9 дней назад
Private Equity Investor Product Strategy, Associate
110 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Equity Investor Product Strategy, Associate (Private Equity/Investor Reporting): Preparing investment reports, fundraising materials, investor presentations, and fund performance analyses with an accent on financial analysis, investor communications, and cross-functional coordination. Focus on analyzing fund and portfolio-company metrics, responding to investor due diligence requests, and developing data-driven materials for senior management and prospective investors.
Location: Miami, United States
Expected annual base salary: $110,000–$150,000
Company
is an alternative asset manager with investment strategies spanning private equity, real estate, credit, infrastructure, life sciences, growth equity, secondaries, and hedge funds.
What you will do
- Prepare and analyze detailed investment reports for institutional and individual investors.
- Develop and review fundraising and marketing materials, including roadshow presentations, pitch books, performance memos, webinars, and talking points.
- Coordinate investor and distributor due diligence requests with fundraising, deal, finance, and functional teams.
- Collect and analyze fund, portfolio-company, and other performance metrics across internal teams.
- Prepare bespoke fund performance analyses, marketing updates, deal books, and presentations for senior management.
- Support product development and client communications in collaboration with fundraising, marketing, deal, finance, legal, and compliance teams.
Requirements
- Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline.
- 3+ years of experience in finance content creation, investor reporting, transaction services, investment operations, consulting, or a related field.
- Strong analytical, quantitative, organizational, interpersonal, and communication skills.
- Strong attention to detail and ability to manage multiple projects in a dynamic team environment.
- Highly proficient in Excel and PowerPoint.
- Some client-facing or fund-marketing activities may require securities licenses.
Culture & Benefits
- Medical, dental, vision, and FSA benefits.
- Paid time off and life insurance.
- 401(k) plan and discretionary bonuses.
- Potential eligibility for equity and other incentive compensation.
- Equal employment opportunity and reasonable accommodation support.
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