Investment Product Manager Resume Samples

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JS
J Stark
June
Stark
4681 Darrick Forks
Phoenix
AZ
+1 (555) 659 1646
4681 Darrick Forks
Phoenix
AZ
Phone
p +1 (555) 659 1646
Experience Experience
03/2016 present
San Francisco, CA
Investment Product Manager Portfolio Counselor
San Francisco, CA
Investment Product Manager Portfolio Counselor
03/2016 present
San Francisco, CA
Investment Product Manager Portfolio Counselor
03/2016 present
  • Develop and implement a successful investment strategy to raise awareness among the RMs to enhance penetration of wealth management investment offerings
  • Spearhead the launch of new investment products in the country across all phases
  • Manage the existing product programs and do modifications/ renewals as deemed necessary and work towards integration with UAE Product Team
  • Provide Investments process support to RMs and clients on an on-going basis
  • Product Upload on Navigator and provide Navigator Support to RMs on an on-going basis and coordination with IT and Operations for back end issues and own Navigator from end to end
  • Business Analysis and Reporting and provide Product Risk Rating Updates
  • Contribute towards IISC Meetings, RCB EMEA Brokerage Community Call, EMEA Investment Products & Advice call and EMEA Mutual Funds Call
05/2010 10/2015
Phoenix, AZ
Product Manager Investment Analytics
Phoenix, AZ
Product Manager Investment Analytics
05/2010 10/2015
Phoenix, AZ
Product Manager Investment Analytics
05/2010 10/2015
  • Product Managers
  • Identify new and enhanced global product opportunities, providing input to market/product strategy initiatives
  • Relationship Managers
  • Provide consultation and advisory services based on market best practices to regulators as an expert in Investment Analytics
  • Investment Managers
  • Drive the development and maintenance of a holistic product strategy and associated roadmap for Investment Analytical services in Asia
  • Service delivery of investment performance & risk analytics for internal and external clients in Asia
04/2004 11/2009
Phoenix, AZ
Investment Product Manager
Phoenix, AZ
Investment Product Manager
04/2004 11/2009
Phoenix, AZ
Investment Product Manager
04/2004 11/2009
  • Serves as the implementation liaison between the client and the production areas, i.e. Investments, Finance, Technology, etc
  • Develops methodology to measure and monitor results of product management effort and the product itself.This includes researching and identifying enhancements to existing product, gathering and analyzing competitive data and market trends
  • Coordinates projects that support delivery of the products and enhancements
  • Overseas the development of product packaging, pricing structure, marketing materials and a marketing plan
  • Responsible for direct interaction with different committees and/or management
  • Carries out activities that are large in scope, cross-functional and technically difficult
  • Operates independently; has in-depth knowledge of business unit function
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of California, San Diego
Bachelor’s Degree in Business
Skills Skills
  • Supports multiple products while maintaining consistent, sustainable and scalable processes and controls
  • Flexible and adaptable to change; able to reach decisions within given time constraints
  • Knowledge of regulations applicable to mutual funds
  • Proficient with Bloomberg and Microsoft Office products
  • Strong written and verbal communication skills
  • Strong organizational and data analysis skills
  • Flexibility, initiative and strong commitment
  • Good communication, including written English skills, and influencing skills
  • Deep knowledge on investment product such as mutual fund, structured product, trust, asset management product, PE, etc
  • Maintains regular contact with peers internal and external to firm, including regulators and professional organizations
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1

Investment Product Risk Manager Resume Examples & Samples

  • Participating along with other control function reviewers and DPAC members in the review of retail investment products and services across all product lines, including alternative investment and mutual funds, exchange traded instruments, structured products and derivatives, investment advisory services, annuities and insurance, trust and estate products, and algorithmic strategies and indices
  • Advising the business regarding DPAC processes and procedures, documentation and other requirements needed to present a product or service to the DPAC for approval. Reviewing submissions to the DPAC to determine whether they meet DPAC requirements as to form, scope, and content. Coordinating and tracking the periodic review of product programs
  • Maintaining formal documentation, including minutes and reports, of DPAC proceedings and decisions. Responding to requests for information regarding DPAC activities and reviews
  • Coordinating with the regional DPACs to ensure consistency and common practices and other Citi product approval committees to share information and coordinating joint reviews when necessary
  • Preparing for and participating in regulatory examinations and investigations, including drafting responses to initial inquiries and findings, producing requested documents, providing presentations, and addressing questions
  • 5+ year’s professional experience in financial services, product structuring, investment product sales and/or private wealth management
  • Bachelor degree. Advanced degree in business, finance, law or economics desirable
  • Understanding of and interest in financial products and services
  • Strong software proficiency (Word, PowerPoint, Excel)
  • Superior analytical and writing skills
  • Strong interpersonal and organizational skills including sophisticated communication and relationship management skills
  • Ability to work effectively in a team setting and drive initiatives to completion
  • Ability to see the "big picture" without losing attention to detail and full engagement
  • Creativity in thought and approach
2

