Private Equity Investor Product Strategy, Associate

Key Responsibilities

• 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
• 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
• Collect and analyze 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

Qualifications

• Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline
• Strong record of academic achievement and/or professional accomplishment
• 3+ 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
• Strong work ethic; works effectively in a dynamic team environment and handles multiple projects
• Highly proficient in Excel and PowerPoint
• Highly motivated and results oriented

Pay

Expected annual base salary range: $110,000 - $150,000

Benefits

• Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• Paid time off
• Life insurance
• 401(k) plan
• Discretionary bonuses