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Job Type:
Direct Hire
Remote Status:
Compensation:
$115,000 - $145,000 / yr
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Responsibilities
Job Summary The candidate will play a key role in supporting the day-to-day management of existing products and strategies, focusing on operations, investor due diligence and onboarding, financial analysis, research, client presentations, and marketing/client services. They will also contribute to the development of new product strategies and collaborate with various corporate teams, including portfolio management, finance, legal, performance, research, and marketing/client services.
Primary Responsibilities
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Oversee performance, capital flow, allocations, and operations for the company’s product strategies.
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Model cash flow scenarios and create financial analyses using centralized data.
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Maintain critical investment data, trendlines, and themes in collaboration with portfolio management and finance teams.
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Develop presentation decks, analyses, and memorandums for senior management and investors.
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Support the marketing, investor onboarding, and client servicing of product strategies in coordination with distribution teams, trustees, and fund administrators.
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Draft responses for investor/consultant due diligence and reporting requests.
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Ensure product operational compliance and risk management processes are upheld.
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Conduct competitive analyses, review industry trends, and work on special projects.
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Assist in designing and implementing new product strategies.
Qualifications
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Bachelor’s degree with a minimum GPA of 3.3 required.
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3+ years of experience in real estate, finance, product management, or related fields (1-2 years with an MBA or master’s degree in a business-related field).
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Highly organized with meticulous attention to detail and exceptional communication and writing skills.
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Strong interest in a dynamic, complex field with evolving opportunities and players.
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High proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
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Demonstrated ability to work with data sets to produce clear, concise charts and tables.
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Self-starter with a strong work ethic, integrity, and collaborative mindset.
Location and Compensation
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Base location: New York.
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