Associate Vice President, Investor Diligence

Associate Vice President, Investor Diligence

About the Company

Ambitious credit asset management firm

Industry
Financial Services

Type
Privately Held, Private Equity-backed

Founded
1994

Employees
1001-5000

Categories

• Asset Management
• Consulting & Professional Services
• Financial Services
• Finance
• Investment Banking
• Other Investment Firms
• Credit
• Venture Capital
• Financial Contracts
• Investing
• Insurance
• Financial Investment

Business Classifications

• B2B

About the Role

The Company is seeking an Associate Vice President, Investor Diligence, to improve the quality, consistency, and efficiency of investor-facing content. Responsibilities include maintaining a centralized library of approved materials, coordinating reviews and updates, identifying content gaps, and developing guidance and templates. The role will lead technology and process-improvement initiatives for content management and diligence workflows, using analytics to identify opportunities for automation and better self-service. It will also manage and draft responses to investor and consultant requests, coordinate cross-functional input, and ensure materials are accurate, tailored, and properly approved. Candidates must have a bachelor’s degree, at least four years of experience in product or investor diligence within asset management, and at least two years drafting and editing investor requests such as RFPs, DDQs, and RFIs. Experience with an RFP content management system, investment products and fund structures, deadline-driven project management, and rigorous editing and quality control is required. Strong written and verbal communication, initiative, teamwork, and the ability to critically assess AI-generated content are essential. Experience with business technology projects, private markets or alternative investments, data visualization, or CRM systems is preferred.

Hiring Manager Title
Associate Director

Functions

• Product Management
• Operations