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Product Specialist

Title Principal, Private Equity Product Strategist
Categories Alternative Investment Management, Business Development, Capital Formation, Fundraising, Private Equity, Product Development, Product Management, Product Specialist
Location New York, NY
Job Information

Our elite global Private Equity client is seeking to recruit a lateral Principal, Product Strategist with majority control buyout strategy expertise to own the product strategy narrative, oversee workflow, manage and  mentor a team of junior business development resources and serve as the chief liaison and product subject matter expert between investors and the investment team for private equity and equity-focused fund products.

Responsibilities:

  • Serve as the chief liaison and product subject matter expert between investors and the investment team for private equity and equity-focused fund products
  • Own the product strategy narrative and oversee workflow
  • Manage, mentor and train junior business development junior resources
  • Lead the design of marketing and fundraising materials, DDQs, RFPs and pitch materials
  • Lead private equity product development and product management
  • Perform market research, content development and product positioning across equity strategies, continuation vehicles and co-investments
  • Serve as the senior product resource for the business development team
  • Provide commercial expertise to support business development, fundraising and strategic planning initiatives
  • Work closely with finance, operations, legal and compliance teams on new product execution
  • Develop market commentary and thought leadership pieces and support external communications and brand building strategies
  • Maintain content libraries and consistently improve data management systems

Requirements:

  • Bachelor’s Degree
  • MBA or CFA preferred
  • 8+ years of private equity or alternatives product strategy experience
  • Control buyout private equity strategy experience required
  • Demonstrated experience managing, training and mentoring junior resources
  • Demonstrated ability to support investor relations, business development and capital raising
  • Expertise in private equity markets, fund structures and co-investments
  • Advanced analytical and market research skills
  • Advanced technical financial skills including financial modeling
  • Demonstrated experience creating marketing, pitch and fundraising materials
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Title VP Credit Product Specialist – Direct Lending/Private Credit
Categories Alternative Credit, Alternative Investing, Alternative Investment Management, Business Development, Capital Formation, Fundraising, Investor Relations, Marketing, Private Credit, Product Management, Product Specialist
Location New York, NY
Job Information

Our elite global Alternative Investment Fund client is seeking to recruit a VP Product Specialist to serve as a “generalist” on the business development team and lead product management initiatives for across the firm’s direct lending and private credit investment strategies.

Responsibilities:

  • Serve as a “generalist” on the business development team and lead product management initiatives for across the firm’s direct lending and private credit investment strategies
  • Oversee product positioning, conduct market research and create content various private credit strategies and vehicles including CLOs, rated notes, BDCs and SMAs
  • Collaborate closely with investment teams to refine and tweak product structures to better align with client requirements
  • Remain consistent and aware of the private credit competitive landscape including market conditions and product trends
  • Develop and recommend commercial insights to support strategic account planning, business development/sales objectives and fundraising initiatives
  • Create fundraising and marketing materials, pitchbooks, RFPs and DDQs
  • Serve as a subject matter expert on the firm’s private credit/direct lending strategies with investors
  • Author market commentary, develop thought leadership pieces and external communications content to increase the firm’s brand awareness
  • Collaborate with teams across the firm to ensure effortless execution of new products
  • Maintain and develop data management processes and systems for content libraries, investor pipelines and diligence trackers

Requirements:

  • Bachelor’s Degree
  • 6+ years of private credit / direct lending product management, business development, fundraising, capital raising or investor relations experience
  • Advanced research and analytical skills
  • Subject matter experience of private credit / direct lending strategies
  • Knowledge of various alternative investment strategies such as hybrid capital, real estate credit and asset-based lending strongly preferred
  • Demonstrated ability to present to and communicate strategies with sophisticated institutional investors
  • Advanced communication, interpersonal, presentation and business writing skills
  • Highly motivated and detail oriented with the proven ability to thrive in a lean and fast-paced environment
  • MBA or CFA preferred
Apply Now


Title VP Private Credit Product Specialist – Alternative Investment Fund
Categories Alternative Credit, Alternative Investing, Alternative Investment Management, Business Development, Capital Formation, Fundraising, Investor Relations, Marketing, Private Credit, Product Management, Product Specialist
Location New York, NY
Job Information

Our elite global Alternative Investment Fund client is seeking to recruit a VP Product Specialist to support product management and business development objectives and serve as a “generalist” private credit/direct lending subject matter expert (SME) acting as the chief liaison between the investment team and firm’s direct lending and private credit institutional investor clients.

Responsibilities:

  • Support product management and business development objectives and serve as a “generalist” private credit/direct lending subject matter expert (SME) acting as the chief liaison between the investment team and firm’s direct lending and private credit institutional investor clients
  • Oversee product positioning, conduct market research and create content various private credit strategies and vehicles including CLOs, rated notes, BDCs and SMAs
  • Collaborate closely with investment teams to refine and tweak product structures to better align with client requirements
  • Remain consistent and aware of the private credit competitive landscape including market conditions and product trends
  • Develop and recommend commercial insights to support strategic account planning, business development/sales objectives and fundraising initiatives
  • Create fundraising and marketing materials, pitchbooks, RFPs and DDQs
  • Serve as a subject matter expert on the firm’s private credit/direct lending strategies with investors
  • Author market commentary, develop thought leadership pieces and external communications content to increase the firm’s brand awareness
  • Collaborate with teams across the firm to ensure effortless execution of new products
  • Maintain and develop data management processes and systems for content libraries, investor pipelines and diligence trackers

Requirements:

  • Bachelor’s Degree
  • 6+ years of private credit / direct lending product management, business development, fundraising, capital raising or investor relations experience
  • Advanced research and analytical skills
  • Subject matter experience of private credit / direct lending strategies
  • Knowledge of various alternative investment strategies such as hybrid capital, real estate credit and asset-based lending strongly preferred
  • Demonstrated ability to present to and communicate strategies with sophisticated institutional investors
  • Advanced communication, interpersonal, presentation and business writing skills
  • Highly motivated and detail oriented with the proven ability to thrive in a lean and fast-paced environment
  • MBA or CFA preferred
Apply Now