resolving issues, and demonstrating a strong understanding of private market structures, wealth platform requirements, and operational processes. Collaborate effectively across functions to keep onboarding activities, product launches, and strategic initiatives on track, navigating complexity in a fast-paced environment while maintaining clear communication with all stakeholders. Produce accurate and timely reporting on fundraising activity, product availability, and operational metrics using Excel and PowerPoint to support informed decision-making by internal stakeholders and external partners. The base salary range for this position is $80,000 to $110,000. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. #J-18808-Ljbffr Alchelyst group
- ...and infrastructure partner for private markets asset managers, with offices in the US, Ireland, UK, Luxembourg and India. The Analyst will onboard and service intermediary clients for private market funds, coordinating across platforms and administrators, and...Suggested
- PIMCO invites undergraduates for a 10-week Summer Internship in Global Wealth Management, Alternatives, based in New York. The program blends training, real client exposure, and collaboration across markets, with competitive compensation and relocation support to help you...SuggestedInternshipSummer internshipRelocation package
- ...consulting firm based in New York is seeking a Management Consultant specializing in Client Onboarding and Data Migration. This professional will manage crucial projects for wealth management clients, focusing on data integration and reporting accuracy. Ideal candidates...SuggestedImmediate start
$43.26 per hour
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced... ...to our clients. 2027 Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are located in New York, NY and Newport...SuggestedHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- 202 7 Summer Internship - Global Wealth Management , Strategic Accounts Analyst, US PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In...SuggestedFull timeWork experience placementInternshipSummer internshipWork at officeShift work
$105k
...Internal Sales Analyst The Internal Sales Analyst's role is to provide sales support for an assigned geographic territory while... ...experiences and best practices with other members of the Carlyle Global Wealth internal sales team. They will work with their regional team...Work at office$125k
...Senior Internal Sales Analyst The Senior Internal Sales Analyst's role is to actively solicit new investment product sales within... ...Analyst will also take a leadership role amongst the Carlyle Global Wealth internal sales team. They will work with the Sales Desk Manager...Work at office$90k - $115k
...Global Wealth, Investor Services, Analyst/Associate New York - 245 Park Avenue TPG is a leading global alternative asset management firm, founded... ...cash reconciliation, etc. Support the operational onboarding of TPG Funds to global service providers and distribution...Local area$110k - $115k
...helping others along the way, come join the Broadridge team. Broadridge is Growing! We are looking for a Digital Assets Product Analyst - Wealth Management & Trading Solutions to help analyze customer needs, evaluate market opportunities, and support the development and...Local area- About UsThe Global Business Solutions (GBS) team is responsible for the revenue growth... ...by promoting our advertising solutions, onboarding new clients, driving ad campaigns, and more... ...for a Client Solutions Strategic Data Analyst to join our Client Solutions Team for the...
$70k - $85k
...Rothschild & Co is a leading global financial services group with... ...divisions - Global Advisory, Wealth Management, Asset Management... ...Business Application Support Analyst provides front‑line support for... ..., driving adoption through onboarding and ad‑hoc training, and identifying...Work at office$130k - $165k
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management... ...and potential investors. KKR's Global Wealth Solutions team is part of KCS that is... ...to recruit an experienced Internal Sales Analyst/ Associate to work in partnership with...Work at officeLocal area- ...in the J.P. Morgan Private Bank manages global multi-asset portfolios on a discretionary... ...internal and external collaborators (sell-side analysts, industry experts, third-party managers).... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading...Work experience placement
- A prominent university is seeking candidates for its 2027 Global Markets Summer Analyst Program in New York. This program offers significant exposure to a high-energy trading environment within a global bank, covering diverse areas such as trading desks, risk analysis,...Summer work
$75k - $125k
POSITION SUMMARYWealth Management Analysts provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...reflects a broad cross-section of the global communities in which we operate, bringing...Temporary workWork experience placementLocal area$100k - $160k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity... ...on experience of the candidate, Analyst and Associate level candidates will be considered... ...grow. Founded in 1869, we are a leading global investment banking, securities and...Full timeTemporary workPart timeWork at officeShift work- Job SummaryAs an Analyst in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will... ...our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal...Work experience placement
- Citi is seeking a Wealth - Citigold Summer Analyst in Singapore for 2027. The 10-week program provides intensive training and an immersive experience across Citi's wealth businesses. Participants will join a dedicated team and work on a tailored project while benefiting...Summer workInternship
- ...Group in New York is seeking a Senior Analyst - BCG Vantage on our Topic... ...Institutions Practice. You will work with a global team delivering value to Wealth & Asset Management clients using... ...supporting proposals and client workshops, onboarding junior colleagues, and contributing...
