Associate Product Specialist Job Description

Associate Product Specialist Job Description

178 votes for Associate Product Specialist
Associate product specialist provides sales force training in products, sales techniques and service support to maximize Financial Advisor fixed income sales.

Associate Product Specialist Duties & Responsibilities

To write an effective associate product specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included associate product specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepare presentations, memos and othermaterials in seeking approval from Senior Management and the Board of Trusteesfor fund initiatives
To provide operational and transitional support/coordination services for new business initiatives as proposed by Client Account Managers, Product Developers and Investment Desks
Archiving and filing
Maintain and monitor communication initiatives and marketing materials (emails, articles, updates, sales materials, ) aimed at promoting wealth management products and solutions to advisors, clients and sales personnel
Coordinate asset transfers and business initiatives as proposed by Client (via Client Account Managers) and Investment Desks
Provide strong technical and market knowledge around associated market nuances
Provide solutions for transfer of derivative products
In specie activity costing, planning, preparation, implementation
Coordination of Custodian changes
Wish list coordination and distribution – compliance checks, and interaction with internal investment teams and external teams

Associate Product Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate Product Specialist

List any licenses or certifications required by the position: MBA, EMC, AP, CUSA, CVP

Education for Associate Product Specialist

Typically a job would require a certain level of education.

Employers hiring for the associate product specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Engineering, Business, Science, Finance, Biology, Computer Science, Marketing, Technical, Education, Business/Administration

Skills for Associate Product Specialist

Desired skills for associate product specialist include:

Microsoft Excel
Equipment financing products industry standards and regulations
Financial databases used in financial markets
Fixed Income Products
MS Office
Alternative data sets
Microsoft Office
Products and product areas your team own

Desired experience for associate product specialist includes:

Proactively engaging appropriate resources to adjust to changing requirements and demands of the project/ business
Covering Latin American Banks, Pension Funds, Insurance Companies and Assets managers in coordination with “Product Specialist Partners” in Fixed Income, FX, Commodities, Structured Products and Relationship Banking
Maintain and keep current all client information databases, organize calls and meetings to introduce product specialists, liaise with onboarding, legal, credit, and risk departments
Train with EM Sales and Trading, FX Sales and Trading, Commodities Sales and Trading Structured Product Sales to gain relevant product expertise
Enterprise-wide accountability
Responsibility within the Latin American Region in addition to Latin American subsidiaries located in the United States

Associate Product Specialist Examples


Associate Product Specialist Job Description

Job Description Example
Our company is looking for an associate product specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate product specialist
  • Conduct root cause analysis with in-depth contextual knowledge and initiate cross-team discussion for end-to-end impact assessment of issues
  • Perform and update QA checks and review results for controls improvements
  • Review relevant metrics with team and conduct regular operation calls to discuss performance results, key issues, projects status to drive action plans
  • Review process documentations and update as appropriate
  • Ensure proper audit engagement and coordination, and timely compliance to company policies and procedures
  • Develop in-depth knowledge of the event driven space and the team’s investment process
  • Create and update marketing materials (presentations, factsheets, due diligence questionnaire, thought leadership pieces ) across the suite of event driven funds
  • Coordinate/attend client and prospect meetings, including pitching for new business, reviewing portfolios/conducting portfolio analysis, and creating market updates
  • Respond to client and prospect inquiries on the strategy including completing requests for proposal ad hoc questions from internal and external parties
  • Evaluate performance attribution and communicate portfolio performance
Qualifications for associate product specialist
  • Perform / highlight product and competitor analysis in support of GED products
  • Assist clients in developing investment solutions that match GED capabilities with client needs
  • Liaise with internal sales force and marketing, shareholder services, legal, and BAI teams
  • Review, understand, and have the ability to discuss governing documents, including side letters, for hedge fund clients
  • Coordinate the operational due diligence meeting process, involving communication with internal groups, including risk, legal, and operations
  • Assist with new projects and help manage the daily operations of existing funds

Associate Product Specialist Job Description

Job Description Example
Our company is hiring for an associate product specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate product specialist
  • Coordinate and chair Front Office/transition meetings, duly minutes and actions followed to completion
  • Respond to automotive application and basic fit/ function/ quality inquiries received via Technical Resource Center assuring that world class service performance targets are maintained
  • Document all quality and coverage concerns
  • Document/track product returns & evaluations
  • Evaluate product returns for basic quality and installation concerns
  • Meeting with clients to offer and review trade products including loans, and classical trade products
  • Support the GCB Banker preparing proposals, running pricing model, and quoting new deals
  • Reply to client inquiries related to trade transactions
  • Respond to issues related to trade transactions
  • Reviews PQR documents and reports to ensure their completeness, accuracy, consistency and compliance with regulations
Qualifications for associate product specialist
  • Enjoy and work well in a team environment
  • Bachelor's degree (or equivalent) in economics, finance or business administration preferred
  • Provide holistic Emerging Markets Fixed Income (FI) coverage for the Private Bank, covering groups across regions
  • Perform credit analysis on Sovereign and Corporate Credits in Emerging Markets countries, including modeling corporate or sovereign credit fundamentals
  • Maintain current analysis of macroeconomic fundamentals of Emerging Market Economies and provide recommendations on client exposure and asset allocation, including internal and external client presentations
  • Attend and provide advice as Emerging Markets Fixed Income Specialist in Client Meetings

