Fund Selection and Due Diligence Manager

Full-time Financial Specialists

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 dilige...