Associate, Capital Markets

Location(s) Englewood, NJ Office – 10 Sterling Blvd, Suite 402, Englewood, NJ 07361, USA Newtown Square, PA Office – 6022 W Chester Pike, Newtown Square, PA 19073, USA Potomac, DC MD Office – 12505 Park Potomac Ave, Suite 400, Potomac, MD 20854, USA Job Description Work in a collaborative environment in the Capital Markets arena and assist in all manners of client service and daily operations, as well as administrative duties and special projects. Key Responsibilities Provide support to the Client Advisory teams in the communication and implementation of client investment strategies. Work within the Capital Markets Group and adhere to the firm’s process and procedures. Act as information provider to custodians, accountants, banks, investment managers, and other professionals also supporting clients. Qualifications 0 – 2 years of experience preferred. Strong analytical, quantitative, problem‑solving, and client service skills. Detail‑oriented and understanding of time‑sensitive issues. Strong PC and Microsoft Office skills, especially Excel. Comfortable speaking with industry professionals concerning money movements, account openings, trades within accounts, and basic daily operations. Shows a positive attitude and initiative in all aspects of the position, and the ability to prioritize tasks in the face of competing demands. Strong verbal and written communication skills. Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives, is a plus. Benefits Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more. Pay Transparency Pathstone’s expected starting base compensation range for the position as of the time of this posting is $62,500 - $70,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award. Visa Sponsorship Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. Equal Opportunity Employer Pathstone is proud to be an equal opportunity employer. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Pathstone