You are a strategic thinker passionate about driving solutions in Private Credit Client Advisory. You have found the right team.
As a Private Credit Client Advisory Professional within our Private Credit team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will produce and review regular reporting and commentary on client portfolios focused on Private Credit. In this role, you will help support business development by creating compelling marketing presentations and assist senior team members with ad-hoc tasks and client deliverables. You will also prepare materials for portfolio reviews with existing clients and contribute to high-profile projects and business initiatives. Your responsibilities include responding to client queries and formal Requests for Proposal, collaborating with various teams to support data enrichment and automation efforts, and enhancing sales and marketing processes through data-promoten solutions. You will interpret complex financial data and market information to provide client insights. Maintaining an outstanding work ethic and commitment to success is essential, as is anticipating team needs and proactively addressing questions.
Job Responsibilities
Produce and review regular reporting and commentary on client portfolios focused on Private Credit.Help support business development by creating compelling marketing presentations.Support senior team members with ad-hoc tasks and client deliverables.Assist in preparing materials for portfolio reviews with existing clients.Contribute to and take ownership of high-profile projects and business initiatives.Respond to client queries and formal Requests for Proposal.Collaborate with various teams to support data enrichment and automation efforts.Enhance sales and marketing processes through data-driven solutions.Interpret complex financial data and market information for client insights.Maintain outstanding work ethic and commitment to success.Anticipate team needs and proactively address questions.Required qualifications, capabilities and skills
Hold a Bachelor’s or Master’s degree with at least 4 years of experience as an Investment Specialist or Client Advisor.Should have experience within private credit or fund of funds.Demonstrate proficiency in Excel, PowerPoint, and Python.Focus on complex tasks with strong attention to detail.Exhibit strong analytical skills for interpreting financial data.Show outstanding work ethic and commitment to success.Display a proactive mindset and ability to anticipate team needs.Understand investment risk and return statistics.Communicate effectively in written and verbal formats.Collaborate across teams to drive business results.Take ownership of projects and deliverables.Preferred qualifications, capabilities and skills
Experience in private credit or fund of funds.Advanced proficiency in Python and Excel.Strong project management skills.Experience with data automation and enrichment.Excellent presentation and marketing skills.Ability to interpret investment risk and return statistics.Proven ability to work in a fast-paced, client-focused environment.