Private Equity Investor Product Strategy, AVP

The Investor Product Strategy team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business’ funds. The role focuses on financial analysis, investor reporting, developing investor-facing deliverables and performance-related data to support the marketing and content needs of all prospective and current investors in the funds within the Private Equity business.

Requirements

• Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline;
• Strong record of academic achievement and/or professional accomplishment;
• 6+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience;
• Experience managing a team of at least 2 individuals is a plus;
• Strong attention to detail;
• Excellent interpersonal and communication skills, both written and verbal;
• Outstanding organizational skills;
• Strong analytical and quantitative experience;
• Strong work ethic; works effectively in a dynamic team environment and handles multiple projects;
• Highly proficient in Excel and PowerPoint;
• Highly motivated and results oriented;

Benefits

• Comprehensive health benefits, including medical, dental, vision, and FSA benefits;
• Paid time off;
• Life insurance;
• 401(k) plan;
• Discretionary bonuses;