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Financial Services Client

Product Specialist

  • New York, NY or Chicago, IL
  • Full Time

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Office Status: Hybrid

Salary: $500,000 – $650,000


  • Support the firm’s fundraising efforts by providing data analytics to clients
  • Respond to information requests from current and prospective clients.
  • Utilize data across the Firm and portfolio investments to create bespoke reports and to draft responses to investor inquiries.
  • Become an expert in fund offerings
  • Understand the details of the client’s investment products and articulate them in spoken and written communication
  • Participate in and / or lead client conversations regarding our fund offerings and their performance including quarterly performance update calls and on-site due diligence meetings
  • Contribute to new product launches.


  • Minimum 8 years of investment management experience specifically focused on credit products, with at least 3 years in a client-facing role
  • Knowledge of private credit strategies including BDCs, CLOs and private funds
  • Ability to engage in detailed investment discussions