Credit Product Support Specialist

Landing Point; Boston (MA); On-site; USD 75,000 - 100,000; Full time

Job summary

Landing Point seeks a Product Support Associate in its Boston office to support the Product Specialist team with investor relations and communications.

The role involves coordinating investor meetings, preparing reports, and coordinating across global distribution and investment teams. Requires 2-4+ years in investment management, and Series 7/63; licensing within 90 days is expected.

Qualifications

• BS/BA from a highly regarded institution.
• 2-4+ years’ experience with an investment management firm, consulting firm, or similar.
• Experience with credit strategies, including multi-asset and structured credit, preferred.
• Creative PowerPoint skills and ability to understand financial statements and performance.
• Series 7 and 63; if not currently licensed, must complete tests in the first 90 days.

Responsibilities

• Provide ad hoc support to senior Product Specialist team, including reviewing and overseeing investor reporting, fund profiles, website content, and pitchbooks.
• Respond in a timely manner to ad hoc client and prospect requests.
• Coordinate with the global distribution sales team and investment teams to schedule and plan investor meetings.
• Liaise with global distribution sales team in product positioning and client engagement for fundraising.
• Support Product Specialist team in internal and external communication of investment strategies and fund updates.
• Develop and maintain relationships across internal stakeholders, including global distribution sales teams, investment teams, legal, compliance, accounting, and operations.
• Prepare and monitor competitor analyses.

Education

BS/BA from highly regarded institution

Tools

PowerPoint

Job description

Landing Point seeks a Product Support Associate in its Boston office to support the Product Specialist team with investor relations and communications.

The role involves coordinating investor meetings, preparing reports, and coordinating across global distribution and investment teams. Requires 2-4+ years in investment management, and Series 7/63; licensing within 90 days is expected.