Private Equity Investor Product Strategy, AVP
Core
Prepare financial analysis, investor reports, and marketing/fundraising materials for Private Equity funds to support investor relations and fundraising efforts.
Role type
Senior IC product strategy specialist (investor reporting & marketing)
Builds
Investor-facing deliverables, performance memos, pitch books, and roadshow presentations
Domain
Private Equity / Financial Services
Deliverable
product features
Required skills
Financial analysis, quantitative analysis, Excel, PowerPoint, investor reporting, data collation, cross-functional collaboration
Preferred skills
Team management (2+ individuals), content creation in finance
Responsibilities
Analyze investment reports for accuracy and timeliness, prepare marketing and fundraising materials, coordinate due diligence requests, analyze fund performance metrics, draft presentations for senior management, mentor Analysts and Associates
Seniority
Senior, hands-on IC with mentorship responsibilities