Financial Services Client
Office Status: Hybrid
Salary: $500,000 – $650,000
Responsibilities:
- 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.
Qualifications:
- 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