Investment Strategy, Private Markets - Vice President
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Investment Strategy, Private Markets - Vice President: Expanding private markets coverage and translating private market research into actionable insights for advisors, clients, and internal stakeholders with an accent on private equity, venture, private credit, infrastructure, real estate, and secondaries. Focus on building differentiated investment viewpoints, creating scalable client-facing thought leadership content, and partnering across Product, Research, Due Diligence, Distribution, and Client Solutions.
Company
provides a private markets platform and client engagement for advisors and investors.
What you will do
- Conduct in-depth research and analysis across private equity, venture, private credit, infrastructure, real estate, secondaries, and other alternative strategies.
- Develop differentiated viewpoints on private markets, including market trends, portfolio construction considerations, and investor adoption patterns.
- Translate investment data and industry developments into advisor education materials, presentations, white papers, market commentaries, and client-facing content.
- Partner with the Alternative Distribution team to support advisor engagement, strategic client conversations, educational events, and business development opportunities.
- Serve as a subject matter expert in client meetings, advisor education sessions, conferences, webinars, and internal training.
- Monitor industry trends, fund flows, regulatory developments, and competitive dynamics; leverage internal/external data and AI-enabled research methodologies to improve research efficiency and scalable content creation.
Requirements
- 8+ years of experience in private markets, alternative investments, asset management, investment strategy, or investment research.
- Deep expertise across private market asset classes, including private equity, private credit, infrastructure, and real estate.
- Strong analytical and quantitative skills to synthesize complex datasets into clear investment insights.
- Experience using investment data platforms and technology-enabled research tools; familiarity with AI-driven research and analytics is highly desirable.
- Proven ability to translate investment research into compelling client-facing content and advisor education materials.
- Excellent written, verbal, and presentation skills; ability to communicate complex investment topics to sophisticated audiences.
Culture & Benefits
- Office work Monday–Thursday with flexibility to work remotely on Friday.
- Compensation includes base salary, equity for full-time employees, and an annual performance bonus.
- Comprehensive benefits: employer-matched retirement plan, subsidized healthcare, 100% employer-paid dental and vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off (PTO).
Hiring process
- Interviews focused on investment strategy/private markets expertise and ability to translate research into client-facing materials.
- Discussions with cross-functional stakeholders (e.g., Investment Strategy, Product/Research, Distribution/Client Solutions) to assess collaboration and communication.
Location: New York, New York, United States
Salary: $160,000–$200,000 base
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