Director of Product Management and Investor Relations

$150,000 - $225,000/Yr

Unclassified - New York, NY

Full-time - Senior

New York, NY

About the position

The Director of Product Management and Investor Relations at Obra Capital, Inc. is a pivotal role that encompasses a wide range of responsibilities related to product management and investor relations for the company's various funds. This position is crucial for devising effective marketing strategies and preparing due diligence materials that are essential for business operations. The individual in this role will have the opportunity to expand their responsibilities in investor relations over time, making it a dynamic and evolving position. The role is designed to support key strategic priorities and offers significant visibility to senior management and investors, making it an influential position within the organization. The ideal candidate will be expected to collaborate on fundraising efforts, ensuring that clients are kept informed through regular updates and that all deliverables are completed in a timely manner. Acting as a primary contact for the business development team, the Director will provide expert investment insights, address any concerns, and guide the team through the due diligence process. This role requires the creation and updating of marketing and due diligence materials, necessitating close collaboration with various internal teams. Additionally, the Director will engage directly with investors and internal teams to articulate strategies and develop materials that support business development efforts. This includes coordinating with different departments to gather and consolidate information for communication materials and investor inquiries. The role also involves conducting continuous market and competitor research to monitor peer performance and industry trends, organizing logistics and presentation materials for investor meetings and conferences, and drafting written communications for investors. The position demands a high level of attention to detail, exceptional organizational skills, and the ability to manage multiple tasks effectively. The Director will also be responsible for identifying market opportunities, executing strategic initiatives, and contributing to effective product launches. Overall, this role is integral to the success of Obra Capital's investor relations and product management efforts, requiring a proactive and motivated individual who can thrive in a fast-paced environment.

Responsibilities

• Collaborate on fundraising efforts and keep clients informed through regular updates, ensuring timely completion of all deliverables.
• Act as a primary contact for the business development team, offering expert investment insights, addressing concerns, and guiding them through the due diligence process.
• Create and update marketing and due diligence materials, working closely with various teams.
• Engage directly with investors and internal teams to articulate strategies and develop materials for business development purposes.
• Coordinate with different departments to gather and consolidate information for communication materials and investor inquiries.
• Develop and maintain content for marketing and due diligence materials, including PPMs, pitch books, fact sheets, and DDQs.
• Conduct continuous market and competitor research, monitoring peer performance and industry trends.
• Organize logistics and presentation materials for investor meetings and conferences.
• Draft written communications for investors, including mass updates and personalized follow-ups.
• Identify market opportunities and execute strategic initiatives, contributing to effective product launches.
• Assist in managing marketing campaigns in specific regions and investor channels.
• Facilitate due diligence processes for new investors.
• Stay updated on industry trends and Obra Capital's product performance, providing market insights to clients and colleagues.

Requirements

• Bachelor's degree required.
• 7+ years of experience working in an Investor Relations capacity at a Hedge Fund, Asset Manager or Similar Financial Institution.
• Knowledge of alternative credit and the insurance industry preferred, based on banking/structuring, investment, portfolio management, and/or marketing experience.
• Experience with private placement memorandums (PPM), pitch books, fact sheets, and due diligence questionnaires (DDQs) for investment vehicles.
• Exceptional attention to detail, placing a high priority on accuracy and organization.
• Strong verbal and written communication skills, ability to communicate effectively with all levels of the organization and represent the Firm professionally.
• Highly motivated with the ability to set priorities, multi-task, and monitor own workload to meet aggressive deadlines.
• Takes initiative and has a strong work ethic, including proactively addressing projects at hand and improving processes.
• Demonstrated experience working in a team environment.
• Highly proficient in Excel, PowerPoint, and Word.
• Ability to manage a team.
• Detail-oriented with the ability to multi-task.
• Highly motivated self-starter with a strong work ethic, ability to meet deadlines and perform under pressure.
• Exceptional relationship skills, able to establish rapport and quickly engender trust and respect with a wide range of individuals.
• Outgoing, collaborative, and inclusive style, well-developed ability to work effectively in a team-oriented environment.
• High energy level displayed within a culture of intensity, accessibility, and availability.
• Problem solver with the ability to research solutions and suggest resolutions.

Nice-to-haves

• Knowledge of alternative credit and the insurance industry preferred.