Job Responsibilities
Product Development
- Implement end-to-end Alternatives product vehicles across the full landscape of offerings from institutional direct company investments, private funds, and retail registered funds (e.g. UCITS, Interval funds, etc.).
- Identify appropriate operating model, internal support functions, and service providers to streamline and scale the platform.
- Focus on business, regulatory, operational, and technical product streams, and work with stakeholders to define and develop requirements.
- Work with multiple organizations and stakeholders to obtain consensus on scope, approach, features, and functionality.
- Gather, document, and prioritize input from users and stakeholders for future functional changes, identifying short term and long-term solutions.
- Coordinate and communicate launch/roll out activities.
Product Oversight
- Post product launch, service as a primary point of contact as needed for all non-investment related matters.
- Navigate internal teams and manage external partners to help maintain the control environment.
- Support the execution of the day-to-day agenda of each product including designing & supplying reporting, implementing controls, and communicating results.
- Lead ongoing initiatives to enhance existing products including the onboarding of new third-party managers, service providers, etc.
- Partner with stakeholders to act as a liaison between sales, governance, operations, legal, risk, and compliance teams and internal technology and vendors for ongoing initiatives.
Required qualifications, capabilities and skills
- 7+ years of relevant experience.
- Experience in the alternative investments industry particularly with hedge funds and private credit.
- General familiarity with assets classes & instrument types including equities, bonds, loans, structured products, and derivatives.
- General knowledge of the 1940 Act and European fund regulation as well as regulatory reporting requirements in respective jurisdictions.
- A good understanding of daily NAV funds and related service provider functions including custody, prime brokerage, and fund accounting.
- Comfort working closely with stakeholders including sales, portfolio management, legal, compliance, risk, operations, etc.
- Excellent communication skills across both technical and business areas
- A passion for problem solving and improving the portfolio manager and client experience.
- High attention to detail, strong organizational skills, and exemplary analytical skills.
- Intellectually curious with a desire to identify and implement innovation.
- Ability to prioritize and handle multiple job-related duties including day to day tasks and project work in a deadline-oriented environment.
- Ability to think critically while effectively managing and finding resolutions to complex situations independently.
- Bachelor’s degree in accounting, Economics, or Finance.
Preferred qualifications, capabilities and skills
- Financial services designations such as CFA, CAIA, CPA a plus
- Hands-on working experience with scripting languages & data analysis tools including Python, VBA, and Tableau.