Private Equity Investor Product Strategy, AVP

Overview

Creates investor-facing materials, analyzes fund performance, and supports fundraising.

Key Responsibilities

• investment reporting
• fund structuring
• performance analysis
• marketing materials
• client meetings
• team mentorship

Tasks

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. The Investor Product Strategy team is responsible for the preparation of marketing and fundraising materials and reporting related to each respective business’ funds. -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 -Structuring or creating Blackstone funds/products; and -Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. -Draft presentations and analyses including marketing/fundraising updates, talking points, and deal books for senior management -Provide mentorship and guidance to Analysts and Associates, including assisting with overseeing their day-to-day responsibilities and providing ongoing guidance to ensure alignment with team goals and timelines -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 -Supervising or training securities licensed employees; -Attending client meetings where you are discussing Blackstone products and/or and client questions; -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 -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 -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 -Marketing Blackstone funds to new or existing clients;

Requirements

• 6+ years
• finance degree
• excel
• powerpoint
• team management
• analytical

What You Bring

-Outstanding organizational skills -Experience managing a team of at least 2 individuals is a plus -Strong attention to detail -6+ years of experience in a content creation related role in finance, investor reporting, transaction services, investment operations, consulting, or other related experience -Undergraduate degree in Finance, Marketing, Accounting, Economics, or a quantitative discipline; -Highly motivated and results oriented -Strong record of academic achievement and/or professional accomplishment -Excellent interpersonal and communication skills, both written and verbal -Strong analytical and quantitative experience -Highly proficient in Excel and PowerPoint -Strong work ethic; works effectively in a dynamic team environment and handles multiple projects

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Benefits

$130,000 - $200,000 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.

About Blackstone

-Began as a mergers & acquisitions advisory firm, founded in New York in 1985. -Operates across diverse sectors including real estate, private equity, and infrastructure. -Known for landmark transactions such as the acquisition of the Savoy Group and Merlin Entertainments. -Focuses on projects like building data centers and acquiring commercial properties. -Invests in themes like AI, life sciences, and energy transition under recent leadership. -Operates unique initiatives including in-house media production and employee-ownership programs.

Sector Specialisms