Private Market Product Management, Investment Solutions, Analyst/Associate, Wealth Management
Core
Support product management activities for Alternative Investments platforms (hedge funds, private equity, private credit, real estate) within Wealth Management's Investment Solutions group.
Role type
Associate/Analyst Private Market Product Management
Builds
Alternative investment products and solutions for eligible Wealth Management clients
Domain
Wealth Management / Alternative Investments
Deliverable
product features
Required skills
Alternative investments knowledge, fund launch support, offering document coordination, policy maintenance, asset manager relations, strategic initiative contribution
Preferred skills
3-5 years financial services experience, product management for private markets, Microsoft Office proficiency (Word, PowerPoint, Excel)
Responsibilities
Develop subject-matter expertise in Alternative Investments products; Support fund launches and setup activities; Coordinate updates to offering documents and marketing materials; Participate in product review and technology committees; Maintain policies and procedures; Serve as point of contact for asset managers on prospectus and contract reviews