Equity Product Manager Job Description

Equity Product Manager Job Description

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Equity product manager provides sales and marketing support for assigned investment products, developing sales ideas and talking points and providing investment input to marketing plans and programs.

Equity Product Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Work closely with Product Development/Management colleagues the Alternative Investment research team to identify new funds to add to the Private Equity Fund platform and once identified, assist in the negotiation of contract terms, prepare offering materials, prepare new product approval forms, manage the submission and review process of the product through the Alternative Investments Product Approval Committee and Global Products Committee
Work cross functionally with all areas of the Alternative Investments Group including Sales, Marketing, Research, Operations, Investor Relations Legal and Compliance
Define and own the proper company coverage (breadth and depth) for the global venture capital universe
Owner, guiding a team working to build competitive products and solutions
Be able to work efficiently in a constantly changing and growing environment where the
Clearly articulating the strategic business plan in senior management presentations and in formal and informal communications across the firm, with appropriate customers, to ensure that all stakeholders are bought into the plan
Providing expertise and support to clients various internal colleagues
Accurately and effectively position the Jennison sub-advised product line based on information from Asset Management, external news sources, internally run data, feedback from sales
Train new hires on the basics of the product line and current employees on new products, product changes
Legally required work Review Shareholder reports and prospectuses, 15(c) peer review, cap gains

Equity Product Manager Qualifications

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

Education for Equity Product Manager

Typically a job would require a certain level of education.

Employers hiring for the equity product manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, MBA, Education, Economics, Management, Engineering, Graduate, Business/Administration, Marketing

Skills for Equity Product Manager

Desired skills for equity product manager include:

Various types of equity products
Banking highly desired
Investment market and product
Microsoft Office
Account
Alternative investments
Assigned business line and technical marketing skills
Banking and investment products services and procedures
Banking product management and associated industry and regulatory requirements
Banking products and services

Desired experience for equity product manager includes:

HE Product, VLS and /or MSP expert
Substantial experience and knowledge of global equity market structure
Experience in designing electronic trading platforms with a focus on algorithmic and DMA trading
Working level knowledge of the FIX protocol
Proficient with algorithmic trading concepts
Experience and extensive knowledge of the buy-side equity OMS/EMS/DMA industry

Equity Product Manager Examples

1

Equity Product Manager Job Description

Job Description Example
Our company is hiring for an equity 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 equity product manager
  • Develop campaigns to raise product awareness and adoption
  • Develop and drive use of consistent messaging in marketing collateral, web content and sales materials
  • Coordinate production of thought leadership that aligns with core messaging
  • Develop and analyze quarterly competitive analysis reports and revisit marketing strategy
  • Identify target markets with highest likelihood of product adoption success
  • Maintain product content in marketing collateral and on websites
  • Participate in product development committees and task forces
  • Distribution of content (e.g., white papers, marketing materials) across mediums
  • Coordination of external communication updates in conjunction with product management
  • Feedback loop from client-facing partners regarding product concerns, challenges, opportunities
Qualifications for equity product manager
  • Conference logistics management
  • A minimum of 5 years industry experience, preferably with a focus on product management or marketing
  • Experience in the equity asset class, including active, smart beta and index strategies
  • Experience distilling investment philosophy and strategy into marketing materials
  • Experience with creating and analyzing eVestment reports
  • Experience in developing content for video production
2

Equity Product Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an equity 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 equity product manager
  • Maintain reltionships with Distribution (Sales, National Accounts, IODC, ) along with internal partners (Product Development, Marketing, Legal, MRU, Fund Admin)
  • Drive product vision and strategy for Investran globally
  • Translate strategic business goals into defined product development initiatives
  • Prioritize development initiatives based on broader business objectives
  • Breakdown product development initiatives into manageable work efforts for development teams
  • Interact with Product Owners, Software Engineers and Scrum Masters
  • Deliver capabilities that expand the rate of adoption of the product
  • Provide clear direction and success criteria to development teams
  • Prepare and oversee the preparation of accurate and detailed business requirement documents, functional specifications and user interface guides
  • Create the scope for and coordinate the maintenance of standard, out-of-the-box configurations
Qualifications for equity product manager
  • Entrepreneurial ability to jump in, take control of a situation (while still building strong, meaningful relationships) and drive processes and promote ideas
  • Willingness and capability to learn the specifics of particular investment products and teams, identify what needs to be done to drive their success in different channels, and champion those efforts independently
  • Drive and support the gathering and retention of assets under management by working closely with sales and client service professionals across all distribution channels
  • Consistently answer product inquiries, help craft and create investment messaging and positioning using deep analytical and competitive intelligence, articulate investment team views and respond to performance issues and other investment-related issues on strategies for assigned asset class
  • Ability to engage in portfolio analysis with the goal of communicating key messaging, that may include writing investment commentary and producing proactive portfolio updates (e.g., explaining changes in portfolio holdings and key portfolio themes) to internal audiences
  • Craft and drive written articulation of investment story, detailed product specifications, and creation of strategic messaging for investment team on assigned investment strategy
3

