Product Specialist Analyst

AEW Capital Management•Boston, MA

4d•Hybrid

About The Position

This role focuses on supporting fundraising efforts and managing product pipelines. The Product Specialist Analyst will be responsible for maintaining CRM hygiene, tracking fundraising statistics, coordinating product update meetings, and managing data rooms. Additionally, the role involves competitive intelligence, supporting existing investors with information requests and collateral preparation, managing marketing collateral and compliance, and assisting with new product structuring in partnership with Legal and Senior Product Specialists.

Requirements

Bachelor’s degree in Finance, Economics, Business, Marketing, Real Estate, or a related field.
1–3 years of relevant experience preferred, ideally on an internal sales desk or in a comparable institutional sales support, investor relations, business development, or client service role.
Strong recent graduates will also be considered.
Coachable, humble, and team-oriented, with the maturity to take direction, accept feedback, and put in the foundational work required to develop into a senior institutional sales professional over time.
Genuine interest in working with industry data sets and translating raw data into actionable insights and prospect themes.
Understanding of, or strong interest in, institutional fundraising, investor relations, and the investment management industry, with a particular interest in real estate, private markets, private equity, or alternative investments.
Strong analytical and research skills, including the ability to synthesize information into actionable insights.
Excellent written, verbal, and interpersonal communication skills.
Highly organized with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Demonstrated ability to work both independently and collaboratively across teams.
Strong client service orientation and commitment to handling confidential information with discretion.
Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.

Nice To Haves

Experience with CRM platforms such as Salesforce, Juniper Square, Dynamo, DealCloud, or similar systems preferred.
Familiarity with industry databases and research platforms such as Preqin, Burgiss, S&P Global Market Intelligence, Money Market Directory (MMD), WITH Intelligence, or similar resources is a plus.

Responsibilities

Manage RMs CRM hygiene for all products (meeting notes, stages, next steps, etc.)
Assist with maintaining product fundraising statistics as it relates to meetings, touchpoints, outreach, wins/losses, targets
Coordinate product update meeting prep and assist Senior Product Specialist with follow-ups to RMs
Maintain data rooms for accuracy and completeness of materials and users
Build and maintain a structured view of our competitive set (fund launches, capital raised, fee/terms, structures, recent transactions, performance stats)
Produce concise monthly “industry intel” briefs and circulate ad‑hoc insights
Help to maintain a repository of peer materials
Help manage RFPs/DDQs and investor information requests alongside the RFP team; coordinate inputs across Portfolio Management and Fund Operations
Assist with preparing quarterly decks/collateral, talking points and FAQs in partnership with Fund Operations
Maintain a central library of approved materials and talking points
Work with Senior Product Specialist to draft marketing collateral such as, one‑pagers, case studies, and assist with new slide ideas
Route marketing materials through Compliance review
Coordinate prospect approvals (including non‑U.S. marketing) per firm policy
Stay current on marketing‑rule expectations; ensure materials are fair, balanced, accurate, and not misleading
Assist Legal and Senior Product Specialists in evaluating investor‑friendly structures and developing new products