Investment Product Specialist Job Description
Investment product specialist
provides capital markets investment insights across global equity, domestic fixed income, and global alternative asset classes to reinforce Northern Trust Wealth Management strategic and tactical asset allocation recommendations;.
Investment Product Specialist Duties & Responsibilities
To write an effective investment product specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included investment product specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Opportunity to contribute to a newly established function in advisory product communication aimed at making the global "house view" implementable and marketable with investment products on a global basis
Create and update all marketing collateral including marketing pitch book, investor welcome packages, product profiles, ad hoc materials
Play an active role in the upkeep/update of all marketing materials and documents
The Portfolio Insights Service leverages investment and market insights combined with analytical tools to provide advisors with consultative guidance on investment selection, asset allocation and portfolio construction
Client Value.Facilitate new business and RFP’s
Work in conjunction with the strategist and the investment committee to identify investment objectives and translate to investment opportunities in the fixed income space
Review fixed income research in depth and identify potential opportunities
Be able to communicate in presentations and writing with the bankers the views and characteristics of the investment opportunities in the platform
Have strong experience on the market execution process with internal and third party counterparties
Wishlist coordination and distribution – Pre-trade compliance checks, and interaction with internal investment teams and external teams
Investment Product Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Investment Product Specialist
Typically a job would require a certain level of education.
Employers hiring for the investment 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 Finance, Economics, Accounting, Engineering, Business, MBA, Management, Education, Marketing, Graduate
Skills for Investment Product Specialist
Desired skills for investment product specialist include:
Microsoft applications
Products and services within Asset Allocation
Aspects of client servicing
Concepts
Fixed income quantitative measurements
Investment business and the Institutional marketplace
Investment products
Markets
Product management experience
Programming languages
Desired experience for investment product specialist includes:
Custody Account Changes
Confidently present solutions and market themes to clients, researchers, consultants and prospective investors in one on one meeting in conferences, addressing a large audience
Identify investment trends and develop investment themes to support our clients the sales and marketing teams
Series 7 and 63/66 licenses are required within 6 months of hire
Five to seven years of experience working with packaged products or ancillary businesses
Accountable for coordinating the resolution of all security reference and product data related operations issues with both internal and external parties, particularly with the investment/trading teams and vendors
Investment Product Specialist Examples
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Investment Product Specialist Job Description
Job Description Example
Our innovative and growing company is looking for an investment 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 investment product specialist
- Organizing State Street invoice validation and signoff
- Responsible for adhoc Treasury report requests
- Promote an operational mentality towards continuous process enhancements
- Develop a deep understanding of our client’s business, investment objectives, investment guidelines and portfolio composition
- Become fully conversant in MIM’s investment capabilities, market views and portfolio strategies
- Communicate/liaise with clients by telephone or in person, as needed
- Manage quarterly client reporting packages
- Conduct market and portfolio analyses as needed
- Build and strengthen client relationships through ongoing contact, professionalism and high level of responsiveness and proactive effort
- Directly influence and execute strategy for the product set managed by the Sr
Qualifications for investment product specialist
- Communicative and strong ability to negotiate deals with counterparties
- Knowledge of Microsoft Access would be a plus
- Proficient with Excel is a must
- Using strong interpersonal skills to building strong working relationships with other Data Management professionals, Traders, Portfolio Managers, and Technology
- Experience with Canadian retail and institutional distribution landscape product solutions
- Experience in bond portfolio construction and management --- recommend switches, hedges
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Investment Product Specialist Job Description
Job Description Example
Our company is growing rapidly and is hiring for an investment 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 investment product specialist
- Create/maintain training materials, marketing materials and investment resources as it pertains to investment products
- Possess a firm understanding of the diagnostic sales process and employ its principles and techniques when engaging with a prospect or client
- Support existing Investment Management content and feed clients with a strong focus on renewal rate
- Assist the trial process with a thorough understanding of the client’s workflow, and how Market Intelligence’s content and feed solutions (including ClariFI and various enterprise delivery platforms) may enhance that workflow
- Help with SQL queries for Xpressfeed and/or ClariFI clients, and utilize other scripting languages (Python, R, Matlab, etc) to assist clients with data-related projects both pre and post-sale
- Act as a product specialist for the content and feed business by understanding the application of Market Intelligence content for complex buy side workflows, conducting training, troubleshooting problems, answering product questions, and working on proof-of-concept projects to ensure that the client has the tools that will make their content and feed experience a success
- Assisting to manage the control, amendments and issue of all the Terms and Conditions
- Providing Subject Matter expertise around all of our products and support to the customer facing teams where they have technical/difficult queries, including the drafting of responses
- Supporting the maintenance of all product related documentation including but not limited to agreements, terms and conditions, account application/maintenance forms and standard letters