Associate Product Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for an associate product specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate product specialist
  • Liaise with technology teams of financial services providers and platforms to assess collaboration from a technology or distribution perspective
  • Provide efficient and courteous service in response to phone and email inquiries and information requests from financial advisors, investors and due diligence personnel
  • Independently investigate and assess questions from and situations involving financial advisors and investors to create customized responses to the situations at hand with little guidance or oversight
  • Rewrites various sources of information into a uniform style and language for regulatory compliance, and assists in developing documentation for instructional, descriptive, reference, and/or informational purposes
  • Supports other teams in the CMC Regulatory Sciences department with the preparation of regulatory documents to support all phases of clinical drug development, as needed
  • Keeps management and other stakeholders such as external partners informed on the progress of projects and documents
  • Identifies project or resource constraints and contributes to the development of alternate strategies
  • Identify and respond to customer needs in order to define potential opportunities
  • Collaborates with cross-functional departments to understand the content to be included in new and revised Product Specification documents
  • Works with associated departments to determine the impact of the changes to Product Specification Documents and conducts Quality Risk Management assessments to identify failure modes and risk controls
Qualifications for associate product specialist
  • Structure Emerging Markets Structured Notes including pass-through notes and credit linked notes for retail investors, working with operations, legal, compliance teams internally and external counterparties
  • Trade emerging market fixed income securities for clients and monitor credit risk
  • Must have understanding of corporate finance analysis, capital markets transactions including M&A transactions, spin-offs, tender offers, and capital raises
  • Must have understanding of decision sciences and statistical analysis applied to investments, including regression analysis, multifactor model, correlation models and decision models framework on investments
  • Must have client and presentation skills, including experience with public speaking, preparing and delivering client pitches
  • Analyzing problems using diagnostic tools, recommending solutions to customer application questions

Associate Product Specialist Job Description

Job Description Example
Our innovative and growing company is looking for an associate product specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate product specialist
  • Collaborates with appropriate personnel to ensure product specifications are consistent with current regulatory filings and commitments
  • Plans and oversees execution of promotional activities including print, electronic media, direct mail, point-of-purchase displays, and signage
  • Helps establish and maintain consistent corporate image throughout product lines, promotional materials, and events
  • Develop subject matter expertise on high value clearing products good working knowledge of other products and services used by BBD clients
  • Supports international product launch timelines
  • Develops and improves methods and systems for managing complex records and data
  • Interfaces with the R&D development team to assist with international product launch
  • Works with Regulatory, Marketing, and other team members in a cross functional group to launch, maintain and update products in international markets
  • Empower our sales team to close deals, through training and direct support
  • Provide data analysis and reporting
Qualifications for associate product specialist
  • Feel comfortable working under pressure in a dynamic environment
  • Be able to handle a breadth of responsibilities, while maintaining accuracy and a detail-oriented focus
  • Utilizes technical and analytical skills to solve customers' problems
  • Prefer a four (4) year degree in business related field or equivalent work experience
  • Requires very strong verbal and written communication skills and the ability to prioritize and organize workflow
  • Bachelor or master degree in IT, Business or another scientific area

Associate Product Specialist Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of associate product specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate product specialist
  • Managing expense orders
  • Managing loans and trials
  • Managing tradeshow rebate process
  • Creating various budget and sales reports
  • Analyzing sales history and product procurement
  • Responds to inquiries pertaining to regulatory and product safety
  • Reviews, summarizes, and presents critical issues to the Director of the Regulatory Department on regular basis
  • Take the lead from an EII product technology perspective on any technology-related projects or work streams, in APAC, both big and small
  • Create impactful reports/presentations to communicate with working groups and/or management on strategic solutions and digital tools for sales enablement
  • Keep a constant eye on the impact of digital client solutions internally and externally, analyzing their effectiveness for constant evolution
Qualifications for associate product specialist
  • Possess very strong writing, editing, and correspondence skills
  • Availability to understand complex dependencies and concepts
  • Experience in the core ERP business processes like Sales and Distribution, Manufacturing, Procurement, and Finance
  • Knowledge of developing applications
  • Excellent English language skills, German and a third language are a big plus
  • Demonstrates familiarity of basic product safety, hazard analyses, and compliance principles

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