Associate, Internal Product Specialists (Finance)

TL;DR

Associate, Internal Product Specialists (Finance): Developing marketing materials and conducting data analysis for private equity funds and co-investments with an accent on fund strategy and investor communication. Focus on creating quantitative models, synthesizing due diligence, and generating market intelligence to support business development.

Location: Must be based in New York, NY, United States

Salary: $149,000 - $156,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Prepare custom presentations, quarterly investor letters, and annual reports for prospective and existing clients.
• Develop and maintain product profiles, pitch books, and marketing materials focused on XIG services and performance.
• Analyze quantitative data on fund portfolios, market indices, and macroeconomic indicators to identify risks and opportunities.
• Formulate and communicate investment views, market outlooks, and investment theses.
• Coordinate new fund launches by managing marketing calendars, committee memos, and sales trackers.
• Participate in client meetings to evaluate manager investment strategies using qualitative and quantitative metrics.

Requirements

• Bachelor's degree in Economics, Finance, Engineering, or a related analytical specialty.
• 3 years of experience in investment management or a related analytical role.
• Proven experience designing pitch books and marketing materials for private equity funds.
• Expertise in conducting market research using Preqin and Pitchbook.
• Strong knowledge of private equity, alternative investments, and the investment management industry.
• Ability to travel internationally and domestically up to 20% of the time.

Culture & Benefits

• Professional environment within a top-tier global financial institution.
• Full reimbursement of all business-related travel expenses.
• Commitment to equal opportunity and a diverse, inclusive workplace.