Product Specialist

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Job Identification Number: 966

Location: New York, NY

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Our client, a leading asset management firm, is seeking a Product Specialist in their NYC office.

Primary Responsibilities:

  • 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