Investment Product Risk Group Manager Resume Examples & Samples

  • 10 years' work experience preferred
  • Bachelor degree, with experience in math/statistics and/or economics/finance desirable (MBA, CFA or higher education/certification preferred)
  • Extensive working knowledge of capital markets (specifically derivatives instruments such as swaps, forwards/futures, and options) and asset management (specifically asset allocation, portfolio construction, security selection and performance evaluation)
  • Experience building and managing high-performing teams
  • Candidate must be well versed in both capital markets, including: derivatives (e.g., options, swaps); foreign exchange (e.g., forwards, futures); and structured products; and asset management, including: portfolio construction and optimization, trade allocation, and portfolio risk management
  • Very strong interpersonal and organizational skills. Ability to create and maintain strong relationships with a diverse array of personalities occupying both junior and senior positions is a must
  • Strong ethical and moral compass with the ability to make difficult decisions and communicate/document those decisions professionally
  • Strong analytical skills including statistics and related factor analysis and stress testing techniques
  • Candidate must have a demonstrated ability to develop strong interpersonal relationships quickly
  • Strong demonstrated writing ability; to clearly and succinctly convey his/her analysis and views to an audience of senior managers. (Writing Sample May Be Required)
  • Ability to work effectively in a team setting; with demonstrated ability to manage and influence divergent views across a complex organization in the absence of direct authority
  • Strong interest in private banking and investment-product distribution businesses. Be open to expanding responsibilities outside of direct experience
  • Ability to see the "big picture" without losing attention to detail. Takes pride of ownership in all deliverables and the activities of his/her team
  • Flexibility in thought and approach; able to introduce creative solutions and enact reasonable judgment to complex issues that have no ‘right’ answer
3

Senior Product Manager Payments & Cash Management Deposit & Investment Products Resume Examples & Samples

  • The key challenges relate to scale and the global nature of the role. The role will demand effective communication and coordination among a broad array of internal and external stakeholders. Effective stakeholder management across a broad array of internal and external constituencies (e.g. customers, regulators, competitors, vendors, alliance partners, IT, Operations, Compliance, Tax, Legal, Finance etc) is central to the role. Given the complexity of the business, the marketplace, and the HSBC Group inclusive of client segments as a whole, stakeholder management and effective leadership is essential to the role and will often present new challenges to the job holder
  • Effective understanding of the business dynamics and the cost of capital when making investment decisions is a core attribute of the role. Consideration of relative merits of alternative investment options across the Group or externally to support product & business development is an important characteristic of the role The ability to exercise astute commercial judgement and evaluate investment opportunities while taking into account the constantly changing internal and external operating environments is and will be an ongoing challenging facet of the role
  • A multitude of variables that have a direct bearing on the role include; rapidly changing market conditions in a very competitive environment, sophisticated and evolving nature of clients’ businesses and technology, interest rate volatility, pricing compression, exiting or lowering lines of credit, the introduction of disruptive technologies, regulatory and accounting changes driving new or enhanced legal documentation and finally non traditional competitors creates an ever changing landscape of threats and opportunities which the job holder will be required to meet head on and deal with effectively. Driving execution and commercialization is therefore not straightforward and requires prompt and astute business leadership by the job holder
4

Assistant Product Manager, Investment Funds Resume Examples & Samples

  • Legal, Tax and Compliance
  • Risk
  • Corporate Audit
  • Project Managers from applicable PMO office
  • Finance and Finance Shared Services
  • Accounts Payable
  • Strategic Sourcing and Procurement
  • Corporate eBusiness and Marketing
  • Bachelor’s degree in business, finance, marketing or related field
  • Minimum 2 years of related business experience in the financial services industry, preferably gained in the investment industry in product management, marketing, customer service, or sales
  • Completion of CSC or IFIC courses an asset
  • Thorough understanding of mutual fund products, registered plans, taxable issues, and industry standards
  • Thorough knowledge of the Bank’s products, processes, and services
  • Project management skills with strong organizational, analytical and problem-solving capabilities
  • Strong communication (written & verbal) and interpersonal skills
  • Self-motivated, strong work ethic and results-oriented
  • Able to prioritize and advance several projects simultaneously while maintaining accuracy and quality of work
  • Demonstrated comfort working with data
  • Adaptable
5

