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)

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