Vp, Product Specialist (Private Credit)

Dartmouth Partners is delighted to be working with one of the most prominent debt investors ($100bn+ AUM) as they seek to add a VP-level Product Specialist in New York to support their junior capital/mezzanine debt investment strategy.

The Product Specialist team is responsible for the development and positioning of the Private Credit business. This team is responsible for all activities related to strategy development and positioning of the overall business, as well as playing an integral role in fundraising, marketing, and ongoing investor relations activity. This team works closely with the firm’s generalist sales force, in a range of activities that includes creating and updating both product and thought leadership materials, running analytical outputs to help facilitate investor inquiries, and providing support throughout the full sales and investor relations client lifecycle.

Responsibilities:

• Perform special projects for senior management on an as-needed basis. Projects may address numerous areas of the business including finance, new products, and marketing.
• Lead the completion of investor information and diligence requests (RFIs, RFPs, DDQs);
• Support the continued development of marketing materials (e.g. flipbook, data and performance analytics, market environment/opportunity set, etc.);
• Maintain data and presentation materials for all investor updates (including portfolio overviews, investment details, risk reports) for existing institutional and retail investors;

What we’re looking for:

• Excellent technical and quantitative skills required to address analytical investor inquiries and due diligence (seamless in PowerPoint and Excel, and strong overall quantitative ability)
• Ability to create/develop best-in-class marketing materials, presentations, investor collateral, while leveraging technical product knowledge and market insights
• 5+ years of experience in a product specialist, IR, or fundraising role within a private credit firm, investment consultant, or placement agent

Hybrid work schedule:

4 days in-office (Mon-Thurs), 1 day from home (Fri)