Asset Management GWM Investment Product Middle Office Project Manager Resume Examples & Samples

  • Strong analytical/writing skills, ability to quickly analyze information and creatively reach solutions
  • Ability to handle multiple tasks simultaneously
  • Ability to take the lead in unstructured situations
  • Previous experience in Business Management, Trade Support, Risk Control Management, or Project Management is a plus
  • Proficient with Microsoft products including Visio, Excel, Project, Access, and Word
6

Investment Product Risk Manager Resume Examples & Samples

  • Participating along with other control function reviewers and DPAC members in the qualitative review of retail investment products and services across all product lines, including alternative investment and mutual funds, exchange traded instruments, structured products and derivatives, investment advisory services, annuities and insurance, trust and estate products, and algorithmic strategies and indices
  • Advising the business regarding DPAC processes and procedures, documentation and other requirements needed to present a product or service to the DPAC for approval, and responding to requests for information regarding DPAC activities and reviews
  • Reviewing submissions to the DPAC to determine whether they meet DPAC requirements as to form, scope, and content
  • Coordinating and tracking the periodic review of product programs
  • Maintaining formal documentation, including minutes and reports, of DPAC proceedings and decisions
  • In addition to the DPAC-related responsibilities, the position involves broader involvement in various IPR initiatives and responsibilities connected with the covered businesses’ product structuring, sales and suitability activities
  • 3+ year’s professional experience in financial services, investment product sales, and/or private wealth management, including compliance, legal or risk
  • Understanding of, and interest in, wealth management or financial products and services
7

Wilmington Trust Investment Product Manager Cu B Resume Examples & Samples

  • Review new developments in and out of Wilmington’s markets, evaluating and recommending new services or new products, or the modification of existing services or products
  • Establish marketing objectives; work with all Wilmington divisions (M&T Securities, Wealth Advisory, and Institutional Client Services) to develop effective programs to offer services/products
  • Recommend product pricing and understand cost structure, as well as understand and manage product risk
  • Ensure product complies with legal or regulatory requirements
8

Product Manager Cpb Citi Investment Management Resume Examples & Samples

  • Manage and assist with the production of Multi Asset Class Solutions and Alternative Solutions product deliverables, tools and resources for the sales force in Citi Private Bank and Citi Consumer Bank globally
  • Manage and coordinate product related functions: investment manager updates and product specific banker and investor communications in coordination with internal/external product and service providers
  • Support the oversight of Luxembourg domiciled fund families, a traditional fund of funds and a hedge fund of fund vehicle, ensuring corporate governance, regulatory compliance, and efficiencies in administration
  • Engage with internal and external service providers and global operations teams to support and/or resolve distribution, servicing queries and operational queries
  • Respond to queries from the field on account opening, sales materials and ongoing maintenance of accounts
  • Maintenance of relevant platform documentation and manager information across the CPB Intranet sites
  • Working with the functional partners to enhance the operational processes for our multi asset class and alternative solutions offerings across distribution channels and operational platforms, e.g. Pershing and OpenWealth
  • At least 2-3 years of experience in financial services, preferably in asset or wealth management product management
  • Knowledge of fund structure’s, regulated mutual funds or hedge funds
9

Gcg Investment Product Manager Resume Examples & Samples

  • Responsible for driving Structured Notes and Fixed Income Securities development and business growth
  • Engage with key stakeholders and various regional and in-country approvers to devise an effective product strategy, sales process and product launch framework
  • Manage working relationships with issuers for ongoing product updates, new product launches, etc
  • Engage sales team, equity advisory team and client advisory group with product activities - refreshers, updates and seminars
  • Work cooperatively and synergistically with research, equity advisory and client advisory teams to launch innovative themes, product structures and process reengineering
  • Manage activities pertaining to policy changes, client communication, operational engagement, systems, adherence to compliance and control, and regulatory changes
  • University degree preferably in Finance/Business Administration
  • 5-8 years of working experience in a financial institution with relevant experience in investment products
  • Experience working with issuers/product providers and branch sales channels
  • Strong interpersonal and communication skills with demonstrated ability to coordinate across various teams
  • Creative approach with the ability to anticipate challenges and develop innovative solutions
  • Team oriented and ability to work under pressure and stay organized
  • Strong understanding of Microsoft Office, particularly in Excel and VBA
10

