Overview • Drive innovation in investment product development within a dynamic financial services environment, contributing to strategic initiatives and market-leading solutions. • Collaborate with cross-functional teams to refine product strategies, ensuring alignment with organizational goals and market demands. • Utilize analytical expertise to build robust financial models and optimize product structures for scalability and success. • Engage with senior leadership to present insights and recommendations, driving impactful decision-making processes. • Contribute to the development of institutional-grade investment products that meet rigorous industry standards. • Prepare comprehensive documentation and presentation materials to support product launches and strategic initiatives. • Maintain a proactive approach to managing multiple projects, ensuring timely delivery and exceptional quality. • Leverage your expertise to identify risks and opportunities, optimizing product direction and market readiness. Key Responsibilities & Duties • Conduct in-depth research and analysis to support the design and launch of innovative investment products. • Develop detailed financial models to evaluate fund economics and portfolio construction strategies. • Collaborate with legal, operations, and distribution teams to ensure seamless product implementation. • Translate complex investment theses into clear, actionable product structures and narratives. • Engage with capital formation teams to incorporate investor feedback into product design. • Prepare and present analyses and materials for leadership and investment committees. • Manage multiple concurrent initiatives, ensuring precision and adherence to deadlines. • Identify and address risks, trade-offs, and design considerations impacting product viability. Job Requirements • Bachelor’s degree in Business, Economics, Finance, or related field required. • 1–3 years of experience in asset management, investment banking, or consulting preferred. • Proficiency in financial modeling and advanced analytical techniques essential. • Experience in developing and launching investment products highly desirable. • Exceptional written and verbal communication skills required for effective collaboration. • Strong organizational skills to manage multiple projects and priorities effectively. • Ability to thrive in a fast-paced, dynamic work environment. • Collaborative mindset to work seamlessly with diverse teams and stakeholders.