mangroup
Associate, Discretionary Investment Specialist
At a Glance
- Location
- New York, United States
- Experience
- 3–4 years
- Posted
- 2026-02-23T13:33:08-05:00
Key Requirements
Required Skills
Certifications
- CFA
Domain Knowledge
- Education
- Embedded Systems
- Finance
- Insurance
- Medical
- Retail
Benefits & Perks
its such as private medical coverage, discounted gym membership options and
Requirements
Degree level education in a relevant discipline required. CFA, CAIA or IMC qualification is preferred although not essential
3-4 years’ Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management hedge fund space preferred
Ability to work with senior members of sales and investment management to support sales priorities
Excellent communication skills, both written and verbal. Proficient in understanding institutional / retail client expectations and requirements
Good organisational and time management skills. Ability to prioritise work effectively
Ability to work independently within a team to meet demanding deadlines. Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills
Responsibilities
Overall responsibility for investment content creation across a group of Man Group’s private credit funds.
The role requires developing a significant technical specialism in key private credit investment funds within Man’s Discretionary business area, so as to be able to credibly write, and present, investment content in a compelling and effective manner. These materials will need to be prepared on a regular basis for use with Man's institutional and retail client base.
A key element of the role will be to develop deep and credible relationships with the relevant private credit investment and CPM teams and to become a go-to source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard.
Develop and maintain a full range of investment collateral, including fund marketing (new product launch materials, monthly performance commentaries), technical content (questionnaire and client queries) and sales enablement content (meeting materials, investment outlooks, product updates)
Shape compelling and differentiated product messaging to help position strategies competitively