Manager, Investment Product Wealth Mgmt Resume Examples & Samples

  • Deep knowledge of the manager/product universe for both traditional and alternative investments, including knowledge of various investment strategies, product trends and investment vehicles
  • An understanding of performance attribution, factor models and quantitative methods
  • Strong interpersonal skills and a collaborative mindset. Solid communication skills, both oral and written
  • 10 years of personal or institutional investment experience with particular emphasis on product or project management. Candidates should have proven leadership skills including prior experience managing a team, and have CFA and/or MBA
11

Investment Product Manager Resume Examples & Samples

  • In-depth understanding of global stock and bond market mechanics and how securities are valued
  • Analytical skills required to review security valuations and assess their impact to the Business Unit
  • Knowledge of regulations applicable to mutual funds
  • Must be a self-starter, able to work both independently and as part of a team
  • Strong organizational and data analysis skills
  • Flexible and adaptable to change; able to reach decisions within given time constraints
  • Proficient with Bloomberg and Microsoft Office products
  • Conducts high-touch research and analysis of securities data from various public sources
  • Supports multiple products while maintaining consistent, sustainable and scalable processes and controls
  • Keeps abreast of emerging industry and regulatory trends
  • Confirms pricing mandates and procedures are followed
  • Maintains regular contact with peers internal and external to firm, including regulators and professional organizations
12

Investment Product Manager Portfolio Counselor Resume Examples & Samples

  • In-depth knowledge of investment products and the overall investment process from end to end
  • Comprehensive knowledge of portfolio management, investment management, market / economic / financial trends
  • 3-5 years' of work experience in financial industry with 2-3 years of investment experience preferably with sales or product background within Bahrain
  • Credit related experience or understanding of credit products would be an added advantage
  • Strong analytical/problem solving skills/quantitative/ Organizational and influencing skills
  • Excellent presentation and computer skills (MS Excel)
  • Excellent verbal and written communication skills & multilingual English / Arabic will be an additional asset
  • End-to-end business perspective
  • Team player, collaborative and team oriented work with good interpersonal skills
  • Self-starter with high work ethics and willingness to go the extra mile
  • Graduate/ MBA along with related Certifications
13

Investment Products & Services Senior Product Manager Resume Examples & Samples

  • Work with the team to rollout new products (onshore/offshore products, mutual fund, structured products, FX, trust, etc), and drive new projects or programs (30-50%)
  • Onshore and offshore product research & selection including due diligence (i.e: structured notes, trust, onshore/offshore funds) (20%-30%)
  • Provide product outlook and investment strategy, and actively support CIO function contributing to asset allocation strategy (20-30%)
  • Actively support CAs in client meetings and presentations as well as sales management activities (10%)
  • Product Risk and Business Management
14

Investment Product Manager Resume Examples & Samples

  • Strong financial knowledge
  • Have working experience of minimum 5 years in the wealth management business
  • Good analytical and presentation skill
  • Good knowledge on local regulation
  • From reputable university
15

Service & Product Manager for Investment Decision Support & Portfolio Resume Examples & Samples

  • 3 years of related experience, preferably in a large and global financial organization or in a large IT service provider in the financial sector
  • Broad knowledge of asset management and investment processes
  • Strong verbal and written communication skills in English and German
  • Proactive "doer" approach with a desire to resolve issues / conflicting demands quickly, effectively and in a pragmatic way
16

