Associate, Private Equity Investor Product Strategy

Job Summary

Our client is seeking an Investor Product Strategy Associate to support the development of investor-facing materials and reporting across private equity funds. In this role, you will focus on financial analysis, investor reporting, and the creation of marketing and fundraising deliverables.

Job Function

• Prepare and analyze detailed investment reports ensuring accurate and timely delivery of financial insights to investors and collaborating with other internal finance teams to provide data-driven support and content for investor relations activities
• Aid in 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
• Collaborate 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 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

Requirements

• Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline
• Strong record of academic achievement and/or professional accomplishment
• 5-10+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience
• Strong attention to detail
• Excellent interpersonal and communication skills, both written and verbal
• Outstanding organizational skills
• Strong analytical and quantitative experience
• Highly proficient in Excel and PowerPoint
• Highly motivated and results-oriented