Product Management and Investor Relations VP
A global investment management firm is seeking a Vice President of Product Management to join its Private Wealth Solutions team, focusing on private credit strategies. This role supports investor relations, product development, and marketing efforts. This person will help shape product positioning, manage client communications, and collaborate across teams to deliver a seamless investor experience.
Main Responsibilities
- Support the launch and expansion of private credit products, including a BDC and '40 Act fund.
- Create and maintain marketing materials such as pitch decks, fact sheets, and portfolio updates.
- Prepare presentations and commentary for client and prospect meetings.
- Manage investor due diligence and onboarding processes.
- Respond to RFPs, DDQs, and information requests from sales teams and clients.
- Coordinate with internal teams to gather and synthesize product and performance data.
- Conduct market and competitor research to inform product strategy.
- Assist in developing thought leadership and marketing content.
Key Qualifications
- Bachelor's degree with strong academic performance.
- 5-7 years of experience in investment management, product development, or investor relations.
- Experience with private credit, BDCs, and '40 Act funds preferred.
- Strong written and verbal communication skills.
- Analytical mindset with excellent project management abilities.
- Proficiency in Excel, PowerPoint, and CRM platforms (e.g., Salesforce).
- Detail-oriented, organized, and proactive.
- Strong interpersonal skills and ability to work cross-functionally.
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