Private Credit Product Specialist - CRE/Real Assets

Fusion Staffing Partners; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Fusion Staffing Partners seeks a Senior Associate Product Specialist to act as the product expert between institutional investors and the investment team for CRE private credit strategies, leading product management, content creation and fundraising support.

The role requires CRE debt knowledge, strong analytical and communication skills, and the ability to collaborate with stakeholders to deliver compelling investor materials and bespoke product structures.

Qualifications

• Bachelor's degree required; CFA or MBA a plus.
• 4+ years in CRE private credit product management or investor relations.
• Experience fundraising through full cycle with institutional investors.
• Deep knowledge of CRE debt structures and market standards.
• Strong analytical, research and modeling skills; proficient in PowerPoint and Excel.
• Excellent communication and collaboration with stakeholders.

Responsibilities

• Serve as SME between investors and the investment team for CRE private credit.
• Lead product management, content creation and fundraising cycle.
• Create bespoke product structures with the investment team.
• Produce marketing collateral (RFPs, DDQs, pitchbooks).
• Maintain investor updates and diligence trackers.
• Engage institutional investors to promote capabilities.
• Collaborate with internal stakeholders for new product rollouts.
• Support strategic account planning and fundraising objectives.

Skills

Product management

Investor relations

Fundraising

Analytical skills

Communication

Project management

Education

Bachelor's degree

CFA/MBA

Tools

PowerPoint

Excel

Financial modeling

Job description

Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate Product Specialist to serve as a product expert (SME) between institutional investors and the investment team for the firm's commercial real estate private credit strategies and lead product management, content creation and support the full fundraising cycle

Responsibilities:

• Serve as the commercial real estate private credit subject matter expert and be the chief liaison between investors and the investment team for the commercial real estate private credit strategies
• Lead product management, content creation and support the full fundraising cycle
• Collaborate with the investment team to create bespoke product structures meeting investor requirements
• Perform market research, competitive positioning and maintain detailed knowledge of the commercial real estate private credit ecosystem
• Synthesize portfolio-level and loan-level data into clear and concise updates for investor inquiries
• Advocate to investors how the firm's commercial real estate private credit investments fit within their portfolios and perform through market cycles
• Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks
• Engage with institutional investors providing insight on the firm's capabilities and commercial real estate credit strategies
• Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts
• Create marketing commentary, external communications and through leadership pieces to promote brand awareness
• Maintain and improve data management for content libraries, diligence trackers and investor pipelines
• Collaborate with various internal stakeholders to ensure the smooth rollout of new product offerings

Requirements:

• Bachelor's Degree
• CFA and/or MBA a plus
• 4+ years of commercial real estate private credit product management, capital raising, investor or investor relations experience
• Demonstrated experience working through an entire fundraising cycle required
• Demonstrated experience supporting fundraising efforts with institutional, private wealth and insurance investors
• Demonstrated knowledge of commercial real estate debt structures, credit dynamics, and market standards across senior mortgages, mezzanine, preferred equity, and CMBS and SASB
• Advanced analytical and research skills
• Proficiency with PowerPoint, Excel and financial modeling
• Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment
• Excellent communication, interpersonal, presentation and business writing skills
• Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders