Product Development

Title	SVP Product Development – Wealth Management/Alternative Investment Management
Categories	Alternative Credit, Alternative Investing, Alternative Investment Management, Family Office, Private Credit, Private Equity, Product Development, Product Management, Product Pricing, Product Specialist, UHNW, Wealth Management
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a hands-on SVP Product Development, with broad knowledge of the wealth management and alternative investment product development lifecycle, to build end-to-end product capabilities and strategies into investment-grade and highly structured product offerings across public and private markets for the firm’s advisory platform UHNW and family office clients. Oversee and lead product strategy and development for the firm’s advisory platform UHNW and family office clients Build end-to-end product capabilities and strategies into investment-grade and highly structured product offerings across public and private markets Lead and define the alternative product roadmap based on client needs across a variety of alternative asset classes including private credit, private equity, hybrid capital and insurance Gather client product requirements and translate them into product concepts, solutions and vehicles Analyze and evaluate new product opportunities across various structures – drawdown, feeder, co-investment, evergreen, etc. Lead and oversee the structuring and construction of new products, coordinating product build-out with internal stakeholders and external vendors/service providers Oversee fee structures, fund terms, vehicle design and offering documentation with legal advise provided by internal and external attorneys Lead and manage the end-to-end product launch process Manage new product launch lifecycle from concept through onboarding and distribution Ensure new product offerings meet governance and regulatory standards Manage and own the alternative product shelf Own product performance monitoring, client communications and reporting Serve as the subject matter expert on product structures, features and positioning Maintain product controls, governance and documentation Work closely with investment teams and senior management to align products with client requirements and platform strategy Assist in designing and establishing the advisory platform’s product frameworks, standards and architecture Initially serve as a hands-on individual contributor while building out and leading the product team as the platform grows and scales Contribute to building the advisory platform’s operating model, standards and team culture Requirements: Bachelor’s Degree MBA, JD and/or CFA preferred 10+ years of wealth management or alternative investment product design, development and oversight Demonstrated experience designing, developing and managing full-lifecycle alternative and private market products from conception through product launch Demonstrated full life-cycle product development experience at an alternative investment manager or wealth management platform serving sophisticated UHNW and family office investors Fundamental knowledge of various fund structures, fee models, tax, regulatory and legal requirements and vehicle types associated with alternative products and private market offerings Ability and willingness to serve as a hands-on individual contributor while playing a lead role in building and scaling a robust product team Deep understanding of alternative investment strategies High degree of accountability and ownership Alternative product subject matter expertise with the ability to communicate complex product concepts and structures to internal stakeholders and sophisticated investors Ability to thrive and operate autonomously in a newly launched advisory platform Highly collaborative personality with strong problem solving skills and the ability to be cool under pressure
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Title	Alternative Credit Product Manager – Special Situations (Hybrid Capital)
Categories	Alternative Credit, Alternative Investing, Business Development, Capital Formation, Hybrid Capital, Opportunistic Credit, Product Development, Product Management, Special Situations
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit an Alternative Credit Product Manager (Senior Associate) to act as the chief liaison between investors and the investment team serving as the special situations (hybrid capital, opportunistic credit, etc.) product subject matter expert (SME) and lead product management, content creation and support the entire fundraising cycle. Responsibilities: Act as the chief liaison between investors and the investment team serving as the special situations (hybrid capital, opportunistic credit, etc.) product subject matter expert (SME) Lead product management, content creation and support the entire fundraising cycle Collaborate with the investment team to create bespoke product structures meeting investor requirements Perform market research, competitive positioning and maintain detailed knowledge of the opportunistic credit and hybrid capital ecosystem Advocate to investors how the platform’s special situations, opportunistic credit and preferred and structured equity investments fit within their portfolios and perform through market cycles Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks Engage with institutional investors providing insight on the firm’s capabilities and hybrid capital solutions Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts Create marketing commentary, external communications and through leadership pieces to promote brand awareness Collaborate with private credit and private equity teams to promote underwriting and origination capabilities in investor marketing collateral Maintain and improve data management for content libraries, diligence trackers and investor pipelines Work closely with various internal stakeholders to ensure the smooth rollout of new product offerings Requirements: Bachelor’s Degree CFA and/or MBA a plus 4+ years of opportunistic credit, special situations or hybrid capital product management, business development, capital raising or investor relations experience Demonstrated experience working through an entire fundraising cycle required Advanced understanding of hybrid capital solutions across the capital structure Demonstrated product expertise including preferred and structured equity, mezzanine debt, stretch senior debt, second-lien and HoldCo PIK debt Advanced analytical and research skills Proficiency with PowerPoint, Excel and financial modeling Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment Excellent communication, interpersonal, presentation and business writing skills Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders
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Title	Private Credit Product Specialist – CRE/Real Assets
Categories	Alternative Credit, Alternative Investing, Business Development, Capital Formation, CMBS, Commercial Real Estate, Fundraising, Institutional Investing, Product Development, Product Management
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate Product Specialist to serve as a product expert (SME) between institutional investors and the investment team for the firm’s commercial real estate private credit strategies and lead product management, content creation and support the full fundraising cycle Responsibilities: Serve as the commercial real estate private credit subject matter expert and be the chief liaison between investors and the investment team for the commercial real estate private credit strategies Lead product management, content creation and support the full fundraising cycle Collaborate with the investment team to create bespoke product structures meeting investor requirements Perform market research, competitive positioning and maintain detailed knowledge of the commercial real estate private credit ecosystem Synthesize portfolio-level and loan-level data into clear and concise updates for investor inquiries Advocate to investors how the firm’s commercial real estate private credit investments fit within their portfolios and perform through market cycles Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks Engage with institutional investors providing insight on the firm’s capabilities and commercial real estate credit strategies Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts Create marketing commentary, external communications and through leadership pieces to promote brand awareness Maintain and improve data management for content libraries, diligence trackers and investor pipelines Collaborate with various internal stakeholders to ensure the smooth rollout of new product offerings Requirements: Bachelor’s Degree CFA and/or MBA a plus 4+ years of commercial real estate private credit product management, capital raising, investor or investor relations experience Demonstrated experience working through an entire fundraising cycle required Demonstrated experience supporting fundraising efforts with institutional, private wealth and insurance investors Demonstrated knowledge of commercial real estate debt structures, credit dynamics, and market standards across senior mortgages, mezzanine, preferred equity, and CMBS and SASB Advanced analytical and research skills Proficiency with PowerPoint, Excel and financial modeling Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment Excellent communication, interpersonal, presentation and business writing skills Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders
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