Job Description Summary
For over forty years, our client has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As their global firm grows, they continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In their collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
They are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
They are an equal opportunity employer.
You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. There will also be the need for travel.
About the role:
Vice President, Investment Specialist will work to drive the growth of their private credit evergreen solutions in EMEA and APAC. The evergreen solutions include private markets comingled vehicles and separate account opportunities, targeted at private wealth and institutional investors. Responsibilities include working alongside Investor Relations and the Private Wealth team to facilitate new business wins, identifying capability builds that cross-functionally improve the product and identifying adjacencies for new product development. This individual will be responsible for educating and engaging with the global Private Wealth and Investor Relations teams and other internal partners; making pitches to clients and prospects; conducting portfolio reviews with clients and supervising important client responses to ensure quality of submissions.
The ideal candidate is someone who has:
- A strong understanding of private market evergreen vehicles and a deep knowledge of private credit and the private wealth market.
- Excellent presentation and client engagement skills with the ability to tailor information based on the audience.
- Strong relationship management skills to partner closely with fellow Investment and Investor Relations professionals, as well as external prospects and clients.
- Strong investment and analytical competence.
- Strong written skills.
- A high level of maturity and ability to multi-task with little direct supervision.
- An entrepreneurial approach with an ability to be forward-thinking and work without a playbook.
- A desire for travel.
- An understanding of the investment process.
- A strong understanding of quantitative investment measurements and statistical tools.
What you will do:
External responsibilities:
- Support sales, by bringing in-depth vehicle and market expertise to prospect and client meetings.
- Support the Private Wealth and Investor Relations teams in their discussions with private wealth prospects, clients, distribution partners and institutional investors. Demonstrate deep knowledge of the market, product, their capabilities, solution and differentiation.
- Take into account the broader picture; engage externally around a broad range of business and investment topics. Speak with nuance around the investment landscape, client portfolio and market outlook.
- Display creativity and problem solving in proposing solutions to client challenges. Consider the wider business implications and context (complexity, operational impact) in discussions that will result in the optimal outcome for them.
- Deep understanding of key competitors, fundraising and industry trends.
Internal product specialist responsibilities:
- Engage with the Private Client and Investor Relations teams to collect feedback from the market. Synthesize market feedback and competitive intelligence and apply it to product evolution and content development.
- Project manage the sales opportunity set and go-to-market strategy for non-US private credit evergreen products. Act as liaison point for all evergreen collective sales efforts, organized across various teams for the product.
- Partner with the Investor Relations team to serve as the main point of contact to arrange calls/ meetings, follow-ups, comprehensive investment knowledge, identity and address concerns and provide guidance through diligence.
- Educate the Private Wealth and Investor Relations teams on the product and strategy.
- Oversee important RFPs, written collateral, portfolio updates and client responses to ensure the quality of submissions.
Education Preferred:
Strong academic and professional credentials. MBA and / or CFA preferred but not required.
Experience:
10+ years of investment or product roles with a client service orientation. An investment research background is a plus. Must have a blend of product leadership, investment capabilities and commercial sense. Relevant backgrounds include product specialist for liquid products, investment banking, equity analyst, consulting or transaction services experience.
Pay: £120,000.00-£160,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Enhanced paternity leave
- Financial planning services
- Free flu jabs
- Gym membership
- Paid volunteer time
- Private medical insurance
- Sabbatical
- Sick pay
- Transport links
Work Location: Hybrid remote in West End W1B 5AN