- Managing the creation and issue of bespoke communications to customers
Qualifications for investment product specialist
- Proven track record in UCITS development and management
- Up to date knowledge on UCITS regulations and developments in the Irish domicile offerings
- 3-5 years+ of experience working at an investment management firm in a client-facing role
- Knowledge of general economic conditions and their impact upon global corporate credit fundamental and technical market conditions
- Superior interpersonal and oral and written communication/presentation skills
- Self-motivated and well-organized, with the capability to work within a team
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Investment Product Specialist Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment 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 investment product specialist
- Liaising with colleagues including C-level stakeholders in resolving complex complaints
- Acting as the customer advocate to input to projects which impact the end customer
- Providing project support where required, ensuring own deliverables are on time and to specification
- Assist the trial process with a thorough understanding of the client’s workflow, and how Market Intelligence’s content
- Possess a strong understanding of the diagnostic sales process and employ its principles and techniques when engaging with a prospect or client
- Close interaction with other investment professionals responsible for Mutual Funds, Liquid Alternatives, Private Equity, Structured Asset Solutions, and Asset Management developing the investment solution positioning and communication elements for the advisory business
- Being part of the investment value chain with proximity to the Investment Committee, the Advisory Implementation Committee and Investment Strategy & Research providing the house view and the investment themes
- You join a visionary, very dynamic and highly motivated team, whose team spirit and specific expertise guarantee an exciting working environment and growth opportunities
- Partner with Division & Regional Directors, Divisional Investment Manager, Market Directors and Supervisory Managers to grow investment business, coach advisors, recruit external advisors and mitigate risk within the region
- Coordinate the assimilation, development, packaging and dissemination of the RFP response
Qualifications for investment product specialist
- Extensive experience in a product development/management capacity in a financial environment
- 4-10 years of relevant industry experience (banking, investment management, consultancy) and ability to transplant this knowledge into product conversations
- Deep understanding of bank financials and the banking sector environment
- Demonstrates drive, initiative, energy and sense of urgency
- Passion for data driven analytic solutions
- A high level of client service and communication skills
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Investment Product Specialist Job Description
Job Description Example
Our company is looking to fill the role of investment product specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment product specialist
- Manage the overall timeline of the RFP to ensure deadlines are met
- Perform Daily Trade Support functions including Trade Corrects, Trade uploads
- Monitor and daily Fail reports
- Ad hoc reporting requests from our clients and investors Including position P/L reports, margin maintenance / requirement reports, and other one off client requests
- Creation and distribution on daily client reports
- Responsible for quality control of client facing data including daily reports prepared for clients monthly reviews of client statements to identify potential issues
- Work independently to prioritize the daily work and ensure all requisite procedures and controls are adhered to
- Tracking issues and working with technology and operations to resolve them
- Possess a firm understanding of the diagnostic sales process and employ its principles and techniques when engaging with a prospect or client, understanding the commercial pricing and client's use of platforms and data to inform pricing
- Assist the trial process with a deep understanding of the client’s workflow, and how our solutions may enhance that workflow
Qualifications for investment product specialist
- At least 5 years extensive experience as Fixed Income cash or derivative sales in an investment bank or Fixed Income product specialist in a major Private Bank
- Responsible for development and on-going maintenance of Irish Domiciled UCITS funds, including UCITS Common Contractual Funds
- Maintain CCF client Tax documents database, and serve as contact for Tax pooling, to solve CCF tax related queries and challenges
- Strong level of computer skills and proficiency in MS Office software
- Organized and detail oriented, understands the product development process
- Probes more deeply when confronted with inconsistent or interesting findings
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Investment Product Specialist Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of investment product specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment product specialist
- Take direct responsibilities for allocated strategies and understand their points of differentiation and portfolio status
- Produce regular insightful updates (written and filmed) and in-depth thought pieces from managers of the allotted strategies
- Candidate has excellent communication, client relationship management, and marketing/design skills
- Help to develop and prepare management level presentations in support of product implementation
- Work closely with Sales Management teams to evaluate client and advisor feedback
- Serve as a subject matter expert to internal partners and external money managers
- Develop strategic and tactical (ad hoc) reports and trackers
- Implements the local ADV strategy and roadmap
- Keep himself/herself informed and aware of the SGPB/KH investment strategy, key themes, and also of any potential evolution/change within the SGPB/KH investment offering
- The role is very diverse, balancing day to day queries with regular client commitments
Qualifications for investment product specialist
- Demonstrated ability to communicate ideas effectively, strong verbal and written communication skills
- Bachelor’s degree in Business Marketing, Economics or a related field
- Minimum 2-3 years work-related experience in product and/or project role or equivalent
- Ability to solve complex problems, focusing on results, often times managing many complex asks at a time
- Working knowledge of the financial services industry with an emphasis on the Registered Investment Advisor market
- Functional knowledge of Microsoft Office applications including Excel, Outlook, Word, and PowerPoint