Senior Manager Investment Product Development Latam Resume Examples & Samples

  • Responsible for the development and implementation of investment products, primarily mutual funds, in various Latin American countries in support of the business strategies of our International asset management businesses by
  • Conducting comprehensive market and competitor assessments, as well as legal, regulatory and operational assessments to develop business cases that support various investment product delivery and implementation
  • Responsible for leading and influencing key product management and product development initiatives by
  • Conducting regular product audits of specific opportunities across the product shelf
  • Developing subject matter expertise to prospectus and other regulatory documents
  • Supporting growth opportunities such as strategic acquisitions by participating in due diligence meetings and analysis as required
  • Other investment product development and management responsibilities include
  • Develop and maintain solid knowledge of mutual fund and pension best practices to support communication and implementation of these practices in various countries and businesses
  • At least 5-7 years’ experience in developing products and strategies in the investment fund industry, with International financial services experience a definite asset
  • Fluency in both English and Spanish (written and oral) is required
  • Strong knowledge of financial products, financial markets, and portfolio management principles
  • Strong analytical and financial analysis skills and a well-developed knowledge of current project management methods. Detailed knowledge of project management, word-processing, spreadsheet, and presentation software are essential
  • Strong communication and leadership/management skills, including people management experience, to be able to effectively delegate work, and motivate and coaching teams especially without direct reporting lines. Demonstrated success in a leadership capacity
17

Investment Management Product Manager Resume Examples & Samples

  • Management, development, and advocacy of the investment strategies within Wilmington Trust, including funds (mutual, common, collective and private), separate accounts, and managed accounts
  • Responsible for product financials, including revenue planning and product profitability
  • Manage all aspects of new product implementation and existing product modification to include, but not limited to the design and development of services; act in a liaison capacity with affected departments
  • Travel limited to several days a month
  • Demonstrated track record of managing projects that achieve tangible business results
  • Candidates should also have a long-term career objective of becoming a senior
18

Product Manager for Investment Decision Support & Portfolio Management Resume Examples & Samples

  • Ensuring the stability of the SWC
  • Ensuring setup, maintenance and decommissioning of the SWC and its related product inventory (e.g. i-SAC, EAPM)
  • Conducting the First Cut Requirements Assessment (FCRA) and ensuring the implementation of the Minimal Enterprise Requirements (MERs)
  • Creating Request-for-changes (RFCs) and giving Production Sign-Off (PSO)
  • Coordinating activities regarding 3rd level support, Business Continuity Management & Crisis Management with the exception of 3rd party components
  • Ensuring that IT Bulletins are analyzed and related requirements are properly raised
  • Being responsible for the achievement of goals regarding operation, availability and performance of the SWC along the lifecycle (this does not include any CtB enhancements)
  • Being responsible for all IT-Risk- and IT-Security aspects of code production and system operation (e.g. PADI/FICAS, CDC, Encryption, Backup, Archiving) and compliance of the SWC
  • 2 years of related experience in an IT service provider in the financial sector
  • Knowledge of UBS IT Infrastructure and Tools - e.g. iSAC, OCRWeb, RTM, FCRA, CDC-I, Service Now, QC, BBS/ECMS is an advantage
  • Good verbal and written communication skills in English
  • Ability to multitask and prioritise based upon the requirements
  • Comfortable working with people from diverse backgrounds, cultures, and geographical locations
19

IT Service & Product Manager Investment Decisions & Portfolio Mgmt Resume Examples & Samples

  • Defining the service and product strategy for the responsible area closely aligned with customer needs and considering market developments and trends. Defining and managing sourcing and vendor strategies
  • Assuming end-to-end service and product management incorporating continuous improvement of the service/product as part of the life cycle management. This also includes maintaining the product information in inventories
  • Defining and agreeing on Service Level Agreements (SLA's) and on pricing of the services. Establishing Operational Level Agreements (OLA's) with internal and external service providers
  • Managing service and product performance towards cost and quality targets. Monitor and review reports and billing and measure Total-Cost-of-Ownership (TCO)
  • Manage service and product related risk including proactively identifying and raising control deficiencies and driving diligent and sustainable risk remediation. Manage risks that could seriously impact IT services and products in order to provide minimum agreed service levels
20

Gcg-investment Product Manager Resume Examples & Samples

  • Responsible for Equity Linked Account and Brokerage Platform Development for business growth
  • Work with key stakeholders and various regional and in-country approvers to devise an effective product strategy, sales process and product launches
  • Manage working relationships with Issuers for ongoing product updates, new product launches, etc
  • Responsible for providing the sales team with the necessary technical expertise to enable them to sell the product which involves sales documentation, compliance, marketing materials and product training
  • Act as point of first reference for all product related enquiries and work collaboratively with stakeholders to address any issues that may arise
  • Proactively identify opportunities to innovate for product launches/developments and process re-engineering
  • Responsible for generating, reviewing and maintaining product/sales data to ensure that the sales team and management are kept up-to-date on activity progress
21

