Associate, Product Specialist; Wealth Focus
Listed on 2026-06-22
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
Team Overview
The Product Specialist team serves as the strategic link between Antares’ investment capabilities and the investors we serve. Working across private and liquid credit strategies and within institutional, wealth, insurance, and global distribution channels, the team combines investment fluency, product expertise, and commercial judgment to support capital formation, investor diligence, product readiness, and go‑to‑market execution.
Role OverviewThe Product Specialist, Associate, will support senior Product Specialists in executing against strategy and channel priorities, spanning investor diligence, sales and distribution enablement, market and peer analysis, product content, and product development support. This is an execution‑oriented, highly cross‑functional role suited for a candidate who can translate complex investment concepts into clear, investor‑ready materials, manage multiple workflows with precision, and build the strategy fluency required to support investor‑facing activity over time.
Responsibilities- Support senior Product Specialists on strategy and channel initiatives with emphasis on private credit vehicles such as BDCs, levered/unlevered draw‑down funds, and related distribution priorities.
- Scale investor due diligence and product diligence processes for prospective investors by coordinating internal workflows, synthesizing inputs, and preparing follow‑up analyses and materials.
- Partner with Investor Development, Investor Relations, Marketing, Compliance, and investment teams to develop, update, and maintain investor‑ready materials (presentations, DDQs, RFP responses, market briefs, commentaries, and thought leadership).
- Develop market intelligence and peer benchmarking across relevant products and vehicles including BDCs, closed‑end and open‑end credit funds, insurance‑oriented offerings, CLOs, and other structures.
- Coordinate product readiness across distribution and subscription platforms, ensuring approved materials are current, version‑controlled, and consistent with source‑of‑truth positioning and disclosures.
- Partner with investment teams to maintain portfolio knowledge and support investor meetings, diligence calls, and follow‑up requests, and represent strategies alongside senior specialists as appropriate.
- Contribute to product development and launch work streams by synthesizing investor demand trends, channel feedback, and competitive intelligence, partnering with Capital Solutions/Structuring through approval and launch processes.
- Create tools, trackers, dashboards, intake forms, and checklists that improve evergreen product execution and workflow efficiency.
- Partner with Wealth Distribution, Investor Services, and Operations on onboarding and ongoing servicing readiness, focusing on diligence support and distribution execution.
- Use firm‑approved AI tools to improve research, drafting, synthesis, and workflow efficiency while maintaining confidentiality, judgment, and compliance standards.
- Required
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