Product Specialist Associate – Client Partnerships

InforCapital, partnership; Fort Worth (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

InforCapital, partnership in Fort Worth, United States, is seeking a Product Specialist Associate for its Client Partnership Group. This role involves supporting investor engagement by responding to inquiries and analyzing portfolio metrics in the context of direct lending.

Qualified candidates should have 3-5 years of experience in investment banking or private credit, with strong skills in PowerPoint and Excel. The position is full-time and is essential for managing deliverables effectively within the team.

Qualifications

• 3-5 years of experience in investment banking, private credit, or direct lending.
• Strong understanding of direct lending and private credit structures.
• Ability to manage deliverables end-to-end.

Responsibilities

• Prepare clear responses to investor inquiries regarding fund performance.
• Analyze key portfolio metrics and monitor direct lending market developments.
• Assist in preparation of quarterly portfolio reports and presentations.

Skills

PowerPoint

Excel

Investment banking

Private credit

Direct lending

Job description

InforCapital, partnership in Fort Worth, United States, is seeking a Product Specialist Associate for its Client Partnership Group. This role involves supporting investor engagement by responding to inquiries and analyzing portfolio metrics in the context of direct lending.

Qualified candidates should have 3-5 years of experience in investment banking or private credit, with strong skills in PowerPoint and Excel. The position is full-time and is essential for managing deliverables effectively within the team.