Capital Formation Product Associate - Credit

Coda Search│Staffing; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Coda Search│Staffing represents a leading global investment management firm sourcing a Product Associate in New York. The role spans fundraising, investor engagement, product development, and cross-functional strategic projects.

The candidate should bring strong analytical capabilities, a deep interest in credit investing, and experience in alternative asset management or investment banking environments. Collaboration across teams is essential.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related discipline.
• Strong financial modeling, analytical, and quantitative skills.
• Experience producing investor presentations and fundraising materials.

Responsibilities

• Act as liaison between investment platform and external stakeholders for investor requests and due diligence.
• Coordinate preparation of fundraising materials and LP requests.
• Support capital raising by providing product expertise and managing deliverables.
• Create and enhance investor-facing collateral (presentations, fund overviews, performance reports).
• Produce periodic investor communications and market updates.
• Evaluate investment performance, portfolio exposures, and market dynamics to inform product positioning.
• Collaborate with Investments, Client Relations, Operations, Legal, Compliance, and Finance to execute projects.

Skills

Financial modeling

Analytical skills

PowerPoint

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Coda Search│Staffing represents a leading global investment management firm sourcing a Product Associate in New York. The role spans fundraising, investor engagement, product development, and cross-functional strategic projects.

The candidate should bring strong analytical capabilities, a deep interest in credit investing, and experience in alternative asset management or investment banking environments. Collaboration across teams is essential.