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Product Specialist Analyst - Hedge Fund

Our Client is seeking a dynamic and organized Analyst to join the Investor Relations team in the New York office. The role is a hybrid IR and analytical role where you will act as the extension of the portfolio manager to clients. You are expected to be the product subject matter expert in the space and able to answer technical product related questions as well as sell clients as to why they should continue to invest in the fund.

  • Act as the product subject matter expert for the fund strategy. This role is a technical IR position and this hire will act as an extension of the Portfolio Management Team to their clients
  • Gather insights and understand client needs, attitudes and emotions to design and/or position products, services and capabilities
  • Proactively meet with alternative investment and structured product money managers so clients can have access to timely strategies
  • Lead cross functional initiatives, working with key partners in finance, marketing communications, operations, legal, supervision
  • Synthesize data, identify opportunities, make recommendations and create a plan to deliver experiences that meet client needs
  • Expand our current offering through new product development, expanded research tools, and investment insights
  • Manage multiple downstream systems in order to insure a seamless client experience (including proposal systems, performance reporting, client statements, and websites)

  • Graduate with a bachelor’s degree; 1-3 years of Investor Relations, Investment Banking/Financial or Consultant experience preferred
  • Credit hedge fund or PE experience preferred
  • Experience working with marketing materials, fundraising and /or decks
Whitecap Search
Salary Range
$66,000.00 - 124,000.00
per Year
Salary range estimated by
New York, NY 10261, US