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

The Private Equity Product Analyst role at Schroders involves supporting the development and management of new private equity funds, particularly in the US market. This position requires collaboration with various teams, including Business Development, Sales, Investment Management, and Legal, to ensure effective fundraising and client servicing. The role is dynamic and engaging, offering opportunities to work on marketing materials, manage investor relationships, and contribute to the overall success of private equity initiatives.

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.
• Strong attention to detail and accuracy.
• Good at working in a team, and across teams within Schroders to service clients.
• Fluent in English.
• A good communicator - 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 range of $110,000 to $120,000.
• Hybrid working model with a requirement to be in the office 3 days per week.