Senior Associate (or Associate), Product Materials
$145,000–$165,000 year
On-siteChicago, Illinois, United States or New York, United States
Job Summary
Manage and create compelling investor marketing materials, including recurring pitchbooks, performance updates, and webcasts. Develop ad-hoc client deliverables such as custom presentations and exhibits, ensuring clear visual flow and storytelling. Coordinate with approvers and Compliance to secure regulatory and jurisdictional approvals for all content. Analyze product and investment data to extract insights that reinforce consistent messaging across fundraising and firmwide initiatives. Support the Global Product Group's sales efforts by maintaining on-time completion for all recurring materials while leveraging AI tools for day-to-day efficiency.
Required Qualifications
- Bachelor's degree
- At least 2 years of relevant product and / or materials experience at an asset management firm
- Strong proficiency with Microsoft Office applications, specifically Excel and PowerPoint
- Understanding of private debt or fixed income
- Outstanding organization and project management skills, particularly with respect to managing time-sensitive requests
- Exceptional attention to detail with excellent organizational and problem-solving skills
- Ability to take initiative and work independently while demonstrating strong teamwork
- Strong interpersonal, verbal and written communication skills
- Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
- Demonstrates an understanding of the Firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape
- Monitors industry trends and changes and recognizes their relevancy and implications to the Firm
- Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's structure and competitive advantage in the marketplace
- Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology
- Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions
- Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions
- Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them
- Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices
- Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams
Desired Qualifications
- Experience with Seismic
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