Sr. Investment Product Expert
Sr. Investment Product Expert
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Job Description
Key Responsibilities:
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Design and update marketing and sales materials-primarily in PowerPoint-for investment products such as structured products mutual funds and alternative investments.
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Translate complex research and product data into clear concise and engaging investment stories tailored for sales and relationship managers.
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Edit proofread and publish content across internal and external channels using content management platforms.
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Regularly maintain and refresh product-related materials to ensure accuracy and relevance.
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Support data analysis and process automation efforts along the content development lifecycle.
Required Skills & Competencies:
Personal & Interpersonal:
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Strong client-focused mindset in all deliverables
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Ownership-driven proactive and eager to innovate for driving product engagement
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Flexible adaptable and positive in dynamic work environments
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Sharp attention to detail with commitment to high-quality output
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Strong communication and collaboration skills; ability to work independently
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Self-motivated with excellent interpersonal effectiveness
Professional & Technical:
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Minimum 5 years of experience in financial services especially in investment product marketing
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Deep knowledge of financial markets and instruments particularly structured products mutual funds and alternative investments
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Proven track record of developing compelling investment content-especially slide decks and presentations-for client-facing teams
Employment Type
Full-time
