Private Credit Product Associate

*Client is a credit-focused asset manager

Role Overview

We are looking for a professional with strong analytical and communication skills to join a dynamic investment platform. This individual will bridge the gap between investment professionals and client-facing teams, ensuring accurate, timely, and insightful information flows across the organization. The role combines market knowledge, portfolio awareness, and presentation skills to support both internal decision-making and external client engagement.

Key Responsibilities

• Develop a deep understanding of the firm’s investment approach, portfolio construction, and the broader credit market landscape.
• Act as a key liaison between investment teams and distribution professionals, providing real-time visibility into transactions and portfolio developments.
• Coordinate responses to ongoing and ad hoc data requests from stakeholders, including detailed portfolio analytics and market commentary.
• Contribute to the preparation of client-facing materials, such as investor updates, presentations, marketing decks, offering documents, and RFP/DDQ responses.
• Support investor calls, periodic reporting cycles, and thought-leadership initiatives including case studies and white papers.
• Utilize in-house technology and analytical platforms to streamline workflows and enhance reporting capabilities.

Qualifications

• 3–5 years of experience in investment banking, asset management, or a related financial services environment, ideally with exposure to private credit or credit underwriting.
• Strong communication skills with the ability to distill complex investment ideas into clear, concise messaging for both internal and external audiences.
• Advanced proficiency in Excel and comfort with financial modeling; familiarity with business intelligence and automation tools a plus.

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