Private Equity Investor Product Strategy, Associate
Blackstone Restaurant, Miami, FL, United States
Private Equity Investor Product Strategy, Associate
The Investor Product Strategy team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business' funds. The role focuses on financial analysis, investor reporting, developing investor-facing deliverables, and performance-related data to support the marketing and content needs of all prospective and current investors in the funds within the Private Equity business. Key Responsibilities: Prepare and analyze detailed investment reports ensuring accurate and timely delivery of financial insights to investors and collaborating with other internal finance teams to provide data driven support and content for investor relations activities Assist with the preparation and review of marketing and fundraising materials including roadshow and investor event presentations, conference/webinar materials, pitch books, talking points, performance memos, and other messaging/communications Coordinate with the fundraising team, deal team, and other finance and functional groups to collate and review investor/distributor due diligence requests and assist with investor queries Coordinate the collection and analysis of performance metrics of the funds and underlying companies and other portfolio attributes across multiple internal teams and assist in preparation and review of bespoke fund performance analyses Draft presentations and analyses including marketing/fundraising updates, talking points, and deal books for senior management Collaborate with the fundraising and marketing teams, deal teams, finance teams, and legal and compliance teams in supporting product development, existing clients and prospective investors Qualifications: Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline; Strong record of academic achievement and/or professional accomplishment 3+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience Strong attention to detail Excellent interpersonal and communication skills, both written and verbal Outstanding organizational skills Strong analytical and quantitative experience Strong work ethic; works effectively in a dynamic team environment and handles multiple projects Highly proficient in Excel and PowerPoint Highly motivated and results oriented The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion. Expected annual base salary range: $110,000 - $150,000 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion. Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
The Investor Product Strategy team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business' funds. The role focuses on financial analysis, investor reporting, developing investor-facing deliverables, and performance-related data to support the marketing and content needs of all prospective and current investors in the funds within the Private Equity business. Key Responsibilities: Prepare and analyze detailed investment reports ensuring accurate and timely delivery of financial insights to investors and collaborating with other internal finance teams to provide data driven support and content for investor relations activities Assist with the preparation and review of marketing and fundraising materials including roadshow and investor event presentations, conference/webinar materials, pitch books, talking points, performance memos, and other messaging/communications Coordinate with the fundraising team, deal team, and other finance and functional groups to collate and review investor/distributor due diligence requests and assist with investor queries Coordinate the collection and analysis of performance metrics of the funds and underlying companies and other portfolio attributes across multiple internal teams and assist in preparation and review of bespoke fund performance analyses Draft presentations and analyses including marketing/fundraising updates, talking points, and deal books for senior management Collaborate with the fundraising and marketing teams, deal teams, finance teams, and legal and compliance teams in supporting product development, existing clients and prospective investors Qualifications: Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline; Strong record of academic achievement and/or professional accomplishment 3+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience Strong attention to detail Excellent interpersonal and communication skills, both written and verbal Outstanding organizational skills Strong analytical and quantitative experience Strong work ethic; works effectively in a dynamic team environment and handles multiple projects Highly proficient in Excel and PowerPoint Highly motivated and results oriented The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion. Expected annual base salary range: $110,000 - $150,000 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion. Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.