Qualified candidates, please attach resume when applying.
Our client, a leading asset management firm, is seeking a Product Specialist in their NYC office.
- Become an expert in the company’s fund offerings and develop expertise in the markets and assets in which they invest
- Participate in or lead client conversations regarding fund products and their performance
- Help develop and maintain investor messaging and materials
- Help draft presentation scripts and FAQ responses
- Lead RFP and investor diligence processes; manage technical requests during sales process and create new materials as needed
- Lead DDQ processes including modifications and updates as appropriate
- Lead quarterly performance update calls with key wealth managers and institutional investors
Qualifications and Requirements:
- 7+ years of product support or investment management experience specifically focused on credit products, to include private debt
- Knowledge of structured vehicles
- MBA and/or CFA preferred