Associate/ Senior Associate/VP – Alternative Investment Product Development

September 26, 2024 Rockwood Search

Job Identification Number: 1001

Qualified candidates, please attach resume when applying.

Top tier Investment Manager has multiple openings within Product Development. The Alternative Investment Product Development Team, based in New York. collaborates with Portfolio Management, Distribution, Senior Management and various internal stakeholders on the development and implementation of investment products in an effort to support the firm’s overall business strategy and key strategic initiatives. The Team manages new products through the entire product lifecycle from the idea generation stage through the approval process and ultimately to successful operational launches across multiple asset classes and vehicle structures.

Responsibilities include:

Working collaboratively with Investment Teams, Distribution & Marketing, Legal & Compliance, and Operations to execute new product launches, mergers/strategy transitions, liquidations, and provide ongoing support to the product platform.
Leading the design and execution of new products and enhancements to existing products.
Building and maintaining financial models to determine the short- and long-term viability new product initiatives.
Project Management of new product launches (idea generation, market research and development of business case), platform enhancements and rationalizations, and managing internal approvals.
Conduct market research and analyses on competitor funds, performance, and global investment trends using various fund databases to support product development initiatives and also support presentations to Senior Management to assess marketplace viability.
Assist supporting the existing product line to ensure commercial success and provide ongoing support to platform that evolves in response to Investment Team strategic initiatives and /or regulatory changes.

Qualifications:

Broad understanding of the asset management industry in either a product development, business strategy, marketing, or product management role, as well as thorough knowledge of the markets and investment management products. In general, the ideal candidate must possess a balance of commercial awareness, project management capabilities, and business analysis skills.
Strong financial modeling experience.
Private Market Fund Structure experience is a must at the senior associate and above level.
Candidate should be energetic, self-starter and team-oriented who thrives in a dynamic environment.
Experienced professional who understands how to navigate a global organization, communicates clearly, gains consensus, and supports time-sensitive product initiatives.
Strong analytical skills, attention to detail and ability to manage projects independently.
Effective communication and presentation skills. Demonstrated ability to write effectively.
Strong proficiency in Excel and PowerPoint.
Experience with databases such as Morningstar, Strategic Insight Simfund, or Evestment, a plus.

Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Alternative Investment Product Development” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.