Private Equity Product Strategy

Atlas Search; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Atlas Search is seeking an AVP/VP for its Investor Product Strategy team in the United States. This role involves preparing detailed investment reports, managing the creation of marketing materials for investors, and collaborating with various internal teams. Candidates should have over six years of relevant experience in finance and investor relations, strong analytical skills, and proficiency in Excel and PowerPoint. Strong interpersonal skills and attention to detail are essential. Join a dynamic team focused on providing superior investor communications.

Qualifications

• 6+ years of experience in a content creation-related role in finance.
• Demonstrative experience in managing a team or multiple direct reports.
• Strong analytical and quantitative experience.

Responsibilities

• Prepare and analyze detailed investment reports for accurate delivery to investors.
• Assist with preparation and review of marketing materials.
• Coordinate investor due diligence requests and assist with queries.

Skills

Attention to detail

Interpersonal skills

Project management

Analytical skills

Communication skills

Excel proficiency

PowerPoint proficiency

Education

Strong record of academic achievement

Tools

Excel

PowerPoint

Job description

Private Equity Investor Product Strategy, AVP/VP

Job Description:

The Investor Product Strategy team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business’s funds.

The role focuses on financial analysis, investor reporting, developing investor‑facing deliverables, and performance‑related data to support the marketing and content needs of all prospective and current investors in the funds within the Private Equity business.

Key Responsibilities:

• Prepare and analyze detailed investment reports, ensuring accurate and timely delivery of financial insights to investors; collaborate with other internal finance teams to provide data‑driven support and content for investor relations activities
• Assist with the preparation and review of marketing and fundraising materials, including roadshow and investor event presentations, conference/webinar materials, pitch books, talking points, performance memos, and other messaging/communications
• Coordinate with the fundraising team, deal team, and other finance and functional groups to collate and review investor/distributor due diligence requests and assist with investor queries
• Coordinate the collection and analysis of performance metrics of the funds and underlying companies and other portfolio attributes across multiple internal teams, and assist in the preparation and review of bespoke fund performance analyses
• Draft presentations and analyses, including marketing/fundraising updates, talking points, and deal books for senior‑level management
• Collaborate with the fundraising and marketing teams, deal teams, finance teams, and legal and compliance teams in supporting product development, existing clients, and prospective investors
• Provide mentorship and guidance to Analysts and Associates, including assisting with overseeing their day‑to‑day responsibilities and providing ongoing guidance to ensure alignment with team goals and timelines
• Assume ownership of key stakeholder relationships and core processes, including leading cross‑functional coordination and owning complex workstreams end‑to‑end

Company Requirements:

• Strong record of academic achievement and/or professional accomplishment
• 6+ years of experience in a content creation‑related role in finance, investor reporting/relations, transaction services, investment operations, consulting, or other related experience
• Demonstrative experience in managing a team or multiple direct reports
• Previous experience with staffing is a plus
• Strong attention to detail and proficiency in reviewing drafts
• Excellent interpersonal and communication skills, both written and verbal
• Outstanding organizational and project management skills
• Strong analytical and quantitative experience
• Strong work ethic; works effectively in a dynamic team environment
• Highly proficient in Excel and PowerPoint