Analyst, Investor Due Diligence
Core
Support product development and create collateral and due diligence materials for investor relations and marketing.
Role type
Associate, Product Management (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, data synthesis, CRM systems, data room platforms
Preferred skills
Alternative asset manager experience, Salesforce, Intralinks
Responsibilities
Develop tailored marketing materials and presentations, manage the due diligence process for new investors, serve as a primary point of contact for sales teams, liaise with internal teams to gather information, coordinate logistics for investor meetings, conduct market and competitor research
Seniority
Junior, individual contributor