Job Description

Job details:

Key Responsibilities: Provide full life-cycle subject matter expertise, after-sales support, pre-sales engagement, and product management for the bank Alternatives’ globally distributed product set. Act as a central point of contact in unifying and delivering concise, prompt responses for products. Coordinate with Alternatives Research and Management to draft and publish timely analyses of fund offerings for use internal / external use. Coordinate with product delivery channels to ensure high levels of engagement via ongoing PE / RE / HF PM team service offerings; strategic updates; and responses to ad hoc requests for performance updates, follow-on investment opportunities, and other after-sales concerns. Coordinate with external and internal Legal, Compliance, and other teams to manage the limited partnership agreements, for any issues impacting the banks Feeder Funds. Consult regularly with regional sales management to determine regional after-sales requirements and refine existing processes and standards. Craft in tandem with the Alternatives Product Development team and other stakeholders a pre-closing outcome that ensures a long-term unified and executable plan of service delivery across each fund’s full life cycle. Implement Alternatives Guidelines to ensure compliance with all relevant regulatory, internal, and other frameworks governing daily execution of team functions. Plan, execute, and review board meetings and other governance meetings for a range of funds, fund of funds, and internal bank oversight committees. Coordinate with the banks Fund of Funds platform to ensure excellence in support and growth for this rapidly expanding offering. Manage ad-hoc projects as necessary, leveraging input and guidance from multiple internal and external sources
Experience & Skills: 7 to 10 years’ experience with a focus on managed investments, preferably in private equity and/or real estate or Hedge Funds FINRA Series 7 and 66 licensing is preferred (or relevant local regulatory licensing equivalents in this region) Ability to work in a matrix global business across various geographies/cultures and business areas/groups/functions, with internal and external clients and across management levels Preferably experienced with product management and/or investor services Ability to handle multiple tasks effectively and work within tight deadlines Working knowledge of Excel and other Microsoft Office applications Strong interpersonal, communication (written and spoken), and organizational skills
Education Degree Level candidate ideally in Economics, Finance, Accounting, Business, or a related field
sarah@huddlestonjones.com