Product Associate (Private Credit)
Company Summary: Our client is a private investment firm based in Boston, with over $200B in assets under management and over 20 offices globally. They are seeking to hire a Product Associate to focus on supporting the Credit Product Specialist team, working on providing fundraising and marketing support to their Limited Partners.
Responsibilities:
- Supporting the Product Specialist team in the creation and maintenance of investor-facing materials, including pitchbooks, fund profiles, investor reporting, and other marketing content
- Assisting with investor communications, client requests, and the coordination of investor meetings and fundraising activities
- Partnering with investment, distribution, legal, compliance, accounting, and operations teams to support product-related initiatives and ensure accurate information sharing
- Conducting competitor and market research to support product positioning and business development efforts
Qualifications:
- 2-4+ years of experience in investor relations, investment consulting or asset allocation
- Bachelor's degree from a highly regarded institution with a strong academic record
- Credit markets experience, particularly multi-asset or structured credit, preferred
- Strong PowerPoint, Excel, and financial analysis skills
- Excellent written and verbal communication skills
- Highly organized, detail-oriented, and able to manage multiple priorities
- Self-starter with strong interpersonal skills and a collaborative mindset
- Series 7 and 63 licenses preferred (or willingness to obtain within 90 days)
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.