We are looking for an experienced private markets professional to join our team of Investment Specialists in London who are tasked with managing the distribution and investor-related activities of UBS Asset Management’s Real Estate & Private Markets (‘REPM’) business.
The REPM Investment Specialist team is responsible for driving sales and client activities across the full range of REPM capabilities and offerings, acting as a bridge between investment teams and client relationship managers.
As a member of the REPM Investment Specialists team, you will work closely with senior investment leadership to implement strategic distribution initiatives, develop effective marketing collateral , coordinate fundraising activities, and manage client relationships.
Key responsibilities
o Manage distribution efforts for new product launches and existing funds, ensuring that client relationship managers are well-equipped with product and asset class information to sell REPM funds and separately managed accounts
o Work closely with institutional, wholesale and wealth management channels to drive new fund and mandate opportunities by contributing to RFPs
o Actively engage with investment teams to create innovative client-oriented sales collateral including pitchbooks, DDQs, track records and other investor collateral and deliver engaging digital campaigns, sales events and roadshows
o Act as the first port of call for all product queries and requests from internal and external stakeholders
o Support onboarding process for new investors in conjunction with operations, fund administrators and client relationship managers
o Prepare for and participate in investor meetings, usually acting as an asset class specialist alongside the portfolio management team