Investment Product Specialist - Asset Management
Investment Product Specialist - Asset Management
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Job Description
Investment Product Specialist (Director) Buyside
Role Overview
The Investment Product Specialist (Director) is responsible for conducting indepth research analysis and due diligence on investment products strategies and asset classes to support the firms investment management and product development initiatives. You will work closely with the portfolio management product and distribution teams to provide expertise on current and prospective investment products evaluate their suitability for the firms client base and communicate key insights.
Key Responsibilities:
Conduct comprehensive research and analysis on a broad range of investment products strategies and asset classes including equities fixed income alternatives and multiasset solutions
Evaluate investment products and strategies based on factors such as investment philosophy process risk/return profile liquidity fees and operational infrastructure
Develop detailed product profiles performance analyses and investment theses to inform product selection positioning and marketing
Collaborate with portfolio managers to assess the fit of investment products within the firms investment platform and client portfolios
Work with the product development team to ideate and design new investment products that align with client needs and the firms strategic priorities
Create compelling presentation materials and thought leadership content to educate and inform internal stakeholders and clients
Stay abreast of industry trends competitive landscapes and regulatory changes that may impact the firms investment products and strategies
Provide training and knowledgesharing to support the sales and client service teams
Required Qualifications:
8 years of experience in investment research product management or a similar role within the asset management industry
Strong understanding of various asset classes investment strategies and portfolio construction principles
Demonstrated expertise in investment analysis due diligence and product evaluation
Excellent written and verbal communication skills with the ability to translate complex investment concepts for diverse audiences
Proven track record of collaborating crossfunctionally to drive product development and support distribution efforts
CFA charterholder or advanced degree in finance economics or a related field preferred
Proficiency in financial modeling data analysis and presentation software
Interested parties please contact Alice Wong via for further discussion.
Employment Type
Full Time
