ABOUT THE ROLE

We are seeking a highly motivated and commercially astute Business Manager to partner closely with the leadership of our Private Capital Markets (PCM) team. This role is pivotal in driving strategic planning, optimizing business performance, and ensuring seamless coordination across internal teams to support execution at scale.
You will serve as a thought partner to PCM leadership, helping shape business direction, manage execution roadmaps, and connect day-to-day activities to long-term priorities. This role requires both strategic thinking and operational rigor — blending analytical depth with the ability to move fast and mobilize stakeholders.
Sitting at the intersection of capital markets execution and internal business management, this role offers a unique opportunity to influence the trajectory of a core growth engine at Alta, while gaining visibility across the firm’s broader strategic and operational initiatives.

KEY RESPONSIBILITIES

Support the Private Capital Markets (PCM) team in executing business priorities by coordinating across internal functions such as Strategy, Product, Legal, Operations, and Finance.

• Assist in the preparation of strategic presentations, internal reports, and business review materials for senior management, clients, and partners.
• Manage day-to-day tracking of business KPIs, pipeline status, and team OKRs, ensuring visibility and follow-through across ongoing initiatives.
• Facilitate meetings, project timelines, and cross-functional deliverables, helping keep internal stakeholders aligned and on schedule.
• Partner with team leads to evaluate new tools, processes, and workflows that enhance operational efficiency and client service.
• Conduct research and analysis to support new product ideas, partnerships, or go-to-market efforts related to PCM offerings.
• Contribute to internal documentation and team communications to maintain knowledge continuity and process clarity.

• Be a proactive problem-solver who can anticipate potential roadblocks and escalate appropriately to ensure smooth execution.

At least 3 years of relevant experience in business management, operations, project management, or a similar role within financial services, fintech, or consulting.

• Strong organizational and execution capabilities with attention to detail and the ability to manage multiple workstreams in parallel.
• Excellent communication skills with the confidence to coordinate across diverse internal teams and manage up effectively.
• A good understanding of capital markets and private investments is preferred; intellectual curiosity and willingness to learn are essential.
• Proficiency with business tools such as Microsoft Excel, PowerPoint, and data visualization or CRM platforms (e.g., Salesforce, Tableau) is a plus