01Overview
Lead Product Alternates
Role Overview
Lead the alternate products platform by driving product strategy, fund selection, due diligence, and distribution support across Private Equity, Venture Capital, Private Credit, Real Estate, and Infrastructure investments. The role involves building a differentiated product shelf, evaluating investment opportunities, supporting wealth teams, and driving product adoption among UHNI and Family Office clients
Key Responsibilities
Product Strategy & Fund Selection
Build and manage the alternate products platform across PE/VC, Private Credit, Real Estate, and Infrastructure
Identify, evaluate, and onboard high-quality domestic and global fund managers
Develop and maintain a strong product pipeline aligned with client needs and market trends
Review and enhance product onboarding policies, due diligence standards, and eligibility criteria
Investment Due Diligence & Monitoring
Lead end-to-end due diligence covering investment strategy, fund structure, legal documentation, manager track record, operations, and risk assessmen
t.Prepare investment committee notes with recommendations and key risk consideration
s.Monitor onboarded products through performance reviews, manager interactions, capital calls, distributions, and compliance tracking
Identify and escalate potential risks, portfolio stress indicators, and performance concerns
Co-Investments & Portfolio Solutions
Evaluate and structure co-investment opportunities for UHNI and Family Office clients
Support portfolio construction and product suitability assessments
Distribution & Sales Enablement
Create product presentations, investment notes, comparison reports, and client communication materials
Conduct training sessions for Relationship Managers and Wealth Advisors
Partner with sales teams and participate in client meetings for alternate investment discussions
Work closely with stakeholders to drive product penetration and sales growth
Experience & Qualification
Minimum 10 years of experience in financial services
At least 8 years of experience in alternate investments, private markets, product management, fund selection, investment advisory, or related areas
Strong understanding of Private Equity, Venture Capital, Private Credit, Real Estate, Infrastructure, AIFs, PMS, and alternative investment products
Experience in investment due diligence, manager evaluation, portfolio monitoring, and client-facing product discussions
