Vice President, Product Specialist

We are partnered with a leading global private markets investment manager who is looking to bring on a Vice President, Product Specialist to support the continued growth of its private equity platform. This individual will serve as a key partner to distribution, investor relations, and investment teams, helping drive fundraising efforts, strengthen client relationships, and enhance the firm's product positioning across private wealth and institutional channels.

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!