Position Summary:
We are seeking a Product Specialist to join our Client Partnership Group as our client is at an exciting point in it's evolution as an industry leader in Alternative Credit. This role will be tasked specifically with enhancing the growth of our client's Portfolio Finance platform, a rapidly growing segment within Private Debt. They will play a pivotal role in capital raising and client service as they sit at the intersection of distribution and investment management. The Product Specialist will collaborate with both groups to and ensure product messaging is consistent, compelling, and well-understood. The ideal candidate will demonstrate the ability to think commercially and strategically while also being hands-on in the creation and maintenance of marketing and client service materials. This role will report directly to the Chief Operating Officer of the Client Partnership Group.
Key Responsibilities:
- Collaborate with the sales and marketing teams to create compelling product presentations, pitch books, client reports, RFPs and other client-facing materials
- Product Advocacy: Become the subject matter expert on our client's Direct Lending strategy, articulating the investment philosophy, process, and performance to both internal and external stakeholders
- Market Intelligence: Monitor industry trends, competitor products, and market demand to help position our client's Direct Lending strategy effectively
- Content Creation: Work with the investment and marketing teams to help develop insightful content, including white-papers, articles, and commentary, highlighting the firm's credit expertise
- Client Interaction: Interact with clients and prospects addressing product related inquiries and requests
- Feedback Loop: Act as a conduit between clients/prospects and the investment team, relaying feedback and market insights that can improve messaging and content
Qualifications:
- Bachelor's degree required; MBA, CFA, or other relevant advanced degree preferred.
- Minimum of 5 years of experience in credit oriented financial markets, ideally with a background in, alternative investments, consulting, banking or allocating for a LP
- Understanding of the capital raising process and the elements that are needed at each phase to be successful
- Excellent verbal and written communication skills
- Exceptional appreciation for the importance of detail
- Proficient in Microsoft office products, specifically PowerPoint and Excel. Note, during the interview process the candidate will be asked to leverage Microsoft tools to prepare a short marketing-oriented presentation on a specific topic related to the financial markets
- Team player with the ability to collaborate with multiple departments and stakeholders
- A desire to grow in their careers via a strong work ethic and willingness to compete every day