Equity Product Manager Job Description

Job Description Example
Our company is hiring for an equity 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 equity product manager
  • Build relationships with clients and validate development initiatives based on client feedback
  • Engage stakeholders and manage effectively in making decisions
  • Stay up to date on industry topics and participate in speaking engagements and conference panels
  • Provide input and collaborate with stakeholders on the definition of the roadmap for specific client types
  • Prioritize or help prioritize the product and release backlogs
  • Identify, research, and validate new features within the market
  • Support product owners in providing the content for Product Documentation, Training Materials and Release notes
  • Act as a subject matter expert in his or her assigned areas of expertise
  • Interact with key stakeholders to understand, validate, document and prioritize new product features and requests
  • Provide status and progress updates on product development initiatives
Qualifications for equity product manager
  • Ability to interact and build relationships with all internal partners and external investment and third party data providers
  • Strong analytical and data analysis skills /or ability to quickly become proficient in investment analytical tools and software (Morningstar Direct, Fact Set, Bloomberg)
  • Comprehensive understanding or ability to quickly become proficient in investment and portfolio management processes
  • May be required to travel more than 20% of the time
  • CFA, CIMA, CAIA, CIPM, FRM or progress towards another related designation strongly preferred
  • FINRA Series 6, 7 and/or 63 preferred
4

Equity Product Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an equity product manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity product manager
  • Track, analyze and evaluate products and programs, assessing effectiveness and profitability
  • Build business cases for new products and marketing programs
  • Interact with other departments as necessary to develop, implement and coordinate product functions corporate wide
  • Perform product and consumer analyses
  • Communicate with senior management and the field when directed
  • Works hand on hand with Project management to drive system changes needed on Home Equity
  • Helps on competitor monitoring to assess competitive advantages and opportunity areas
  • Tracks and analyzes marketing campaigns, including prequalified initiatives for customers and prospect leads
  • Works with Equity Lending Operations, and Underwriting team leads, in operational needs
  • Communicate Product changes and updates to Retail Network
Qualifications for equity product manager
  • Bachelor’s degree in a relevant field of study, or equivalent of education experience
  • Detailed understanding of the Investran product highly preferred
  • Detailed understanding of the private equity market, accounting and / or financial industry understanding of the private equity reporting process
  • Experience in the diverse asset types used on the Investran platform including partnership accounting for private equity fund structures
  • Experience working with workflow or business process management technologies
  • Proven track record and experience in product management, software design and development
5

Equity Product Manager Job Description

Job Description Example
Our growing company is hiring for an equity 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 equity product manager
  • Tracks progress against annual product plan
  • Evaluates product features, pricing, rates and terms, recommends changes as appropriate
  • Gathers market intelligence on current and pending competitive offerings from both Bank and non-Bank competitors
  • Coordinates marketing campaigns and sales programs to support the front line in merchandising and managing the selling effort
  • Monitors service level agreements with in-house and outsource service providers
  • Works with service and operations division, legal, compliance, and marketing units to draft marketing materials, streamline back office processes and monitor compliance to legal and regulatory requirements
  • Assists in the definition, documentation and testing of user fields for system conversions or enhancements
  • 5+ years payments experience preferred
  • Screen design and use case development experience
  • Ability to manage multiple tasks/responsibilities while maintaining a daily, positive attitude
Qualifications for equity product manager
  • Ability to multitask and work on multiple assignments simultaneously
  • Ability to make effective decisions under pressure and engage stakeholders as appropriate
  • Ability to plan effectively based on strategic goals and objectives
  • Investment Banking and Product Control related experience an advantage
  • Advanced knowledge of Equity & Derivatives Financial Products (Equities, Futures and options etc)
  • Should be able to work in a broader leadership team

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