Private Credit, Investment Services Associate

Job description

Tasks

• Develop and maintain a comprehensive range of investment materials, including fund marketing, new product launches, materials, performance presentations, thematic content, and sales support materials.
• Development of compelling and differentiated product messages to position strategies competitively against peers
• Communication about specific market events and product milestones
• Collaborate with the Private Markets Solutions team to ensure that management information about the company is designed and collected in a way that enables insights to be gained.
• Ensuring that service and product materials are targeted and of the highest quality
• Identifying opportunities and initiating projects where investment services can add value for portfolio managers, sales teams, and companies
• Ensuring that the latest fund data, analyses, and messages are included in all materials
• Act as an ambassador for investment services internally and as a positive role model for younger team members

Requirements

• Completion of a degree in a relevant field required
• CFA, CIMA, or IMC qualification preferred but not required
• 3+ years of experience in client service or content creation within the industry and a solid understanding of private markets and/or institutional asset management
• Ability to collaborate effectively with senior members of asset and investment management to support sales priorities
• Excellent communication skills, both written and verbal
• Good organizational and time management skills
• Ability to work independently and make effective decisions
• Strong analytical skills with good attention to detail and accuracy

Compensation and Benefits

• Anticipated base salary range: $100,000 - $150,000 USD
• Comprehensive benefits package, including:
• Competitive vacation entitlements
• Pension/401k
• Life and long-term disability insurance
• Group life insurance
• Short-term savings programs
• Additional benefits depending on location, such as private health insurance, discounted gym memberships, and pet insurance

Work environment and culture

• Inclusive work environment that focuses on quality of opportunity
• Ways to make a difference through charitable and global initiatives
• Professional development and continuing education
• Offering activities such as participation in charity committees and taking vacation time for charitable activities