Job Purpose:

  • WisdomTree is seeking an exceptional individual to join its Product Development team
  • Reporting to the Director of Product Development, this person will join a highly collaborative team responsible for developing new exchange traded products to grow the existing business and manage an existing lineup of products
  • In addition to acute detail orientation skills, the ideal candidate will demonstrate an ability to multitask across numerous disciplines to drive developmental and operational initiatives simultaneously, and the ability to present material to a multitude of constituents
  • The successful candidate will have experience working with ETFs, with specific experience around strategy evaluation and legal review and be comfortable interacting with internal and external customers

Your Responsibilities:

  • Analyze data and prepare presentations for product development and other product-related meetings for senior management group
  • Monitor competitive landscape and prepare intelligence regarding how key industry competitors are positioned from product, performance and marketing perspective (e.g. direct performance comparisons, marketing activities, market share movements, new products)
  • Prepare information for the funds’ Board of Trustees, including new product memos and proposed fund actions
  • Work with internal and external counsel to prepare, review fund related documentation, including prospectuses, ISDA and related derivative documentation, exemptive relief filings, 19b-4 rule filings and other documents, to support and expand the business
  • Coordinate onboarding of third parties, including sub-advisors, listing exchanges, index providers, data providers, IOPV calculation agents and other entities to support product launches and existing products
  • Assist with supporting relationships with key external partners including sub-advisors, listing exchanges, index providers, market data vendors, back office providers and other service providers to stay informed of key developments that may impact the products or uncover potential enhancements
  • Maintain consistent and ongoing communication with internal departments, including operations, sales, research, marketing, capital markets, legal, compliance, and fund administration
  • Assist with the alignment of product, marketing, and research responsibilities and management of inter-dependencies for new ETFs launches and fund changes
  • Assist research, marketing, and sales teams to support sales and marketing initiatives designed to promote products
  • Assist qualitative and quantitative fund analysis to support fund positioning across distribution channel(s)
  • Assist with preparation of materials and presentations for WisdomTree National Sales bi-annual meetings

Skills and Qualifications:

  • Bachelors degree, preferably with a concentration in Finance, Economics, or other quantitative discipline
  • At least 2 years of experience working in the asset management industry. Direct experience in working with ETFs, mutual funds, or other 1940 Act products is a plus.
  • Excellent data analysis skills, with ability to synthesize and present information
  • Demonstrated presentation skills to deliver material to the fund Board and other internal constituents
  • Ability to write succinct memos and presentations to gain internal support of product ideas and initiatives
  • Advanced Excel and PowerPoint Skills
  • Industry Certification: NASD Series 7 Or 63 License, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation is a plus, as is pursuit of any of those certifications
  • Experience with Bloomberg is a plus
  • Ability to work independently as well as working under deadline pressure
  • Exceptional quantitative and qualitative skills
  • Strong verbal and written communication skills
  • Ability to work on multiple projects at once and meet established deadlines
  • Proven experience in a product development and/or product management role
  • Experience working within an organization distributed across geographic locations.

Source: for more information click here.

Share: