Job Purpose:

  • Product Managers serve as an advocate for their assigned strategies across multiple distribution channels, recognized as “go-to” product experts across the organization
  • They support the product line through a broad range of investment, marketing and sales-related responsibilities.

Your Responsibilities:

  • Providing investment updates and analyses, working closely with the Investment Management teams, detailing investment style/process, portfolio strategy and recent performance
  • Researching and communicating the effect of external factors – such as company-specific, market or economic developments – on their assigned strategies to internal and external audiences
  • Positioning and differentiating assigned products within the product line and relative to leading peers
  • Conducting ongoing competitive analysis
  • Researching industry trends to identify products to promote, enhance, rationalize, and launch
  • Influence positioning, pricing, and product enhancement across the fund and ETF platforms
  • Proactively drive the growth and retention efforts for assigned products helping to promote funds and ETFs across channels
  • Responding to product inquiries primarily from distribution partners, as well as business partners across the organization
  • Working closely with the marketing team to develop product support materials and sales ideas
  • Providing content in the development of presentations, investment insight articles, timely product ideas and other marketing materials
  • Ensuring that the investment stories for assigned products are presented consistently and that the products are properly positioned across all customer touchpoints.

Skills and Qualifications:

  • Minimum of five years of investment-related experience. Prior Product Management, Investment Management or Research experience preferred
  • Bachelor’s degree or equivalent business experience required; MBA and/or CFA a plus
  • Strong investment industry knowledge
  • Ability to work collaboratively to achieve team objectives
  • Strong written, analytical and presentation skills. Attention to detail a must
  • Ability to handle multiple projects simultaneously and complete projects on a timely basis
  • Strong PC skills, including Excel, PowerPoint and Word
  • Proficiency with industry tools, such as Lipper, Morningstar, Strategic Insights, FactSet, etc. a plus.

Source: for more information click here.

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