Product Structuring VP

Finatal; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Finatal is partnering with a leading global asset manager to join its Wealth Product Strategy and Development team in the US wealth channel. You will help design evergreen and semi-liquid investment solutions, supporting the design and evolution of offerings for the wealth market.

The role provides exposure across investment, distribution and structuring, with governance and regulatory considerations, enabling long-term career progression within a recognized leader in private markets investing.

Qualifications

• 5+ years of private markets product development experience in asset management
• Experience in scoping and launching private markets pooled products
• Familiarity with US private markets regulations and products (40 Act preferred)

Responsibilities

• Build and manage relationships with key stakeholders across Investment Management, Sales, Compliance, Legal and Risk
• Set and drive complex product development initiatives for the US market
• Advise on new product strategy, regulatory requirements and operational considerations for speed to market

Skills

Private markets product development

Wealth management

Regulatory knowledge

Job description

Location | New York, Chicago, Washington DC and Pennsylvania

RP15315

Finatal is partnered with a leading global asset manager seeking an ambitious individual to join its Wealth Product Strategy and Development team. This is a unique opportunity to operate at the forefront of private markets innovation, supporting the design and evolution of evergreen and semi-liquid investment solutions for the US wealth channel.

The role offers exposure across investment, distribution, and structuring functions within a high-calibre, well-resourced platform, providing a strong foundation for long-term career progression within a globally recognised leader in responsible and private markets investing.

Requirements:

• 5+ years of private market product development experience in asset management environment with proven track record of delivery required; experience in the wealth management market preferred
• Previous experience managing scoping and launch of private markets pooled investment products required; semi-liquid and/or wealth focused evergreen fund structures preferred
• Experience in either private equity or real estate asset classes required; Experience in Private Credit and Infrastructure preferred.
• Familiarity with key US private market fund regulations required, including 40 Act preferred
• Solid investment knowledge across a broad range of investment strategies and the regulatory landscape for private markets in US required

Responsibilities:

• Build and manage strong relationships at all levels with key stakeholders across the business, such as the Investment Management, Sales, Compliance and Risk, Legal, Tax and Operating teams, to promote the effective setting and delivery of product strategy and development.
• Promote client-centric activity aligned with the firms responsible investment focus and the expectations of regulators.
• Set, direct and project-manage the implementation of complex product development, change and ongoing product management activities.
• Advise the business on the considerations for new product strategy and development across a range of areas, including regulatory and legal requirements, potential operational efficiencies and issues, speed to market etc. for the US market.
• Adhere to the governance mechanisms used to manage, approve, prioritize and deliver product development initiatives.
• Maintain an effective balance between efficient delivery and the ability to respond to market opportunities.
• Understand the competitor landscape and use market intelligence to inform product design.
• Understand customer needs in relation to product strategy, development and management ; coordinate third party research into customer insights where necessary and/or liaise with sales to obtain direct client feedback.
• Coordinate relevant product strategy and development initiatives across all private markets asset classes (private credit, real estate, private equity and infrastructure) and all functions including manufacturing, distribution and operational infrastructure via strong project and stakeholder management.
• Act as one of the main points of contact for issues and queries relating to the firms private markets products and the product development process. Work with all areas of the business to help resolve product related issues.
• Work closely with the US-based Product Management & Product Development teams and with the UK based Product Strategy & Development team to support product development activity.