Product Marketing

Overview

• Lead the growth of the evergreen registered fund business, collaborating with teams to ensure operational excellence and strategic alignment.
• Develop and manage strategic relationships with distribution platforms in the wealth management channel.
• Coordinate fund operations, investor relations, marketing, and distribution strategies to drive business success.
• Create and maintain marketing collateral, including presentations, quarterly investor call content, and portfolio review materials.
• Collaborate with Portfolio Manager on fund management, distributions, liquidity, and investor communications.
• Ensure seamless execution across legal, accounting, fund administration, operations, investor relations, compliance, and distribution teams.
• Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity.

Key Responsibilities & Duties

• Manage all aspects of fund operations and business growth, excluding investment decisions and external marketing.
• Develop and execute marketing initiatives for the fund, including fundraising presentations and investor call content.
• Build and maintain strategic relationships with distribution platforms in the wealth management channel.
• Coordinate cross-functional collaboration to ensure seamless execution of fund operations and strategies.
• Oversee investor and Board reporting, ensuring accuracy and clarity in deliverables.
• Collaborate with Portfolio Manager on fund management, including distributions and liquidity.
• Drive business growth through strategic planning and operational excellence.

Job Requirements

• Bachelor’s degree required; CFA, CAIA, or MBA preferred.
• 8+ years of experience in financial services, including investment management and private markets.
• Proven ability to build strong relationships with internal teams and external clients.
• Experience with 1940 Act Funds and private markets is a plus.
• Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively.
• Strong attention to detail and accuracy in deliverables.
• Excellent written and verbal communication skills for clear and persuasive messaging.
• Professional demeanor with an entrepreneurial mindset and strong sense of ownership.