Credit Product Management Associate

Position Overview

Primary Responsibilities

• Prepare high-quality marketing and fundraising materials (pitch decks, DDQs, RFIs, case studies, portfolio reviews)
• Analyze large data sets to create new content and draft investor responses
• Participate in LP meetings, due diligence sessions, and annual meetings, gaining direct exposure to a broad range of global institutional investors
• Collaborate and coordinate with global Sales team and other members of the Client & Product Solutions team to raise capital from existing and new investors
• Partner with investment teams to articulate strategy positioning, return objectives, risk frameworks, and portfolio construction
• Monitor market trends, investor demand, and competitive dynamics within private credit to inform fundraising efforts and product strategy
• Serve as a key point of contact for existing investors, managing ongoing servicing and responding to ad hoc investor requests in a timely, thoughtful, and high-quality manner
• Support new product launches and strategy extensions by coordinating across investment, legal, compliance, finance, and operations teams

Qualifications & Experience

• Bachelor’s degree with an excellent academic record
• 4-6 years’ experience at an asset management firm and in a client or product focused role
• Working knowledge of finance and credit markets
• Strong writing skillset, including ability to synthesize complex financial concepts
• Strong analytical and quantitative skills
• Strong team player with an entrepreneurial predisposition and excellent interpersonal skills
• Self‐starter with a strong work ethic and a genuine willingness and desire to learn
• Strong project management and follow‐through skills; ability to manage multiple projects
• Capacity to discreetly handle sensitive and confidential information
• Driven, strong passion for self‐development
• Uncompromising integrity and professionalism
• Able to work and communicate with a wide variety of internal and external constituents
• Resourceful; strong organizational skills

Required

• Series 7, Series 63, SIE

Pay Range

$150,000 - $175,000