Description:
Support The Development Of New Product Offerings To Help Grow Schroders Greencoat’s Private Markets Platform Globally. You Will Work With The Team To
- Research trends and market intelligence related to the broader energy transition sector and asset management industry
- Evaluate the feasibility, profitability, and investor appetite for new business concepts and product ideas
- Develop the investment thesis for new offerings and create thought leadership and marketing content
Support all aspects of new product launches and capital raising, including:
- Collaborating with other teams (including sales, legal, compliance, finance, operations, and investment teams) to support the structuring and formation of new products and vehicles
- Drafting new product PPMs and responding to RFPs, RFIs, DDQs, and ad-hoc investor due diligence requests
- Creating fund cash flow models, track record analysis, and deal teasers in support of a capital raise
- Project managing investor due diligence and investor onboarding workstreams with internal and external stakeholders
Portfolio Management Support
- Support fund level oversight across Schroders Greencoat’s private markets funds, including through portfolio construction analysis, investment governance processes (e.g. IC papers), investor reporting, and addressing investor queries
- Create materials for and participate in investor meetings and portfolio updates, in conjunction with the investor relations, investment, asset management, and fund finance teams
- Maintain private fund related "source of truth" data (e.g. dry powder, track record, AUM figures, etc.)
Candidate Specification
Preferred Relevant Experience
- 2–4 years of relevant experience in corporate finance, business development or investor relations in a private markets context
- Familiarity with alternative investments, particularly real assets
- Experience working with institutional clients, preferably in fundraising or other financial advisory roles
- Experience of working on RFPs, prospectuses, sales documents, or similar
- Familiarity with investment management operations and back-office systems, as well as an understanding of the regulatory environment within an investment management firm
- Strong technical ability, research skills, attention to detail, and excellent verbal and written communication and presentation skills
Qualifications
- Academic background, with additional accreditations a plus (CFA, CAIA, MBA, or CPA)
- Fluency in a European language in addition to English is preferred