Position: Associate, Strategic Advisory
Department: Emigrant Partners
Reports To: Managing Director, Strategic Advisory
Employment Status: Full-Time, Exempt (Hybrid in office)
Office Location: 22 Vanderbilt New York, NY
Emigrant Partners Overview
Emigrant Partners ("EP") is a long-term capital and strategic advice partner that makes minority investments into wealth
and alternative asset management firms. Our Strategic Advisory team works closely with our portfolio companies to
support their growth goals and objectives, while also creating thought leadership, events and research that continuously
educate our network. As one of the earliest minority investors in the space, EP's 20 partner firms include industry leaders
that collectively advise on more than $100 billion of assets. Our investment model allows our partner firms to remain
independent and empowers founders and the next generation to continue running the day-to-day operations of the
businesses. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a
pristine reputation and strong track record. EP is owned by Emigrant Bank, led by Howard P. Milstein and the Milstein
family.
Job Description
EP is looking for a talented, highly motivated Associate to join the Strategic Advisory team and work with our partner firms
to support their strategic plans, growth initiatives and human capital needs. This role will work closely with senior
members of the Strategic Advisory team to deliver data-driven insights, develop research reports and educational
materials for our partner firms, and build analytical models that will inform growth strategies and decision-making.
The ideal candidate will understand the wealth management industry â?? and importantly, will be able to transform research
and data into insights and perspectives for our partner firms and teams within Emigrant Partners. In addition, this
individual should have strong writing skills that can be applied when creating reports, presentations and communications
for both internal and external use.
Responsibilities
Collect and analyze partner firm and industry data to develop clear and concise reports and summaries that support
highly customized partner firm project work. Must be able to blend quantitative and qualitative approaches as part
of our consulting and engagement process â?? and present data in an actionable, efficient style
Contribute directly to project-based value creation initiatives that inform the direction of our partner firms' growth
strategies, organizational design, compensation plans and technology investments
Develop and manage proprietary databases that examine partner firm financial performance, as well as key
compensation metrics and best practices
Directly support Managing Director and Director of the Strategic Advisory team on the development of thought
leadership, educational modules and proprietary research that is distributed externally and to the EP Partner firm
network
Develop presentations, project plans and workbooks that support the execution of Strategic Advisory initiatives and
projects. Liaise directly with partner firms to ensure projects maintain momentum and hit key milestones and
deadlines
Qualifications
3-5 years of experience, with a background in consulting, private equity or investment banking
Bachelor's degree
Outstanding analytical and problem-solving skills
Experience in the wealth & asset management sector is helpful, but not required
Advanced proficiency in Microsoft Excel and PowerPoint including financial modeling, analytical, and research skills
Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn
Highly adaptable, disciplined and capable of working independently
Strong interpersonal and communication skills, with exceptional attention to detail
What Success Looks Like
Produces accurate and timely analyses that evolves and improves throughout a project or research process
Data-driven, analytical, and problem-solving skills support insights and recommendations â?? while also inviting
questions and critical thinking into projects and processes
Simplifies the complex
Associate can see how his/her work contributes directly to the success of our partner firms
Actively contributes to a positive company culture and work environment of collaboration and shared success
Compensation Range
$200k - $250k all-in cash compensation split across base and bonus
New York pay range
$200,000
—
$250,000 USD
