Private Equity Investor Product Strategy, Associate
Core
Prepare marketing and fundraising materials, financial analysis, and investor reporting for Private Equity funds.
Role type
Associate, Investor Product Strategy
Builds
Investor-facing deliverables, pitch books, performance memos, and roadshow materials for prospective and current investors.
Domain
Private Equity / Financial Services
Deliverable
product features
Required skills
Financial analysis, Excel, PowerPoint, data-driven content creation, investor reporting, quantitative analysis
Preferred skills
Content creation, stakeholder coordination, project management
Technologies
Excel, PowerPoint
Responsibilities
Analyze investment reports and financial insights for investors; prepare marketing and fundraising materials including pitch books and presentations; coordinate due diligence requests and investor queries; collect and analyze fund performance metrics; draft presentations for senior management.
Seniority
Associate, entry-level to mid-level IC