Our client, a highly regarded multi asset Investment firm are expanding their Alternatives Asset Management arm which focuses on creating solutions for the private wealth segment. This includes both launching co-mingled private asset funds, more bespoke solutions and the more extensive use of technology to serve their investors. They have a newly created Product Specialist role to help build the business across the EMEA and APAC regions.
Role & Responsibilities
* Content creation and management: Develop and maintain high quality content tailored to private wealth channels (DD decks, pitch decks, regular portfolio reviews, investment themes). Maintain DDQ / FAQ both for internal and external purposes. Update and manage VDRs.
* Compliance: Work with sales and compliance teams to maintain database of jurisdictions where funds can be marketed; ensure marketing documents are compliant with relevant jurisdictions.
* Market intelligence: Build day to day intelligence on competitive landscape across alt asset classes (strategies, structures, terms, pricing, features, etc).
* Ongoing distribution support: Create content on product, investment and market insights, and updates targeted at the firms’ sales teams and / or to distributors to help drive sales and ongoing relationship support.
* Ad hoc distributor requests: Support the preparation of various ad-hoc distributor requests.
* Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
* Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels
Background & Experience
* Approximately 4+ years’ experience of investment management experience with a strong preference for alternative assets.
* Exposure to fundraising (e.g. product specialist, product development, investor relations, business development, marketing and sales) and experience with the development and distribution of regulated funds.
* Understanding of private markets asset classes (e.g., Private Equity and Private Debt).
* Ideally will also have foundational grasp of all asset classes and macroeconomic trends.
* Knowledge of EMEA and/or APAC Private Wealth Market (major channels, regulatory framework, product types, etc.) is a clear plus.
* Undergraduate degree with a strong track record of academic achievement, or equivalent relevant work experience. Advanced degree a plus.
* Professional certification (e.g., CFA, CAIA) a plus.
* Excellent communication, presentation, writing, quantitative skills and detail-orientation.
* Dynamic attitude (willingness to hustle to help close prospective investors) and comfortable working in a fast-paced, entrepreneurial, and collaborative setting.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.