Product Specialist
As a product specialist, you will be responsible for effective client communication, including the coordination of investors' questions and requests relating to the organization and investor accounts. You will act as an interface between the organization and existing as well as prospective clients.
Key Responsibilities
* Take ownership of infrastructure solution storylines and relevant marketing documentation.
* Interface with Private Banking Department regarding infra products.
* Support or take responsibility of third parties, such as placement agents.
* Manage processes related to advisory committee meetings, investor calls, and ad hoc client meetings.
* Prepare final reporting in respect of correct wording for target customer groups.
* Lead Investor Relations communications, including content creation and newsletters/articles in financial publications.
* Participate in internal projects related to product development.
RFP Management
You will take full ownership of the RFP/DDQ process from prospective investors, utilizing a broad set of content items and data gathered and provided in the RFP/DDQs.
* Develop and manage organization's active funds' standard DDQs, handling regular updates and improving efficiency in information sourcing.
* 5 years of experience in Alternative Investments, preferably in Private Equity/Energy Transition Infrastructure, in a company with international orientation.
* 10 years of experience with RFP/DDQ processes and RFP content management.
* Degree in Finance, Business Administration, or equivalent tertiary education.
* Ability to oversee complex work streams, setting priorities and deadlines, and constructively influencing others.
* Understanding of relevant legal frameworks of illiquid funds and experience in handling changes in Fund Documentation is a plus.
* Excellent communication skills, open-minded, and proactive in managing stakeholders.
* Strong process orientation leading to a structured and documented workflow.
* Outstanding organizational skills with hands-on and team player attitude.
* Able to work independently and responsibly, demonstrating a structured approach and reliable way of working.
* Adaptable and flexible in thinking and acting, adjusting behavior to different stakeholders.
* Interest in sustainable energy infrastructure.
* Fluent in English and German is a must, both oral and written; bilingual is a plus.
* Advanced MS Office skills are required.