Alternative Investment Product Specialist, Due Diligence - Assistent Vice President/Vice President

At Equi, our mission is to bring people what we believe to be the most uncorrelated Alternative Investment opportunities.
We believe that true balance in any portfolio cannot be achieved without uncorrelated Alternative Investments. Equi is empowering investors to steadily compound wealth, regardless of the volatile market environment, making the financial journey more predictable and stable.link
Balance your portfolio. Balance your life.

Our culture is driven by the values we collectively share and live together:

• Repair the World 🌎 : "Tikkun Olam," the Hebrew phrase for “repair the world," embodies our desire to leave the world a better place than we found it.

• Lift Each Other Up 🙌🏼 : We set ego and pride aside and always act for the greater good of the team.

• Be a Fiduciary 🏦 : We always act in our customers’ best interests, even if it means taking the harder path.

• Candor as Kindness👂🏼: We view candid feedback delivered with kindness and respect as a gift.

• Demand Excellence 🏆: We hold ourselves and our partners to the highest standards in our relentless pursuit of excellence.

• Execute with Urgency ⚡: We work with a sense of urgency, staying ahead of the curve for ourselves and for our investors.

Equi is seeking a Product Specialist who will be embedded within our investment team and collaborate with our investor relations team to tell the stories of our products and services. This person will serve as a resident expert as it relates to Equi’s investment strategies as well as their knowledge of financial markets and broader Investment Products. The ideal candidate has an expertise in hedge funds and will have demonstrated success in translating investment team research and trading strategies into marketing materials and investment related content.

Key outputs will be marketing & investor relations materials for current and prospective investors, including investor presentations, exposure and risk reports, macroeconomic thought leadership articles, and other related content that facilitates investor inquiries. This person will play an integral role in owning and creating fundraising, marketing, and ongoing investor relations materials. 

• Develop and create a range of marketing materials (eg pitch deck, tear sheet, etc) translating complex investment ideas and data into story-driven, logical, and visually engaging formats

• Work cross-functionally to write/produce proactive investment content that addresses the changing macro environment, investment team's views, and common client questions

• Ensure ongoing client presentations are of the highest quality and that the latest industry research/ regulatory requirements/analysis/messaging is incorporated.

• Co-own the creation of compelling, institutional marketing collateral to support current funds, new product launches and ongoing sales activity.

• Manage the process of updating fund and corporate level materials on a monthly/quarterly basis.

• Produce ongoing investor communications (eg monthly investor newsletter, quarterly report, and macro outlooks)

• Respond to ad-hoc and recurring client requests (e.g., Risk Reports, Exposure Analyses, RFPs, DDQs,, investment team insights).

• Assist in the completion of investor information and diligence requests (RFIs, RFPs, DDQs).

• Serve as a product expert in meetings or calls with clients

• Play a key role in maintaining investor data rooms.

• Assist with the manager Due Diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best-in-class Investment Products to our clients.

• Support the investment team with IC memo production

• Collaborate within the investment team to summarize the team's views on portfolios, managers, and the market environment

• 4-6+ years of investment research experience or in a Product Specialist, investor relations, or financial research role within a hedge fund, investment consultant, or placement agent.

• CFA or CAIA preferred

• Prolific writer and communicator

• A strong understanding of markets and Investment Products, as well as the requisite materials that are required to address investor inquiries and Due Diligence

• Ability to construct top quality presentation collateral with clear and consistent messaging, while leveraging technical product knowledge and market insights.

• Proficient in understanding institutional and retail client expectations and requirements

• Mastery of email marketing and CRM systems is a plus

• Ability to work independently within a team to meet demanding deadlines. Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills.

• Strong attention to detail.

Equi offers competitive salaries and benefits, which include: 

• Health insurance, including dental and vision plans 

• A learning and work from home stipend 

• Flexible holidays and a generous time off policy

To create a platform where all feel welcome, we want our workforce to reflect the diversity of the customers we seek to serve. We encourage everyone interested in our purpose to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records.

Compensation Range: $100K - $160K