Private Equity Investor Product Strategy, Associate
$110,000–$150,000 year
On-site · Miami, Florida, United States
Job Summary
Private Equity Investor Product Strategy, Associate focuses on preparing and analyzing investment reports and marketing/fundraising materials to support the funds within the Private Equity business. Responsibilities include delivering accurate financial insights, compiling and reviewing investor/distributor due diligence requests, coordinating with fundraising, deal, finance, legal and compliance teams, drafting presentations and analyses for senior management, and supporting product development and investor communications. The role emphasizes producing investor-facing deliverables, roadshow materials, talking points, performance memos, and fund performance analyses, leveraging strong Excel and PowerPoint skills, and collaborating across finance and marketing teams to service existing and prospective investors.
Required Qualifications
- Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline
- 3+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience
- Strong attention to detail
- Excellent interpersonal and communication skills, both written and verbal
- Outstanding organizational skills
- Strong analytical and quantitative experience
- Strong work ethic; works effectively in a dynamic team environment and handles multiple projects
- Highly proficient in Excel and PowerPoint
- Highly motivated and results oriented
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.