Product Specialist - Alternatives £70-80K + bens & bonus
Our client, a highly regarded multi asset Investment firm are expanding their Alternatives Asset Management arm which focuses on creating solutions for the private wealth segment. This includes both launching co-mingled private asset funds, more bespoke solutions and the more extensive use of technology to serve their investors. They have a newly created Product Specialist role to help build the business across the EMEA and APAC regions.
Roles & Responsibilities
Content creation and management: Develop and maintain high quality content tailored to private wealth channels (DD decks, pitch decks, regular portfolio reviews, investment themes). Maintain DDQ / FAQ both for internal and external purposes. Update and manage VDRs.
Compliance: Work with sales and compliance teams to maintain database of jurisdictions where funds can be marketed; ensure marketing documents are compliant with relevant jurisdictions.
Market intelligence: Build day to day intelligence on competitive landscape across alt asset classes (strategies, structures, terms, pricing, features, etc).
Ongoing distribution support: Create content on product, investment and market insights, and updates targeted at the firms’ sales teams and / or to distributors to help drive sales and ongoing relationship support.
Ad hoc distributor requests: Support the preparation of various ad-hoc distributor requests.
Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Experience & Qualifications
Approximately 4+ years’ experience of investment management experience with a strong preference for alternative assets.
Exposure to fundraising (e.g. product specialist, product development, investor relations, business development, marketing and sales) and experience with the development and distribution of regulated funds.
Understanding of private markets asset classes (e.g., Private Equity and Private Debt).
Ideally will also have foundational grasp of all asset classes and macroeconomic trends.
Knowledge of EMEA and/or APAC Private Wealth Market (major channels, regulatory framework, product types, etc.) is a clear plus.
Undergraduate degree with a strong track record of academic achievement, or equivalent relevant work experience. Advanced degree a plus.
Professional certification (e.g., CFA, CAIA) a plus.
Excellent communication, presentation, writing, quantitative skills and detail-orientation.
Dynamic attitude (willingness to hustle to help close prospective investors) and comfortable working in a fast-paced, entrepreneurial, and collaborative setting.
To apply for this exciting role, please send your CV to alex@meredithbrown.com
Ref: AB1293382
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
