Vice President - Credit IR and Product Management - Direct Lending

Vice President – Credit IR and Product Management – Direct Lending

Bachelor’s degree required.
6+ years of work experience in an investor relations, strategy, client service or product management role. Must have a blend of client service, investment capabilities and commercial sense.
Experience with investor relations/business development from a placement agent/private direct lending fund, asset manager or private equity firm required.
Series 7, 63 and SIE or ability to obtain.
Highly proficient in Word, PowerPoint and Excel.

Develop marketing and due diligence materials such as private placement memorandums (PPM), pitch books, fact sheets and due diligence questionnaires (DDQs) for investment vehicles.
Prepare request for proposals, questionnaires and data requests related to investor due diligence.
Assist with monthly, quarterly and year-end fund reporting as well as ad-hoc investor requests.
Work directly with investors, business development professionals and various other groups to communicate strategies, follow-up on investor/prospect inquiries and develop materials for use by the direct lending team, marketing team and other professionals as required.
Develop and execute on strategic initiatives, identify market opportunities and conduct research to determine effective product launches.
Work across functions to obtain and synthesize information from the investment, reporting and accounting teams in order to prepare communication materials.
Keep abreast of industry trends and conduct market and competitor research.
Create presentations and coordinate logistics for Annual General Meeting, investor meetings and conference calls.
Develop entrenched relationships with institutional investors globally as part of fundraising, LP co-investment and broader client servicing efforts.