Associate, Product Specialist (Wealth Focus)

Job Description

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.

The team partners closely with investment professionals Investor Development Investor Relations Marketing Compliance Capital Solutions / Structuring Operations and other internal stakeholders to position products effectively support fundraising and diligence maintain investor-ready content and help bring new investment solutions to market.

Role Overview

The Product Specialist Associate will support senior Product Specialists in executing against strategy and channel priorities with responsibilities 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. While the role supports broader platform initiatives as needed the initial emphasis is expected to be on private credit offerings with liquidity components and related distribution priorities.

Responsibilities

• Support senior Product Specialists across strategy and channel initiatives with initial emphasis on private credit vehicles such as BDCs levered / unlevered draw-down funds and related institutional wealth and insurance distribution priorities.
• 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.
• Partner with Investor Development (Wealth and Institutional) Investor Relations Marketing Compliance and investment teams to develop update and maintain investor-ready materials including presentations DDQs RFP responses market briefs commentaries and thought leadership content.
• 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.
• 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.
• Contribute to product development and launch workstreams by synthesizing investor demand trends channel feedback and competitive intelligence and by partnering with Capital Solutions / Structuring through internal approval and launch processes.
• Help build and maintain tools trackers dashboards intake forms and standard checklists that improve evergreen product execution and workflow efficiency.
• Partner with Wealth Distribution Investor Services and Operations on onboarding and ongoing servicing readiness with a focus on diligence support and distribution execution rather than routine onboarding or subscription remediation.
• Use firm-approved AI tools to improve research drafting synthesis and workflow efficiency while applying sound judgment confidentiality controls and compliance standards.

Qualifications

Required

• Bachelors 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 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 a strong understanding of credit funds with liquidity or distribution complexity including BDCs interval funds open-ended credit CLOs or 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 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.

Skills

• Ability to analyze and evaluate market product and portfolio-related data and translate findings into clear recommendations and investor-ready materials.
• Strong presentation development and written content skills including the ability to distill complex investment concepts for different investor audiences.
• Strong financial analysis research benchmarking and content-governance capabilities.
• Strong project management and workflow coordination skills across multiple internal teams.
• High level of proficiency in Microsoft PowerPoint Excel and Word.
• Ability to use AI-enabled tools responsibly to improve productivity and output quality.

Competencies

• Commercial awareness and understanding of market dynamics investor needs and product positioning.
• Analytical thinking and sound judgment.
• Detail orientation and commitment to high-quality execution.
• Collaboration and ability to work effectively across investment commercial operational and control functions.
• Accountability ownership and follow-through in a demanding environment.
• Clear and confident communication both written and verbal.
• Adaptability and willingness to learn new strategies vehicles and channels quickly.
• Integrity and discretion in handling sensitive information.

The Fine Print

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening including but not limited to drug testing reference verification and background check.
• Must be willing to work from the Chicago or New York office.

Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race color religion national or ethnic origin sex sexual orientation gender identity or expression age disability protected veteran status or other characteristics protected by law.

A reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components including but not limited to applicants skill prior relevant experience specific degrees and certifications job responsibilities market considerations and the location of the position.

This role is eligible for a discretionary annual bonus (based on company business unit and individual performance).

Our benefit offerings include medical dental and vision coverage employer paid short & long-term disability and life insurance 401(k) profit sharing paid time off Maven family & fertility benefit parental leave (including adoption surrogacy and foster placement) as well as other voluntary benefits.

Base Salary Range

$120000 - $145000

To learn more visit . Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race color religion national or ethnic origin sex sexual orientation gender identity or expression age disability protected veteran status or other characteristics protected by law.