Alternative Investments Product Specialist

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Summary

Seeking a Product Specialist for the Alternative Investments Team!


Company Information:

A leading alternatives intermediary distribution platform.


Job Description:

 

• Initiate and execute new client relationships within RIAs and RIA aggregators on the West Coast (NorCal, Pacific NW)

• Develop expertise on all firm investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information

• Prepare presentations and materials for client meetings

• Coordinate and execute tailored product launch strategies

• Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients

• Assist in the planning and execution of roadshows and conferences

• Assist in the creation of product marketing collateral

• Work alongside the sales team on client pitches, product positioning and sales campaigns

• Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding

• Special projects and additional responsibilities to be determined based on capacity, skill, and interest


Requirements / Qualifications:

• 5-10+ years of internal and/or external sales experience in the alternatives space

• Bachelor’s degree in business, economics, finance, or a related discipline required

• Exceptional organizational and interpersonal skills

• Impeccable written and verbal communication skills

• Self-starter who takes initiative and learns quickly in a fast-paced environment

• Strong commitment to continuous professional development and improvement of the team

• Excellent client service aptitude and attitude

• Excellent working knowledge of Microsoft Suite and Salesforce

• Series 7 and 63 required

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