Equities Product Manager Job Description
Equities product manager
provides real-time regulatory advice to the Equity Sales and Trading businesses with a focus on Cash Sales and Trading issues, including Block Transactions.
Equities Product Manager Duties & Responsibilities
To write an effective equities product manager job description, begin by listing detailed duties, responsibilities and expectations. We have included equities product manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Partner with local country marketing teams to ensure they understand, value and use the product marketing tools you create in their local marketing programs
Support European equity product-specific marketing plans, Investment Intelligence activities or the Cross Border quarterly European newspaper
Oversee and manage key projects and process renovations, provide critical guidance, oversight and direction regarding project delivery for the Equity businesses within Global Product Control (GPC)
Develop marketing campaigns to generate more business by attracting more customers to the bank and driving more trade transactions
Develop and update product-specific materials to clearly articulate European equity investment strategy, process and positioning
Create product propositions which are powerful and engaging enough to form the cornerstone of regional and incountry product marketing initiatives
Deliver the communication tools required to support product propositions across various mediums – sales collateral, website content, video content, social media content, advertising content etc , as needed by the regional marketing and distribution teams
Articulating the UK equity investment strategy and ensuring that all literature meets high editorial and technical standards
Building positive relationships with internal partners across marketing, product, sales and compliance
Working with Front Office on new deals and analysing the impacts to the Control function, evaluating the accounting impacts of complex deals, especially on the Corporates desk
Equities Product Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Equities Product Manager
Typically a job would require a certain level of education.
Employers hiring for the equities product manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Engineering, Mathematics, Economics, Accounting, MBA, Business, Business/Management, Graduate, Computer Science
Skills for Equities Product Manager
Desired skills for equities product manager include:
Equity markets and products
Marketing
Sales & distribution
Treasury products
Bank’s investment views
Fixed Income
Trading workflows
But particularly the UK
Pan-European client landscape
Excel is critical
Desired experience for equities product manager includes:
Foreign language skills (a plus, not required
A demonstrated understanding of technical aspects of products and structures including offshore products
Proven track record identify and fixing issues and resolving problems
The ability to manage and successfully contribute to projects and cross functional working groups
Ideal preferred candidate would need to be a Senior VP or ED
Must have a strong academic record, an undergraduate degree (or equivalent) as a minimum
Equities Product Manager Examples
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Equities Product Manager Job Description
Job Description Example
Our company is looking to fill the role of equities product manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equities product manager
- Assist in devising strategies to grow the securities business for Consumer Banking Group
- Assist in developing effective ways of analyzing and presenting financial data
- Prepare MIS reports, financial analysis and presentation materials
- Act as primary contact in Singapore for local and international clients invested in Asian equities, working with existing product executive team in support, including coordinating and conducting business pitches and investment reviews
- Establish good working relationships with internal external stakeholders by understanding fully each client's requirements
- Ensure client-related information including profiles, investment restrictions and key communications are accurately maintained and well understood
- Coordinate in a timely and comprehensive manner, and ensuring integrity of data/information provided on requests and queries regarding Asian equities
- Manage financial control and accounting functions to ensure financial and management report are prepared in a proper and timely manner
- Ensure the financial statements are in compliance with HK and international accounting standards and regulatory reporting requirement
- Prepare financial flash, forecasting and budgeting for the business units
Qualifications for equities product manager
- Work closely with investment team to develop detailed understanding of all our investment products
- Identify key trends and product needs of clients/prospects and turn these into tangible product opportunities for GET
- Conduct client/prospect/competitor analysis
- Oversee/sign off relevant RFPs
- Participate in presentations/pitches to a broad range of clients, particularly retail and wholesale client channels
- Keep abreast of macro economic developments and communicate as required with clients
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Equities Product Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of equities product manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equities product manager
- Work with Marketing and Distribution teams to coordinate production and dissemination of equity marketing campaign materials respond to incoming product-related requests from these teams
- Ensure all non-discretionary investment reports, Monthly, Quarterly reports, ISA statements , are delivered in a compliant and timely fashion
- Be an active member of editorial forums that drive topical investment messaging and product positioning
- Contribute strongly to any investment content initiatives, as deemed appropriate
- Close cooperation with the regional digital team to ensure content is produced and delivered with a digital-first approach, and distributed through traditional and digital channels including social networks and messaging apps
- Provide appropriate topical and fund-related communications that support sales and retention activities for key franchises across all channels in the region
