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Partnering with the portfolio management teams to develop and execute product strategy for pension and mutual funds, including new product ideas and market demand, the positioning of performance results in light of the competition and the market environment, and the highlighting of key differentiating factors and benefits.
Responsible for developing appropriate messaging around changing portfolio composition and tailoring such content uniquely for each relevant sales channel and each type of output
Act as a business manager for the products, liaising with legal, tax, operations and other teams to provide support and project management for fund changes and updates
Work directly with portfolio management and product development leaders to influence the product development process by utilizing the individual's expert knowledge of investment products, market trends and the best way in which to position our investment choices/platforms to our client base
Become one of the key sources of investment intelligence and messaging for the assigned funds, and be responsible for providing robust product support; ensuring quality control of content throughout the organization. Other areas of focus may include the development and support of external marketing pieces and efficiency enhancing projects
Manage investment staff and oversee day-to-day investment management activities including trading, sub-delegate monitoring, portfolio manager support and commentary/attribution reporting. Select, train, motivate, and develop investment staff including the conduct of performance appraisals, development plans, salary administration, and conflict resolution. Maintain a general, familiar, consistent leadership presence
Perform other jobs related duties or special project as required
Bachelor's degree or equivalent required, prefer continuing education within a financial emphasis (MBA)
At least 5 years' experience in strategic marketing, product management, or portfolio management within the investment management industry. Also willing to consider candidates with a focus on sales within the mutual fund, institutional or hedge fund investment industry