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    Private Credit - Boston, United States - Robertson & Company Ltd.

    Robertson & Company Ltd.
    Robertson & Company Ltd. Boston, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Key Skills:

    • Desire for continuous learning and growth
    • Ability to thrive under deadlines and manage stakeholders while prioritizing tasks
    • Strong team player, dedicated to contributing to the team's success

    Industry/Experience:

    Specialization in Financial Services with focus on Private Markets, including Private Equity and Private Credit sectors

    Desired Profile:

    • Experience working within private credit, private equity, or broader private market landscape
    • This role is categorized as "Middle Office" with diverse responsibilities across various teams
    • Not suitable for entry-level candidates
    • Proficiency in leading projects and driving initiatives with confidence

    Responsibilities:

    • Significant involvement in the development and upkeep of marketing materials
    • Assisting with incoming sales inquiries, such as RFPs, RFIs, and DDQs
    • Playing a key role in addressing queries from potential clients regarding products and services
    • Direct collaboration with investment, sales, and distribution teams to craft tailored presentations and materials
    • Aiding in communicating the narrative of the company, its investment team, and product offerings


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