{"id":3889927,"url":"https://alion.io/job/pathstone-associate-capital-markets","title":"Associate, Capital Markets","company":{"id":707447,"name":"Pathstone","domain":"pathstone.com","url":"https://alion.io/company/pathstone","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":70,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":62,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Englewood, United States","Newtown Square, United States","New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":62500,"max":70000,"currency":"USD","period":"year","gross":null,"usd_annual":70000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-05-25T18:20:42Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-09T21:45:40Z","board_verified":true,"closed_at":null,"days_open":168,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":167},"description":"Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.\nOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.\nWith more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.\nPathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.\nOur people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. 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.\nJob 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.\nKey Responsibilities:\nProvide support to the Client Advisory teams in the communication and implementation of client investment strategies.\nWork within the Capital Markets Group and adhere to the firm’s process and procedures.\nAct as information provider to custodians, accountants, banks, investment managers, and other professionals also supporting clients.\nQualifications:\nBachelor’s degree required\n0 - 2 years’ experience preferred\nStrong analytical, quantitative, problem-solving, and client service skills\nDetail-oriented and understanding of time-sensitive issues\nStrong PC and Microsoft Office skills, especially Excel\nComfortable speaking with industry professionals concerning money movements, account openings, trades within accounts, and basic daily operations\nShows a positive attitude and initiative in all aspects of the position, and the ability to prioritize tasks in the face of competing demands\nStrong verbal and written communication skills\nBasic understanding of investments, including mutual funds, separately managed accounts, and alternatives is a plus\nPay 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.\nVisa 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.\nPathstone is proud to be an equal opportunity employer.\nAs you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.","description_format":"text","description_chars":3969,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-06T20:54:33Z"}],"visa":[],"liveness":{"score":12,"band":"cold","label":"Long shot","p_open":1,"p_active":0.436,"p_room":0.28,"age_days":167,"expected_fill_days":62,"reasons":["conf:3","win:tail","crowd:junior"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":70000,"is_top_pay":true},"html_url":"https://alion.io/job/pathstone-associate-capital-markets","json_url":"https://alion.io/job/pathstone-associate-capital-markets.json","meta":{"generated_at":"2026-11-10T01:17:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2865,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707447},"rest":"https://alion.io/mcp/rest/get_company?id=707447"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpathstone-associate-capital-markets"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpathstone-associate-capital-markets"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpathstone-associate-capital-markets"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/pathstone-associate-capital-markets\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpathstone-associate-capital-markets"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3889927}},{"tool":"search_jobs","arguments":{"company":"pathstone.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3889927},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}