Product Specialist

Selby Jennings; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Selby Jennings is seeking a Product Specialist to bridge investment and client-facing functions in a fast-paced alternative asset management environment. You will analyze portfolio activity, support fundraising, and develop investor materials to communicate the firm’s strategies to current and prospective investors.

The role involves preparing investor decks, coordinating with investment and client-facing teams, and translating complex concepts into clear investor messaging.

Qualifications

• 1-5 years of experience in Private Credit, Direct Lending, Investment Banking, Leveraged Finance, Credit Research, Capital Markets, Structured Finance, or Alternative Asset Management.
• Strong financial analysis and credit underwriting capabilities.
• Excellent written and verbal communication abilities.

Responsibilities

• Develop a deep understanding of assigned investment strategies, portfolio holdings, and performance drivers.
• Partner closely with investment professionals to stay current on new investments, realizations, market developments, and portfolio activity.
• Analyze portfolio performance, investment metrics, and market data to support investor communications.
• Prepare investor presentations, due diligence materials, fundraising decks, and quarterly reporting packages.
• Support responses to investor requests, diligence inquiries, and ad hoc analyses.
• Conduct industry and competitor research to assist with product positioning and strategic initiatives.
• Coordinate across investment, operations, and client-facing teams to ensure consistency and accuracy of information.
• Translate complex investment concepts into concise, investor-friendly messaging.

Skills

Financial analysis

Credit underwriting

Communication

Attention to detail

Portfolio analytics

Multi-tasking

Tools

PowerPoint

Excel

Job description

Our client is a leading alternative investment manager focused on credit-oriented investment strategies. The firm partners with institutional investors and manages capital across a variety of private market solutions, offering employees the opportunity to work alongside experienced investment professionals in a collaborative, high-performance environment.

They are seeking a Product Specialist to serve as a bridge between the investment and client-facing functions of the business. This individual will play a key role in analyzing portfolio activity, supporting fundraising initiatives, developing investor materials, and helping communicate the firm's investment strategies to current and prospective investors.

Responsibilities

Our client is a leading alternative investment manager focused on credit-oriented investment strategies. The firm partners with institutional investors and manages capital across a variety of private market solutions, offering employees the opportunity to work alongside experienced investment professionals in a collaborative, high-performance environment.

They are seeking a Product Specialist to serve as a bridge between the investment and client-facing functions of the business. This individual will play a key role in analyzing portfolio activity, supporting fundraising initiatives, developing investor materials, and helping communicate the firm's investment strategies to current and prospective investors.

• Develop a deep understanding of assigned investment strategies, portfolio holdings, and performance drivers
• Partner closely with investment professionals to stay current on new investments, realizations, market developments, and portfolio activity
• Analyze portfolio performance, investment metrics, and market data to support investor communications
• Prepare investor presentations, due diligence materials, fundraising decks, and quarterly reporting packages
• Support responses to investor requests, diligence inquiries, and ad hoc analyses
• Conduct industry and competitor research to assist with product positioning and strategic initiatives
• Coordinate across investment, operations, and client-facing teams to ensure consistency and accuracy of information
• Translate complex investment concepts into concise, investor-friendly messaging

Qualifications

• 1-5 years of experience in:

  • Private Credit
  • Direct Lending
  • Investment Banking
  • Leveraged Finance
  • Credit Research
  • Capital Markets
  • Structured Finance
  • Alternative Asset Management

• Strong financial analysis and credit underwriting capabilities

• Ability to evaluate investment performance and portfolio-level metrics

• Advanced PowerPoint and Excel skills

• Excellent written and verbal communication abilities

• Strong attention to detail and ability to manage multiple priorities

• Desire to work in a fast-paced, collaborative environment

Highlights

• Unique blend of investing, product strategy, and capital formation
• Significant exposure to senior investment professionals and firm leadership
• Opportunity to become an expert on private market investment strategies
• High-visibility role with meaningful responsibility early in your career
• Excellent long-term growth potential within alternative asset management