Job Purpose:

  • The Index Product Manager will become an integral member of the team responsible for representing index and beta strategies.

Your Responsibilities:

  • Understand and articulate the index/beta investment process and key competitive differentiators and be viewed as a subject matter expert
  • Develop a strong partnership with the portfolio management and analyst teams in order to be a credible and highly effective alternate for the portfolio managers, serving as the product expert to relationship managers and the sales team
  • Respond to queries from sales team members
  • Help prepare and review presentation materials for client meetings
  • Respond to RFP searches with relevant investment content.  Maintain up-to-date investment language in RFP database
  • Support Senior Index Strategist and portfolio management team with ongoing competitive analyses
  • Support Senior Index Strategist in developing ongoing index-relevant thought leadership such as white papers and commentaries.  Content may be both regularly scheduled or ad hoc, on an as-needed basis
  • Help to identify demand for new products; develop, position and support those products
  • Develop and maintain materials for use in slide decks and other materials to support the product offering
  • May be called on to participate in presentations or other meetings with clients as requested and as presentation skills and specific knowledge base develop
  • Help to customize strategist team materials for region and by client type (working with Marketing)
  • Liaise with investment teams and other strategists regularly to understand their views/investment and key product capabilities.

Skills and Qualifications:

  • BA/BS in Finance or Business. MBA and/or CFA or progress toward designation desirable.
  • Must possess 2-5 years of experience in a similar position within the asset management or consulting industry, especially with  knowledge and experience of index portfolio management or strategy
  • Comprehensive analytical and organizational skills are essential
  • Exceptional verbal and written communication skills
  • Accustomed to working within strict deadlines with a high commitment to accuracy.
  • Client-facing experience is desirable
  • A self-motivated team player capable of working well with colleagues across the business
  • Enjoys working in a collegial environment & thrives in an intense & dynamic organization
  • Confidence taking responsibility for all kinds of tasks, processes and projects
  • Experience using Bloomberg, Factset, Barra and other databases.

Source: for more information click here.

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