The ETF Product Specialist is responsible for supporting the efforts of the broader ETF initiatives and acts as a liaison between investment management, distribution, and other internal and external business partners.  The individual is expected to help lead the product development efforts in growing the ETF line-up to support the ambitious growth of the UCITS ETF business.  The role will provide the individual the opportunity to shape the ETF product line up at a Global Asset Manager as well as represent the firm externally as an ETF product subject matter expert.

The day-to-day role within ETF Product Strategy is a fluid one, with the immediate needs of the product generally dictating what must be the required focus. This person works closely with internal partners to strategise and research, develop the range, and promote ETFs.

What are the ongoing responsibilities of an ETF Product Specialist?

  • Strategy and design of index-based and active UCITS ETFs
  • Idea generation – identify, research, and assess solution driven ETF product and business opportunities across multiple exposures and asset classes and ensuring regulatory alignment
  • Prepare and present compelling fund proposals to new product committee and secure relevant approvals
  • Collaborate with portfolio managers, passive and active, in all aspects of the portfolio construction
  • Collaborate with index providers on the construction of new indices, ESG integration and managing the associated relationships
  • Work closely with the product development and implementation teams in the launch of new products and liaising with other divisions at the firm
  • Ensure projects are executed according to the vision and implemented within deadlines
  • Utilise appropriate resources in order to provide research and analysis of all aspects of competitive ETF products performance, competitive industry landscape, firm product performance, and peer performance
  • Provide Portfolio Manager perspective (investment strategy positioning and performance context, voice, and messaging) to internal business partners and others responsible for producing and delivering content to internal and external audiences
  • Contribute content for ETF thought leadership and strategic beta white papers to be used with the most sophisticated client groups and then leveraged in most investment content firm wide
  • Educate and train internal audiences on ETF investment strategies and products. Articulate investment philosophy, process, and performance
  • Build and maintain an expert level of knowledge on ETF vehicles and the regulatory environment in Europe
  • Prepare and deliver effective pitches at meetings and for calls to prospective clients
  • Opportunity to represent the firm as an ETF subject matter expert at client events, roadshows, and conferences

 What qualifications, skills and experience would help someone to be successful?

  • Undergraduate degree as well as CFA or Masters in Finance or Economics
  • Several years of ETF experience is required as well as experience in presenting to clients directly
  • Familiarity and understanding of multiple index methodologies, Smart beta and ESG integration
  • Strong financial market knowledge across multiple asset classes
  • Knowledge of broader asset management trends and current regulations
  • Desire to learn and grow, willingness to take on a broad set of assignments
  • Proactive in nature, intellectually curious and extremely detail-oriented with a commitment to working within a team and broader global strategy group
  • Strong analytical and problem-solving skills
  • Superior Microsoft Excel and PowerPoint skills required
  • Excellent organisational and project management skills
  • Knowledge of data sources for performance, flows and relevant competitive information is a plus (Morningstar, Lipper, FactSet, Bloomberg, eVestment)

Source: for more information click here.

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