other
Posted 1 weeks agoAssociate, Product Specialist (Wealth Focus)
at Antares
Chicago, United StatesHybrid
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Responsibilities
- Support and help scale investor due diligence and product diligence processes for prospective investors, including coordinating internal workflows, synthesizing diligence inputs, and preparing follow-up analyses and materials.
- Develop market intelligence and peer benchmarking across relevant products and vehicles, including BDCs, levered and unlevered closed-end and open-end credit funds, insurance-oriented offerings, CLOs, and other structures relevant to Antares’ growth priorities.
- Coordinate product readiness across key distribution and subscription platforms, helping ensure approved materials are current, version-controlled, and consistent with source-of-truth positioning and disclosures.
Requirements
- 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.
- Partner with investment teams to maintain working knowledge of portfolios, strategies, and market views in order to support investor meetings, diligence calls, and follow-up requests; over time, represent strategies alongside senior Product Specialists and investment professionals as appropriate.
- Use firm-approved AI tools to improve research, drafting, synthesis, and workflow efficiency while applying sound judgment, confidentiality controls, and compliance standards.
- Qualifications Required Bachelor’s degree in Finance, Business, Accounting, Economics, or a related discipline. 3+ years of relevant
- experience in product specialist or client portfolio management, investor relations, capital markets, credit underwriting, or similar
- experience in leveraged finance or related markets.
- Strong proficiency in PowerPoint and Excel.
- 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 to improve drafting, analysis, synthesis, or process automation, together with an understanding of responsible use and data-handling constraints.
- Familiarity with institutional and/or wealth distribution channels in credit or other alternatives is a plus.