What are the responsibilities and job description for the Investment Product Manager position at Atlas Search?
Job Title:
Product Manager, Evergreen Investment Team - SVP
*Please note that the listed compensation reflects base salary. It does not include the bonus and equity details.
Job Description:
About the Role
Our client, a leading global fintech firm specializing in Alternative markets, is seeking a Senior Vice President to join its Evergreen Investment Funds team. The Product Manager will work closely with a Portfolio Manager responsible for building and managing an evergreen portfolio of direct co-investments alongside a prominent private equity sponsor. This individual will play an integral role in helping grow the firm's evergreen registered fund business by overseeing key aspects of this new fund’s operations, investor relations, marketing, and distribution strategy.
Responsibilities
- Lead marketing efforts for the fund including preparing and maintaining fundraising presentations, portfolio review decks, quarterly calls, and other marketing collateral.
- Work closely with the portfolio manager on the “business of the fund” including distributions, liquidity management, communications with existing and prospective investors, etc.
- Develop relationships with top distribution platforms in the wealth channel.
- Coordinate with internal Legal, Accounting, Fund Admin, Operations, Investor Relations, and Distribution business teams on all aspects of the fund.
- Oversee investor-specific and Board-specific recurring reporting updates.
Company Requirements:
Qualifications
- 10 years of relevant experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
- Able to develop strong and trusted relationships with both internal teams and external clients
- Outstanding organizational and time management skills
- High accuracy and attention to detail
- Excellent written and verbal communication skills
- Professional demeanor with an entrepreneurial attitude and strong sense of ownership
- Bachelor's degree: CFA/CAIA/MBA is a plus
- 6 years of relevant professional work experience
Salary : $200,000 - $250,000