- Ensure product ‘stories’ are accessible to different distribution channels and customer segments through a thorough understanding of client needs and adapt the product communications where necessary
- Participate in product development or product management forums and projects as required
- Review of monthly key risk indicators (production based in Mumbai)
- Production of key risk metrics reports for IED GPC on a regional basis input into Global decks
Qualifications for equities product manager
- Strong quantitative, analytical, negotiation and problem solving skills
- Good inter-personal, communication and project management skills
- Extensive experience with product and business management
- Bachelor Degree with at least 8 years of relevant experience
- Leadership capabilities, strong team player with good interpersonal, communication and presentation skills
- Strong ability to analyze and interpret business and financial data
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Equities Product Manager Job Description
Job Description Example
Our company is looking to fill the role of equities product manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equities product manager
- Presenting to Senior Management on issues impacting their areas
- EMEA IED GPC representative for Institutional Securities Group (ISG) Risk Leads forum
- Working with representatives from other global functions to ensure consistency of approach
- Highlighting and discussing risk issues to determine best practice and compliance to Policy/Procedures
- Input into IED GPC's Risk Control Self-Assessment (RCSA) submission
- Assisting on wider initiatives resulting from Regulatory, Audit or Front Office deliverables
- Strategy – surveying the requirements of our clients, the ideas of the business heads, the rules and guidelines of the local regulators, intelligence on our competitors and the services offered by exchanges
- Business cases – pull together the benefits to the business of an opportunity, the different options for implementation, the costs associated with the implementation, the risks, issues and dependences and an evaluation and recommendation
- Program management – the execution of the workstreams that are required to implement an opportunity
- Act as primary contact for, but not limited to, international clients invested in, but not limited to, Greater China Equities managed by Hong Kong based investors, working with existing product executive team in support
Qualifications for equities product manager
- Good knowledge of MIS or financial reporting
- Minimum of 7 years of investment industry experience
- Bachelor’s degree required, MBA or CFA a plus
- Strong relationship building skills will be key to success in this role, and a sense of humor never hurts
- Bachelor's degree or equivalent required, advanced studies (e.g MBA, MFin), or professional accreditation
- Five plus years of experience preferred
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Equities Product Manager Job Description
Job Description Example
Our innovative and growing company is hiring for an equities product manager. 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 equities product manager
- Identify ways to anticipate and better fulfil client requirements by soliciting their feedback
- Ensure integrity of data/information supplied to clients
- Attend investment review and any other meetings for each client as may be required
- Ensure that the client profile and investment restrictions are accurately maintained
- Working with clients, internal stakeholders and multiple internal groups to build multi-year product strategy
- Drive product delivery to commercial effect
- Execution Advisory – work closely with cash equities desks to optimise and improve agency execution, risk performance, data and analytics
- Setting the agenda for client-focused content emanating
- Providing high quality investment content
- Partnering with channel, digital and PR specialists
Qualifications for equities product manager
- Strong analytical and data analysis skills /or ability to quickly become proficient in investment analytical tools and software (eVestment, Morningstar Direct, FactSet, Bloomberg)
- Understanding of IT Investment packages such as Micropal/Lipper, Datastream and Bloomberg, etc
- Degree or a similar qualification
- IMC or a similar securities-industry qualification
- Initiative (ability to identify problems, opportunities, and obstacles and take appropriate action or seek manager’s input as required)
- Results orientation (ability to drive and set and meet targets and to exceed standards and expectations)
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Equities Product Manager Job Description
Job Description Example
Our growing company is looking to fill the role of equities product manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equities product manager
- Working with the quantitative analysts to plan research required for the measurement and improvement of execution
- Understanding of quantitative models used in the design of execution algorithms including machine learning techniques
- Managing the requirements for the algorithms and smart order routing technology
- Working with IT on release management and planning
- Performs market analysis and builds product plans
- Gathers requirements from internal & external parties (clients, partners, vendors, ) and creates business requirement specifications
- Summarizes the task for wider internal & external reviews and funding decisions
- Analyzes priorities, maintains the product calendar and works with engineering to ensure that development calendar is progressing according to plan
- Creates functional specifications and reviews with relevant parties
- Reviews development process on an ongoing basis
Qualifications for equities product manager
- Analytical thinking (ability to understand and make judgements about a situation, issue, problems, etc)
- Creativity (ability to create compelling new sales ideas and stories, and to find better ways of working)
- Strong written and oral communication skills (must excel in the ability to communicate clearly and effectively, both in writing and in speech
- Building partnerships (excellent interpersonal skills and ability to establish and maintain effective, cooperative working relationships across organisation)
- The ability to work under pressure with a demanding workload to strict deadlines and prioritise different tasks
- Degree holder in Accounting / Finance disciplines or qualified accountant