Product Management – Client & Product Solutions – Associate

Product Management – Client & Product Solutions – Associate

Requirements

• Bachelor’s degree with an excellent academic record
• 3-5 years’ experience at an investment bank or alternative asset manager and/or investor relations experience
• Working knowledge of finance and credit markets, including proficiency in PowerPoint and Excel
• Strong writing skillset, including ability to synthesize complex financial concepts
• Strong analytical and quantitative skills, with strong attention to detail
• Strong team player with an entrepreneurial predisposition and excellent interpersonal skills
• Self-starter with a strong work ethic and a genuine willingness and desire to learn
• Strong project management and follow-through skills; ability to manage multiple projects
• Capacity to discreetly handle sensitive and confidential information
• Driven, strong passion for self-development
• Uncompromising integrity and professionalism
• Ability to work and communicate with a wide variety of internal and external constituents
• Resourceful; strong organizational skills

Responsibilities

• Facilitate the creation of marketing materials and presentations
• Analyze large data sets to create new content and draft investor responses
• Maintain investment and performance data as well as investor pipeline details
• Respond to investor inquiries and DDQs as relevant
• Complete monthly and quarterly reporting requirements for various funds and accounts
• Draft quarterly reports and letters for investors
• Prepare materials for investor meetings and new account proposals
• Work closely with investment, finance, compliance and legal teams to build an in-depth understanding of the various portfolios, fund structures and investor objectives

Preferred Qualifications

• Financial institutions coverage experience is a plus, but not required