Product Specialist - Alternatives
Product Specialist - Alternatives

Product Specialist - Alternatives

City of London Full-Time No home office possible
Go Premium
CFA Institute

Our client, a highly regarded multi‑asset investment firm, is expanding their Alternatives Asset Management arm focused on creating solutions for the private wealth segment. This includes launching co‑mingled private asset funds, more bespoke solutions, and the extensive use of technology to serve their investors. They have a newly created Product Specialist role to help build the business across the EMEA and APAC regions.

Role & Responsibilities

  • Content creation and management: Develop and maintain high‑quality content tailored to private wealth channels (DD decks, pitch decks, regular portfolio reviews, investment themes). Maintain DDQ / FAQ for internal and external purposes. Update and manage VDRs.
  • Compliance: Work with sales and compliance teams to maintain a database of jurisdictions where funds can be marketed and ensure marketing documents are compliant with relevant jurisdictions.
  • Market intelligence: Build day‑to‑day intelligence on the competitive landscape across alternative asset classes (strategies, structures, terms, pricing, features, etc).
  • Ongoing distribution support: Create content on product, investment and market insights, and updates targeted at the firm’s sales teams and/or distributors to help drive sales and maintain relationships.
  • Ad hoc distributor requests: Support the preparation of various ad‑hoc distributor requests.
  • Information security: Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
  • Data protection: Ensure full compliance with all local data protection regulations and privacy controls, and raise any related issues via the appropriate channels.

Background & Experience

  • Approximately 4+ years of investment‑management experience with a strong preference for alternative assets.
  • Exposure to fundraising (e.g., product specialist, product development, investor relations, business development, marketing and sales) and experience with the development and distribution of regulated funds.
  • Understanding of private‑markets asset classes (e.g., private equity and private debt).
  • Ideally will also have a foundational grasp of all asset classes and macroeconomic trends.
  • Knowledge of the EMEA and/or APAC private‑wealth market (major channels, regulatory framework, product types, etc.) is a clear plus.
  • Undergraduate degree with a strong track record of academic achievement, or equivalent relevant work experience. An advanced degree is a plus.
  • Professional certification (e.g., CFA, CAIA) is a plus.
  • Excellent communication, presentation, writing, quantitative skills and detail orientation.
  • Dynamic attitude (willingness to hustle to help close prospective investors) and comfortable working in a fast‑paced, entrepreneurial, and collaborative setting.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.

#J-18808-Ljbffr

CFA Institute

Contact Detail:

CFA Institute Recruiting Team

Product Specialist - Alternatives
CFA Institute
Location: City of London
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>