Product Executive, Multi-Asset Investments - Americas

3 days left

Schroders Investment Management
New York, USA
Aug 31, 2021
Sep 30, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Position Overview
We are currently seeking an experienced, results-oriented Product Executive to join Schroders as a member of the product group within the Multi-Asset Investments team. The Product Executive will report to the Head of Multi-Asset, Americas to help support the continued development of our Americas business as well as assist in supporting existing clients and products. In particular, this individual will support our growing Strategic Partnership business where we deliver access to the entire firm as part of a customized investment service to some of the largest and most sophisticated pension in the industry. Supporting these clients requires extensive knowledge across the Multi-Asset team in London as well as with Schroders broader investment capabilities. Experience dealing with other highly demanding and complex relationships is a must.

Client Support and Marketing (80%)
        • Serve as a point of contact for client service and relationship management in order to deliver high quality and timely support to clients.
        • Prepare client presentations and new business pitches in PowerPoint in partnership with the product and investment team. Update fact sheets and other marketing materials on a monthly and quarterly basis. Work with the team to improve and refresh materials as needed
        • Write engaging, accurate and articulate client portfolio reviews and reports in a timely manner reflecting the team's views and investment conviction
        • Develop custom reporting for strategic partnership clients
        • Work closely with the sales support teams to produce high quality and effectively written RFPs, RFIs, etc.
        • Maintain and build investment and global financial market knowledge. Seek to understand the team's investment views and industry developments, in order to support client needs, influence product development and understand client demand without placing large time demands on the investment team
        • Partner with the London and Hong Kong product teams to ensure high quality investment content, best practice and consistency within the global team
        • Support automation efforts

Business Development Support (20%)
        • Respond to inquiries from clients (e.g. distribution teams, client service)
        • Assist with ad hoc requests from the distribution team
        • Support product and investment teams when they are out of the office on marketing and client service trips
        • Review and update consultant databases with product information
        • Involvement with strategic projects and initiatives

Position Requirements
  • Bachelor degree; CFA or advanced degree (MA, MBA) a plus
  • Minimum 3 years' prior experience working within asset/wealth management industry in product management/development, client service, investment consulting, distribution or RFP. Specific experience in Multi-Asset a plus
  • Experience working with sophisticated institutional clients with demanding needs across the full range of the firm
  • Strong quantitative skills and impeccable writing skills; demonstrate acute attention to detail.
  • Solid understanding of financial markets
  • Highly organized with the ability to manage tight deadlines in multiple priority environment
  • Self-starter with energy, enthusiasm and desire to achieve goals in a consistent and timely manner
  • Desire to work in a team-oriented environment
  • Little to no travel required

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