Private Equity Product Analyst

$110,000 - $120,000/Yr

Schroders - New York, NY

Full-time - Mid Level

Hybrid - New York, NY

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

About Schroders: We're a global investment manager. We help institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients and society prosper. The Base: We are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Private Equity Product Analyst be in the office 3 days per week. This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business. The Team: The Schroders Capital Private Equity Product Management team has responsibility for the development of new private equity funds, supporting new fundraising and working closely with Sales, Investment Management, Legal, Operations, as well as Product teams from the other investment areas. We manage new funds from inception, through to launch and the ongoing management and coordination of a fund during fundraising. It requires a versatile skillset which translates into work that is highly engaging and varied. Schroders Capital Private Equity is based across multiple offices worldwide. The Product Management team is primarily based in Zurich, Switzerland but we also have a team member in London. We work closely with colleagues in other teams based in countries across the globe. Position Overview: We are looking for a dynamic individual with 3-5 years of experience in private equity, especially in fund development, project management, or business development. The person hired will have a strong work ethic with a collaborative approach to working with many people across different businesses. They will need to be well organized and have a problem-solving approach to the work. There will be high levels of responsibility, multi-tasking, and often pressure to deliver in tight timeframes. Good communication skills are essential. This is an excellent opportunity to gain considerable experience in private equity, the development of new funds and mandates, preparing marketing materials, coordinating sales campaigns, and ultimately onboarding and servicing investors when they become clients.

Responsibilities

• Support product business development efforts for the US market, including an evergreen private equity tender offer fund.
• Work closely with the Business Development and Sales teams to support fundraising efforts as well as client enquiries, RFPs, and data room management.
• Lead on the development of marketing efforts and new materials for new funds, including initiatives to help promote private equity funds across institutional investors and wealth management partners.
• Work in close alignment with Investment Management, Fund Operations, and Legal teams for the development and management of other private equity funds and mandates.
• Prepare private placement memorandums (PPMs), pitch books, and other materials.
• Prepare competitor information on products and investment strategies, including comparable performance data.
• Review and oversight of sales pipeline and CRM systems (Salesforce) to ensure information is up to date and accurate for management reporting purposes.

Requirements

• 3-5 years of experience in private equity, related asset classes, or investment fund sales support.
• Good understanding of Legal and Operational matters relevant to investment funds.
• Good quality university degree and ideally some form of post-graduate qualification such as MBA, CAIA, CFA, MSc.
• Good verbal communication skills and ability to form good working relationships internally with colleagues in relevant teams as well as with third-party service providers and investors.
• Excellent written skills for client communication and drafting of marketing materials.
• Sound financial understanding and at least basic modelling skills.
• Passion for Private Equity.
• Execution oriented with strong attention to detail and accuracy.
• Good at working in a team, and across teams within Schroders to service clients.
• Fluent in English with good written English skills.
• Flexible, curious, and willing to learn, with a strong work ethic.
• Self-motivated and demonstrate initiative.
• Organized, able to work under pressure, on several priorities at once, and with tight deadlines.

Benefits

• Base salary in a range of $110,000 to $120,000 for this position.