- Tiffany & Co. is seeking a Peretti Senior Analyst for Category Management to manage the Elsa Peretti Jewelry and Home categories globally. The role partners with the Director to define baseline strategy, supports new product development, and sets pricing to hit gross margin...Work at officeRemote work
- A top-tier global financial group is looking for candidates for their full-time Analyst Program in New York. This program prepares individuals for a rewarding career by providing a solid foundation in financial analysis and professional development. Applicants should be...Full time
$108k - $151.2k
About Us The Global Business Solutions (GBS) team is responsible for the revenue growth... ...by promoting our advertising solutions, onboarding new clients, driving ad campaigns, and more... ...for a Client Solutions Strategic Data Analyst to join our Client Solutions Team for...Temporary workLocal area- ...Technologies Inc in New York is seeking a Senior Operations Analyst to enhance the customer onboarding experience. The role is critical in managing high-... ...This full-time position requires on-site work in Tribeca, NYC and offers a competitive salary and benefits. #J-18808...Full time
$98.18k - $144.38k
...markets — powered by our people At Cboe Global Markets, we inspire our people to solve... ...work model in either our Chicago or NYC office. Role Overview Cboe’s Global... ...Derivatives business is seeking a Senior Analyst, Pricing & Data Analytics, to support the...Work at officeImmediate start$75k - $125k
POSITION SUMMARY Financial Planning Analysts provide exceptional service to our clients and... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...reflects a broad cross-section of the global communities in which we operate, bringing...Temporary workWork experience placementLocal area$45 - $55 per hour
System / Business Analyst (PeopleSoft, ServiceNow, Procurement & Financial Operations NYC contract) Position Overview Next Generation, Inc. is seeking a detail‑oriented... ...tracking expenditures, supporting consultant onboarding activities, and providing financial and...Hourly payContract workFor contractorsWork at office$85k - $90k
## Analyst - Global Markets Business CoordinationPostulerremote type: Sur placelocations: New York, New Yorktime type: Temps pleinposted... ...goals. Here at TD, we hire and develop the best.**Training & Onboarding** We will provide training and onboarding sessions to ensure...Rotational programTemporary workLocal areaWork from homeFlexible hours$70k - $90k
Overview Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity,... ...services. For more information visit Purpose of Role The Onboarding - Business & Data Analyst is responsible for driving process improvement, data...Immediate start- Goldman Sachs in New York is seeking a Senior Analyst / Junior Associate for Wealth Management Risk Management. You will analyze client portfolios, assess market and credit risk, and help shape risk frameworks for the PWM business. You will collaborate with US, EMEA and...
- ...Integrity and Social Compliance Analyst on a contract basis to help... ...site and 3 days remote/week) in NYC. Responsibilities Partner... ...maintained across product categories. Onboard and educate vendors on quality... ...on state, federal, and global regulatory requirements. Provide...Contract workFor contractorsRemote work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Global Wealth, Onboarding Analyst, NYC. Be the first to apply!
- entry analyst New York, NY
- international analyst New York, NY
- international trade analyst New York, NY
- epic ambulatory analyst New York, NY
- underwriting analyst New York, NY
- summer analyst internship New York, NY
- safety analyst New York, NY
- medicare analyst New York, NY
- royalty analyst New York, NY
- web analyst New York, NY

