Customized Portfolio Solutions - Product Strategy Analyst/Associate

📋 Description

• Supporting senior CPS professionals and global sales teams with information on CPS offerings and
• Creating bottoms-up multi-asset and private markets content, including client presentations
• Assisting with new mandates and solutions launches across primaries, co-investments, and
• Managing client-specific follow-up requests and projects, maintaining investor communication, and
• Researching the competitive landscape, investor demand, and market and asset allocation trends
• Building internal relationships and helping prioritize sales and investment team needs

🎯 Requirements

• Bachelor’s degree required
• Working knowledge of private markets, asset allocation, and portfolio construction, with a desire
• Highest-level expertise in PowerPoint and Excel (both technical and aesthetic) for content creation
• Proven ability to manage multiple workstreams in a fast-paced environment, prioritizing effectively
• Strong analytical skills and the ability to think critically across quantitative and qualitative
• Exceptional oral and written communication skills, with the maturity and judgment to engage