Product Manager, Fundamental Strategies

JOB STATEMENT:

GCLP is a growing Canada-based global investment manager. With over $29 billion in assets under management, and offices in Canada, the UK and US, the firm continues to evolve and innovate investment management capabilities that are earning broad appeal from an increasingly international clientele.  GCLP is a subsidiary of Guardian Capital Group Limited, a publicly-listed financial services company whose origins date back to 1962. GCLP has an immediate need for a Product Manager, Fundamental Strategies, to facilitate the growth of a suite of high-conviction strategies.  The successful candidate will be an integral part of the marketing department and will work closely with the relevant investment teams and with Guardian’s various retail and institutional distribution teams.  The successful candidate will be mandated with ownership of the product/investment content in marketing materials and activities and will be instrumental in overseeing and maintaining the product marketing strategy, leading to successful growth in assets for these strategies.

ESSENTIAL FUNCTIONS:

• Acting as the in-house product expert and liaison between various teams such as the investment teams, compliance and distribution;
• Partnering with the Guardian Capital, GuardCap and Alta investment teams to create, build and maintain a unique, robust sales and marketing collateral customized for different distribution channels and geographies;
• Taking responsibility for understanding the competitive landscape and providing regular competitive reports to multiple channels;
• Acquiring in-depth knowledge of the Fundamental Strategies’ investment approach and maintaining detailed knowledge on an ongoing basis of all portfolios’ positioning, trading, characteristics and holdings, and trends, and being the in-house support to distribution team information requests;
• Partnering with the Client Portfolio Managers and/or other investment team members, preparing timely quarterly strategy write-ups focusing on performance attribution, portfolio positioning, etc.;
• Taking responsibility for the content maintenance, review and accuracy of all institutional (i.e. eVestment, Mercer etc.) and retail (i.e. Morningstar) database information;
• Taking accountability for the creation, accuracy and review of information in key business development and marketing documents such as RFPs, RFIs, pitch books etc.; and
• Acquiring in-depth knowledge and understanding of the institutional, retail and high-net-worth businesses to strategically align marketing-related activities with each business and the investment teams.

QUALIFICATIONS:

• University degree in Business and a CFA designation
• Minimum of 5-7 years similar working experience in the asset management industry
• Self-starter, professional work ethic and a team player
• Institutional and/or retail sales and/or product management or product specialist experience an asset
• An analytical mindset, possessing strong verbal, written and interpersonal communications skills
• Ability to work within tight deadlines, multi-task, and maintain confidentiality
• Traveling may be required from time to time