Position Information

Hiring Manager:

Associate Director

Department:

Global Product Group

Department Overview

The Global Product Group (“GPG”) is a component of the Investor Partners Group (“IPG”) that is responsible for the investor product lifecycle, spanning product ideation and development, product marketing and execution, product management and reporting. The team oversees, manages and seeks to optimize the Firm’s existing suite of investor products. GPG collaborates with Firm leadership and business unit leaders to plan and execute high impact projects such as new fund launches, product extensions, customized separate account vehicles and new multi-product strategic partnerships. The team also serves as the product expert for the Firm’s investor product offerings.

Position Responsibilities

The individual will support IPG’s sales efforts by managing and creating compelling investor marketing materials.

Primary duties and responsibilities include, but are not limited to:

• Updating and ensuring on-time completion for recurring materials (e.g., product pitchbooks, performance updates, webcasts, internal communications)
• Assisting in the creation of new content and materials with a focus on clear visual flow and storytelling
• Develop ad-hoc client deliverables (e.g., custom presentations, exhibits), incorporating feedback and completing approval processes
• Coordinate with Product Materials approvers and Compliance to ensure materials are approved and meet regulatory and jurisdictional requirements
• Analyzing product and investment data to extract insights and integrate them into cohesive narratives that reinforce consistent messaging
• Participating in internal projects that support fundraising and firmwide marketing initiatives

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• At least 2 years of relevant product and / or materials experience at an asset management firm
• Understanding of private debt or fixed income is a plus
• Strong proficiency with Microsoft Office applications, specifically Excel and PowerPoint is required
• Experience with Seismic is preferred
• 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

Critical Competencies for Success

Our Gold Standards define key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. 

• Leadership:  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

• Achieving Results:  Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

• Personal Effectiveness:  Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

• Thinking Critically:  Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge:  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.

• Firm and Product Knowledge:  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.

• Innovation:  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.

• Project / Program Management:  Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.

• Analytics:  Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.

• Data and Content Stewardship:  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.

• Relationship Management:  Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.

Compensation and Benefits

For Illinois and New York Only: It is expected that the base salary range for this position will be $145,000 to $165,000 for a Senior Associate and $115,000 to $140,000 for an Associate. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.