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Associate, Product Specialist; Wealth Focus

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Antares Capital LP
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Associate, Product Specialist (Wealth Focus)

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 Overview

The 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.
Qualifications
  • Required
    :
  • Bachelor’s degree in Finance, Business, Accounting, Economics, or related discipline.
  • 3+ years of experience in product specialist or client portfolio management, investor relations, capital markets, credit underwriting, or leveraged finance.
  • Strong written, verbal, and interpersonal communication skills.
  • Effective organizational, multitasking, and prioritization skills.
  • Strong technical and analytical skills, including financial analysis.
  • Strong proficiency in PowerPoint and Excel.
  • Solid problem‑solving and decision‑making skills.
  • Comfort working in a fast‑paced environment and supporting multiple stakeholders.
  • Preferred
    :
  • Experience supporting private credit vehicles or deep understanding of credit funds with liquidity or distribution complexity (BDC, interval funds, open‑ended credit, CLOs, insurance‑oriented offerings).
  • Experience working with distribution platforms or subscription portals such as iCapital, CAIS, or +SUBSCRIBE, including disciplined version control for marketing materials.
  • Demonstrated proficiency using approved AI tools such as ChatGPT or Microsoft Copilot.
  • Familiarity with institutional and/or wealth distribution channels in credit or other…
  • Position Requirements
    10+ Years work experience
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