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)
Numbers & Facts
Location
Boston, MA
Skills
Accountingunmatched
Analysis Skillsunmatched
Asset Managementunmatched
Business Developmentunmatched
Communication Skillsunmatched
Competitive Researchunmatched
Consultingunmatched
Data Qualityunmatched
Detail Orientedunmatched
Financial Analysisunmatched
Fundraisingunmatched
Interpersonal Skillsunmatched
Investor Relationsunmatched
Legalunmatched
Market Researchunmatched
Marketingunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Multitaskingunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Presentation/Verbal Skillsunmatched
Product Positioningunmatched
Product Programsunmatched
Product Supportunmatched
Series 7unmatched
Team Playerunmatched
Writing Skillsunmatched
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