Private Equity Investor Product Strategy, AVP

Blackstone • Miami, FL

2d

About The Position

The Investor Product Strategy team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business’ funds. The role focuses on financial analysis, investor reporting, developing investor-facing deliverables and performance-related data to support the marketing and content needs of all prospective and current investors in the funds within the Private Equity business.

Requirements

• Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline
• Strong record of academic achievement and/or professional accomplishment
• 6+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience
• Strong attention to detail
• Excellent interpersonal and communication skills, both written and verbal
• Outstanding organizational skills
• Strong analytical and quantitative experience
• Strong work ethic; works effectively in a dynamic team environment and handles multiple projects
• Highly proficient in Excel and PowerPoint
• Highly motivated and results oriented

Nice To Haves

• Experience managing a team of at least 2 individuals is a plus

Responsibilities

• Prepare and analyze detailed investment reports ensuring accurate and timely delivery of financial insights to investors and collaborating with other internal finance teams to provide data driven support and content for investor relations activities
• Assist with the preparation and review of marketing and fundraising materials including roadshow and investor event presentations, conference/webinar materials, pitch books, talking points, performance memos, and other messaging/communications
• Coordinate with the fundraising team, deal team, and other finance and functional groups to collate and review investor/distributor due diligence requests and assist with investor queries
• Coordinate the collection and analysis of performance metrics of the funds and underlying companies and other portfolio attributes across multiple internal teams and assist in preparation and review of bespoke fund performance analyses
• Draft presentations and analyses including marketing/fundraising updates, talking points, and deal books for senior management
• Collaborate with the fundraising and marketing teams, deal teams, finance teams, and legal and compliance teams in supporting product development, existing clients and prospective investors
• Provide mentorship and guidance to Analysts and Associates, including assisting with overseeing their day-to-day responsibilities and providing ongoing guidance to ensure alignment with team goals and timelines

Benefits

• comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• paid time off
• life insurance
• 401(k) plan
• discretionary bonuses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees