Private Equity Investor Product Strategy
Vice President - Director
$350K - $1, 000 000K
USA & Offshore.
Our trusted Financial Services client is one of the top five the world’s largest alternative asset manager. They are seeking to create positive economic impact and long-term value for investors, the companies invested in, and the communities in which they work.
Our clients' do this by using extraordinary people and flexible capital to help companies solve problems. Thier $two trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global
Job Description:
Our client's Investor Product Strategy Team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business’ fund.
The role focuses on financial analysis, investor reporting, developing investor-facing deliverables and performance-related data to support the marketing and content needs of all prospective and current investors in the funds within the Private Equity business.
Key Responsibilities:
• Prepare and analyze detailed investment reports ensuring accurate and timely delivery of financial insights to investors; collaborate with other internal finance teams to provide data driven support and content for investor relations activities
• Assist with the preparation and review of marketing and fundraising materials including roadshow and investor event presentations, conference/webinar materials, pitch books, talking points, performance memos, and other messaging/communications
• Coordinate with the fundraising team, deal team, and other finance and functional groups to collate and review investor/distributor due diligence requests and assist with investor queries
• Coordinate the collection and analysis of performance metrics of the funds and underlying companies and other portfolio attributes across multiple internal teams; and assist in preparation and review of bespoke fund performance analyses
• Draft presentations and analyses including marketing/fundraising updates, talking points, and deal books for senior-level management
• Collaborate with the fundraising and marketing teams, deal teams, finance teams, and legal and compliance teams in supporting product development, existing clients, and prospective investors
• Provide mentorship and guidance to Analysts and Associates, including assisting with overseeing their day-to-day responsibilities and providing ongoing guidance to ensure alignment with team goals and timelines
• Assume ownership of key stakeholder relationships and core processes, including leading cross-functional coordination and owning complex workstreams end-to-end
Qualifications:
• Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline
• Strong record of academic achievement and/or professional accomplishment
• 8+ years of experience in a content creation related role in finance, investor reporting/relations, transaction services, investment operations, consulting, or other related experience
• Demonstrative experience in managing a team or multiple direct reports
• Previous experience with staffing is a plus
• Strong attention to detail and proficiency in reviewing drafts
• Excellent interpersonal and communication skills, both written and verbal
• Outstanding organizational and project management skills
• Strong analytical and quantitative experience
• Strong work ethic; works effectively in a dynamic team environment
• Highly proficient in Excel and PowerPoint
• Highly motivated and results oriented
The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position.
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.
Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at our clients sole discretion.
Security Licences required and Policy:
• Attending client meetings where you are discussing products and/or and client questions;
• Marketing funds to new or existing clients;
• Supervising or training securities licensed employees;
• Structuring or creating funds/products; and
• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis.
Interested? Please send your Microsoft Word CV to Jonny Scott-Slater, Vish Atari, Joey Polpero or Ashley Armstrong LLM.
E - uswwrecruitment@aol.com
We will contact you by email and arrange a preliminary discussion.
Discretion protection and secrecy are assured at all times.
We are currently invloved in seeking the above mentioned category of professional. We are speaking to candidates in the market using direct approach methodologies.