Product Strategy @ Alternative Asset Management Firm
Coda Search│Staffing - New York City Metropolitan Area
Hiring: Product Strategy @ Alternative Asset Management Firm Company: Coda Search│Staffing Location: New York City Metropolitan Area Job Posted Time: 2026-09-12 12:37:26 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Product Strategy, Wealth Management About the job Experience: •3+ years of experience in product strategy, product specialist, investor relations, private wealth, asset management, investment banking, consulting, or a related role. Required Skills: •Serve as a subject-matter expert on the firm’s alternative investment products, including private equity, private credit, real estate, infrastructure, and other private market strategies. •Partner with the Private Wealth sales team to support client and prospect meetings, product presentations, due diligence sessions, and advisor education. •Develop and maintain product positioning, investment narratives, competitive analysis, pitchbooks, and presentations •Translate complex investment strategies, portfolio information, performance data, and market developments into clear and compelling messaging for wealth management audiences. •Actively facilitate and support launch and ongoing development of new private market products and vehicles designed for the private wealth channel. •Respond to RFPs, DDQs, product inquiries, and ad hoc requests from financial advisors, platforms, consultants, and institutional partners. •Coordinate with Legal, Compliance, Operations, and Product teams to ensure all materials and communications are accurate and compliant. Qualifications: •In-depth knowledge of alternative investments and private markets, ideally including private equity, private credit, real estate, or infrastructure. •Excellent written and verbal communication skills with the ability to articulate sophisticated investment concepts clearly. •Advanced proficiency in PowerPoint and Excel Compensation: •$175,000 - $225,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!