ШвейцарияAssociate - Private Debt Evergreen Solutions
3 дн. назад
ШвейцарияMiddle
product managementinvestor relationsproject management
Responsible for ongoing product management and investor relations activities for evergreen private debt products with a focus on project execution and cross-functional coordination.
Обязанности
- Take ownership of defined product management and investor relations responsibilities for Private Debt Evergreen products, supporting the products across their lifecycle and serving as a central point of coordination for relevant internal stakeholders.
- Own key product-related materials and information, ensuring that product documentation, data and client-facing materials remain accurate, consistent and up to date in collaboration with the relevant specialist teams, including the monthly update and distribution of marketing presentations and fact cards.
- Contribute to the international distribution and operational framework for the evergreen products, working closely with relevant teams and stakeholders across different markets, including on recurring processes such as fee payments and lock-up tracking.
- Manage and coordinate product-related initiatives independently, establishing timelines, coordinating cross-functional workstreams, tracking deliverables and proactively driving issues toward resolution.
- Identify and implement process improvements across evergreen product-related activities, with a particular focus on efficiency, scalability, controls and reliability.
- Coordinate interns and other support resources contributing to product-related projects and recurring processes, ensuring effective allocation of resources and timely completion of work.
Требования
- Master’s degree in finance, Economics, Business Administration or a related discipline preferred.
- Five or more years of relevant experience in financial services, ideally in private debt/private markets, investment product management or a related field.
- Good understanding of private debt and investment products; experience with evergreen structures is a plus.
- Strong product and project management skills, with the ability to take ownership and drive initiatives independently.
- Excellent written and verbal communication skills, with the ability to communicate complex information clearly and effectively across different audiences.
- Strong interest in operational processes, process improvement and marketing-related topics.
- Ability to use AI tools effectively to improve productivity, processes and quality of output.
- CFA, CAIA or similar professional qualifications are a plus.
- #LI-EO1
- Candidates must be at least 18 years old to apply.
- Developing People at
Другое
- We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
- is seeking a highly motivated and detail-oriented professional to join its Private Debt Client Solutions & Services Evergreen team, responsible for the ongoing product management and investor relations activities for the firm’s evergreen private debt products. This is an exciting and visible role at the center of ’s private debt business, offering broad exposure to the private debt platform and senior professionals across the firm.
- The role has a strong product management, project management and execution focus, with exposure to investor relations activities. The successful candidate will take ownership of defined areas of the evergreen product platform and independently drive projects and initiatives from inception through implementation. This includes coordinating product-related workstreams, overseeing ongoing product requirements and processes, and working closely with colleagues across Business Development, Investments, Portfolio Management, Legal & Compliance, Monitoring & Reporting, Marketing and other areas of the firm.
- The position is well suited to a mid-level professional who is comfortable working independently, taking ownership and driving projects forward. The ideal candidate will combine a strong understanding of investment products with project management capabilities, attention to detail and an interest in operational processes and marketing-related topics.