Vice President, Product Specialist
The successful candidate will combine strong investment expertise with commercial acumen and exceptional client-facing skills. This role is ideal for professionals who enjoy working at the intersection of investments, product strategy, and business development.
Key Responsibilities
- Serve as a subject matter expert on private markets (private equity) investment solutions.
- Support fundraising and business development efforts through client meetings, prospect presentations, and diligence discussions.
- Partner with private wealth and institutional sales teams to communicate investment strategy, portfolio positioning, and market insights.
- Conduct portfolio reviews and respond to complex client inquiries.
- Lead product education initiatives for internal stakeholders.
- Monitor industry trends, competitive developments, and investor demand to inform product evolution and go-to-market strategy.
- Oversee preparation of RFPs, investment materials, presentations, and other client-facing content.
- Coordinate cross-functional efforts involving investments, product management, investor relations, operations, and distribution teams.
Qualifications
- 10+ years of experience in investment management, product strategy, investment specialist, investor relations, capital raising, or related client-facing investment roles.
- Deep understanding of private equity investment vehicles.
- Strong knowledge of private wealth distribution and/or institutional fundraising channels.
- Excellent presentation, communication, and relationship management skills.
- Demonstrated investment and analytical capabilities.
- Experience discussing portfolio construction, market outlooks, and investment strategies with sophisticated investors.
- Ability to manage multiple priorities in a fast-paced environment with limited supervision.
- Willingness to travel as needed.
Please apply if interested!
FAQs
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