CareerPlan

Associate, Credit Secondaries, Investor Relations & Product Management

New York, NY, USFull-time$120k–$140k2026-10-30 → 2026-11-10
On-site · United States

Core

Support product development, fundraising, marketing strategy, and investor relations for Credit Secondaries funds, separately managed accounts, and co-investment opportunities.

Role type

Associate, Product Management and Investor Relations

Builds

Marketing materials (PPMs, pitch books), investor reports, and due diligence content for credit secondaries vehicles

Domain

Private Credit / Alternative Investments

Deliverable

product features

Required skills

Strategic orientation, analytical skills, written communication, verbal communication, Excel, PowerPoint, Salesforce, Intralinks

Preferred skills

Knowledge of private credit, secondaries, or alternative investment strategies

Responsibilities

Create marketing and due diligence materials (PPMs, pitch books, DDQs); Maintain core marketing and investor materials; Prepare quarterly/annual investor reports; Liaise across functions to synthesize information; Conduct market and competitor research; Coordinate investor meeting logistics; Support due diligence and onboarding for new investors

Seniority

Associate, 3+ years experience