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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