Product Development - US Wealth Private Assets
Core
Internal representative for Private Asset investment teams, responsible for developing, implementing, and maintaining investment products for the US Wealth market across private/alternative/illiquid asset classes.
Role type
Associate Director, Product Management (Private Assets)
Builds
Private/Alternative/illiquid investment products (e.g., non-traded BDCs, interval funds, feeder vehicles, separately managed accounts) for US Wealth clients.
Domain
US Wealth, Private Equity, Alternative Investments, Fund Administration
Required skills
Product strategy development, Fund structuring (BDCs, interval funds, feeder vehicles), Regulatory compliance (US 40 Act, Section 3(c)(7)), Financial modeling, Market research, Cross-functional stakeholder management, Project management
Preferred skills
CFA designation, European and/or APAC product solutions experience
Technologies
Advanced Excel
Responsibilities
Evaluate product concepts against client demand and regulatory requirements; Draft investment product proposals and term sheets; Project manage and socialize fund launches; Shepherd products through governance processes; Collaborate with Client Portfolio Managers, Legal, Compliance, and Investment teams; Research product trends and innovations.
Seniority
Senior, hands-on IC with leadership responsibilities