Product Associate, Private Equity.

Job Description

Who we’re looking for

We are looking for a dynamic individual with strong experience in private equity, especially in fund development, project management or business development. The person hired will have a strong work ethic with a collaborative approach to working with many people across different businesses. They will need to be well organised and have a problem-solving type approach to the work. There will be high levels of responsibility, multi-tasking and often pressure to deliver in tight timeframes. Good communication skills are essential. This is an excellent opportunity to gain considerable experience in private equity, the development of new funds and mandates, preparing marketing materials, coordinates sales campaigns and ultimately on-boards and services investors when they become clients.

About Schroders

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper. Schroders Capital is responsible for the private assets businesses in Schroders. We have over $70 billion of assets under management and manage assets across multiple asset classes including private equity, private debt, real estate and infrastructure. Schroders Capital Private Equity manages over $20 billion of AUM for clients worldwide across a range of strategies. It has about 200 employees based across North America, Europe and Asia.

The base

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.

The team

The Schroders Capital Private Equity Product and Solutions Management team has responsibility for the development of new private equity funds, supporting new fundraising and working closely with Sales. We work closely with the Legal team, Operations, Sales teams as well Product teams from the other investment areas. We manage new funds from inception, through to launch and the ongoing management and coordination of a fund during fundraising. It requires a versatile skillset which means the work is highly engaging and varied. Schroders Capital Private Equity is based across multiple offices worldwide but the Product Management team is mainly based in Zurich. We work closely with teams based in other countries. This role is going to be primarily working closely with other members of Private Equity based in the UK and focusing on UK business development.

What You’ll Do

• Support on private equity investment trusts, including reporting and investor information
• Prepare and manage competitor information on products and investment strategies, including comparable performance data
• Support the UK sales teams in their business activities, including but not limited to providing information on Schroder Capital’s private equity products, RFPs, dataroom management and handle client information requests
• Review and oversight of sales pipeline and CRM systems (Salesforce) to ensure information is up to date and accurate for management reporting purposes
• Work in close alignment with Investment, Fund Operations and Legal teams for the development and management of private equity funds and mandates
• Preparation of Private Placement Memorandums (PPMs), pitch books and other materials

The role is for a 12 month maternity cover contract but with the possibility for the role to be converted into a permanent role

The Knowledge, Experience And Qualifications You Need

• 3-4 years of experience in private equity, related asset classes or investment fund sales support
• Good understanding of Legal and Operational matters relevant to investment funds
• Good quality university degree and ideally some form of post graduate qualification such as RICS, CFA, MSc
• Good verbal communication skills and ability to form good working relationships internally with colleagues in relevant teams as well as with third-party service providers and investors
• Excellent written skills for client communication and drafting of marketing materials
• Sound financial understanding and at least basic modelling skills

What You’ll Be Like

• Strong attention to detail and accuracy
• Good at working in a team, and with other internal Schroder teams to service clients
• A good communicator – good written English skills
• Flexible, curious and willing to learn, with a strong work ethic
• Self-motivated and demonstrate initiative
• Organised, able to work under pressure, on several priorities at once, and with tight deadlines

We Recognise Potential, Whoever You Are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.