Analyst/Associate, Product Management and Investor Relations
Core
Supporting product development and investor relations by creating marketing collateral, managing due diligence, and preparing materials for client meetings.
Role type
Associate, Product Management and Investor Relations
Builds
Investment products and marketing collateral for institutional clients and private investors
Domain
Alternative asset management (credit, real estate, private equity)
Deliverable
product features
Required skills
Investment management, investor relations, investment banking, consulting product management, market research, CRM systems, data room platforms
Preferred skills
Alternative asset manager experience, Salesforce, Intralinks
Technologies
Excel, PowerPoint, Word, Salesforce, Intralinks
Responsibilities
Develop and manage tailored marketing materials and presentations; Prepare pitch decks, fact sheets, portfolio updates, and market commentary; Manage the due diligence process for new investors; Serve as a primary point of contact for sales teams addressing investor questions; Liaise with internal teams to gather information for investor communications; Conduct market and competitor research to inform product positioning.
Seniority
Associate, entry-level to mid-level IC