Associate, Product Specialist

About the role

Position Information Hiring Manager: Managing Director, Head of Product Specialist Department: Global Product Group Department Overview The Global Product Group ("GPG") is a component of the Investor Partners Group ("IPG") that is responsible for the investor product lifecycle, spanning product ideation and development, product marketing and execution, product management and reporting. The team oversees, manages and seeks to optimize the Firm's existing suite of investor products. GPG collaborates with Firm leadership and business unit leaders to plan and execute high impact projects such as new fund launches, product extensions, customized separate account vehicles and new multi-product strategic partnerships. The team also serves as the product expert for the Firm's investor product offerings. Position Responsibilities The Associate will be responsible for providing key portfolio metrics to prospective and existing investors. Primary duties and responsibilities include, but are not limited to: Handling investor driven data requests throughout the diligence phase of the fundraising process Ensuring consistent portfolio analytics and reporting Assisting in routine updates of investor messaging and materials, including performance updates, investor communications related to fund offerings and standard diligence materials Collaborating with departments across the Firm to source product and portfolio information in order to respond to investor requests Ensuring that all client materials meet the highest quality standards and satisfy all specified business requirements Candidate Requirements Qualifications & Experience: Bachelor's degree required 2+ years of relevant experience at a financial institution, investment manager or related business Intermediate Excel skills are required Strong interpersonal, verbal and written communication skills Outstanding attention to detail with excellent organizational and problem-solving skills Ability to take initiative and work independently while demonstrating strong collaboration Ability to multi-task, problem solve and adapt to changing priorities Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm. Firm and Product Knowledge: Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's structure and competitive advantage in the marketplace. Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology. Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions. Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions. Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking app