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Company values the talented and diverse workforce we've cultivated over the years. Our nearly 60-year history includes a strong tradition of providing innovative investment ideas and a world-class experience for the individuals, institutions and financial advisors we serve. Our strong foundation is built on collaboration, creativity, and the extraordinary people who play an integral role in our success every day.
Company is seeking a Product Associate for its Equity Product Management team. The Product Associate will help position a set of global and international investment strategies, research product and market trends, and support Product Management initiatives. The individual will take strategic direction from a lead Product Manager and work closely with product managers and client portfolio managers across the Equity product suite.
The role will include helping with product positioning, product research/trends, and support of overall product management initiatives across a diverse group of existing and new investment strategies. The individual will work closely with the marketing and portfolio teams, as well as other key business support functions.
This individual should have an understanding of investment markets and concepts. Strong communication and organizational skills are core requirements for the position.
Business Lines Supported:
Broker/Dealer Advisors and RIA Distribution
Private Bank/Trust Bank/Family Office
Third Party Distribution including DCIO, Sub-Advisory, and TAMP
Institutional including Consultant and Separate Account business
The Product Associate will provide support for equity product initiatives including:
Support month- and quarter-end product marketing update process
Assist in crafting marketing collateral and fund-specific presentations for sales team
Analyze competitive landscape using such programs as Factset, Morningstar, and Lipper
Research product trends and compile fund data (i.e. market share, asset growth, sales)
Coordinate efforts between departments (i.e. portfolio, marketing, legal, finance)
2-5 years of industry experience and solid understanding of investment management
Ability to learn new systems as required
Ability to demonstrate sound judgment
Experience with analytical tools such as Factset, Bloomberg and investment databases
Attention to detail is critical to success
Strong verbal and written communication skills
BA/BS Degree required
Progress towards CFA or advanced degree preferred
We are a dynamic firm that values teamwork and collaboration, and true to our history, we encourage independent thinking and provide ample opportunities for our people to stand out and make a difference. With offices in New York, Denver, Rochester and Dallas, we work hard to turn our unconventional wisdom into value for investors and pursue excellent results for ourselves and our firm. Learn more about the culture and opportunities at Company here: Company website
Company and its subsidiaries and affiliates provide equal employment opportunity to all qualified individuals without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, veteran status, or any other characteristic protected by law in all employment functions including recruitment, evaluation, selection, promotion, compensation, benefits, training, and termination of employment.
Note that this posting is intended for individual applicants. Search firms or agencies should visit our vendor management partner at Company website for more information about doing business with OFI.
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