Work in collaboration with key investment and distribution stakeholders to design and enhance investment capabilities to align with clients' desired outcomes.
Help build, support, and implement the plans to grow existing investment strategies.
Work with Distribution and Marketing teams to define and/or refine product positioning for target markets.
Work with investment teams and other key stakeholders on enhancements or modifications to existing products.
Engage with key stakeholders to conduct product assessments and build business cases to evaluate new product proposals. Ensure product proposals are submitted to and approved by the relevant internal and external governance.
Evaluate and design the appropriate fund structure, vehicle, or wrapper based on target market demand
Coordinate product implementation teams and conduct post-implementation reviews, as needed
Coordinate and manage working groups for product positioning, prioritization, enhancements, modifications, or rehabilitation
Regularly evaluate the product shelf by conducting annual product reviews
Help maintain global tracker of product activity
Lead product research needs and conduct competitive analysis at the strategy and product levels.
Monitor external conditions, including performance and ratings of competitors, to identify key activities and trends; recommend actions needed to maintain and improve the businesses market position.
Understand and effectively communicate the complexities of the investment marketplace in ways that help to market and sell the firm's products.
Help build and maintain competitive intelligence portals and dashboards
Manage ad hoc research projects
Subject Matter Expertise
Develop a deep understanding of the firm's investment approach and philosophy.
Develop and maintain an in-depth understanding of all product components, including investments, legal, accounting and operations.
Serve as a specialist and point of contact for the firm's product line
Collaboration and Communication
Collaborate with key investment and distribution stakeholders to implement effective business-building initiatives
Build and maintain strong working relationships with key business partners
Stay informed on investment issues and communicate relevant information within the organization