Private Markets Solutions Strategist
Core
Develop launch and marketing plans for private markets products and provide client-facing support including presentations, pitches, and due diligence for private markets portfolios.
Role type
Senior IC private markets solutions strategist
Builds
Private markets products and client-facing communications
Domain
Financial services / Private markets / Private credit
Deliverable
product features
Required skills
Private markets asset class knowledge, private credit experience, macroeconomics understanding, market research, client communication, portfolio positioning analysis, regulatory compliance
Preferred skills
Portfolio management experience, CFA or CAIA designation, graduate degree in Business/Economics/Finance
Technologies
Bloomberg, Aladdin
Responsibilities
Develop launch and marketing plans for private markets products, Provide client-facing support including presentations and due diligence, Research market and client trends for private markets strategies, Communicate with portfolio managers and analysts on asset classes and opportunities
Seniority
Senior, hands-on IC