Position Overview
A leading investment management firm is seeking a Product Specialist Associate to join the firm. This individual will support the firm's capital-raising efforts, investor communications, and product development initiatives across various alternative asset classes. The role involves close collaboration with investment, distribution, and marketing teams to provide strategic insights and technical expertise on the firm's investment products.
Key Responsibilities
- Serve as a subject matter expert on the firm's investment products, strategies, and market positioning.
- Support fundraising efforts by developing compelling investor presentations, pitch materials, and fund commentary.
- Conduct research and analysis on market trends, competitive positioning, and portfolio performance.
- Partner with the investment team to translate complex strategies into digestible content for investors.
- Assist in responding to due diligence requests, RFPs, and investor inquiries.
- Contribute to new product development by assessing market demand and competitive landscape.
- Collaborate with distribution teams to develop targeted client engagement strategies.
Qualifications
- 2+ years of experience in investment management, private markets, investor relations, or a related field.
- Strong understanding of private equity, private credit, real estate, and alternative investment strategies.
- Exceptional analytical and communication skills, with the ability to articulate complex investment concepts clearly.
- Proficiency in financial modeling and performance analysis is a plus.
- Experience with investor reporting tools and CRM systems preferred.
- Bachelor's degree in finance, economics, or a related field; CFA or CAIA designation (or progress toward) is a plus.