Investment Product Manager Resume Examples & Samples

  • Consults with complex financial intermediary clients and prospects to analyze and determine product implementation needs as they relate to investment products
  • Serves as the implementation liaison between the client and the production areas, i.e. Investments, Finance, Technology, etc
  • Develops methodology to measure and monitor results of product management effort and the product itself.This includes researching and identifying enhancements to existing product, gathering and analyzing competitive data and market trends
  • Coordinates projects that support delivery of the products and enhancements
  • Overseas the development of product packaging, pricing structure, marketing materials and a marketing plan
  • Responsible for direct interaction with different committees and/or management
  • Carries out activities that are large in scope, cross-functional and technically difficult
22

Senior Manager Investment Product Development Resume Examples & Samples

  • Responsible for the development and implementation of investment products, primarily mutual funds, in various Caribbean countries in support of the business strategies of our International asset management businesses by
  • Coordinating comprehensive market and competitor assessments, as well as legal, regulatory and operational assessments to develop business cases that support various investment product delivery and implementation
  • Developing and implementing a disciplined approach to product development grounded in idea generation, product scoping/analysis and portfolio management/product development best practices that will result in profitable investment product development
  • Collaborating with a number of bank subsidiaries and departments, both domestically and internationally (e.g. Strategy, Risk Management, Marketing, Finance, Legal, Compliance, Scotia Asset Management, 1832 Asset Management) to ensure investment product development projects are completed within the budget and established timelines
  • Providing advice and counsel in the proper positioning of the Funds with marketing and sales channels, and recommending and driving product enhancements to improve product quality, profitability and marketability
  • Recommending and implementing mutual fund strategies (e.g. pricing/distribution/risk management strategies) for profitable growth
  • Ensuring value added key messaging and continued development of future enhancements
  • Analysis and review of product pricing and profit metrics
  • Manage relationships and lead regular communications with country-based product managers and investment managers to ensure solid understanding of portfolios and support communication of same, by providing recommendations and advice on strategic and operational aspects of the fund business
  • Developing/implementing ad hoc investment policies and procedures required to launch and sustain complicated investment product/services/ initiatives by working closely with the Director, Investment Product Development
  • Developing investment services/ investment strategies/financial advice and planning concepts for the retail branch network and other Investment Product distribution channels outside Canada
  • Providing support and guidance on fund manager and product selection to offshore brokerage to ensure best-in-class approach so that clients have high quality investment choices
  • Appropriate investment industry accreditation to support investment product and service development. This should include accreditation such as Canadian Securities Course, Investment Funds in Canada, and/or a Financial Planner designation, CIM designation, CFA designation (or progress towards)
  • Thorough knowledge of conditions in the countries being supported for investment product and service development initiatives from a legal/regulatory, political, tax and cultural standpoint
  • Strong initiative, forward thinking and creative problem solving skills
23

Investment Specialist / Product Manager Resume Examples & Samples

  • Thorough knowledge of fixed income and currency investment strategies
  • An ability to bridge the gap between fund managers/analysts and the distribution process
  • Have a proven track record in managing high touch relationships with internal and external stakeholders, and the ability to build relationships
  • Outstanding written and verbal communication skills
  • Excellent attention to detail with the ability to identify minute mistakes in client receiving documents
  • A strong level of drive, commitment, dedication and passion
  • Relevant tertiary qualifications (finance related, MBA and CFA candidacy or qualification highly regarded) with an exceptional academic record
24

Ipb-investment Product Manager Resume Examples & Samples

  • Join a dynamic team of investment product specialists, and be a part of a strong wealth management business franchise which services the banking needs of high net worth individuals
  • Be a subject matter expert in the area of Investment Funds with the objective to build, manage and enhance the bank's suite of investment funds offerings
  • Drive the Funds business and be responsible for the funds revenue to contribute towards overall investment products revenue
  • Conduct due diligence on new investment funds as well as performance reviews of existing funds
  • Provide market commentaries to RMs and maintain a synergetic relationship with the RMs
  • Generate and distribute investment strategies, ideas and articulate investment concepts to RMs
  • Enjoy partnering the RMs and assisting to create investment proposals and conducting regular portfolio reviews for their clients
  • Be responsible to help build an efficient product platform to meet HNW clients’ investment needs
  • Have an oversight on the infrastructure/processes/systems for Investment funds , and be responsible for sales documentations, business agreements, and service level agreements
  • Liaise effectively with respective stakeholders including the Regional team, Technology, Regional Operations, Counterparties, to ensure smooth operations and processes
  • Identify changes in regulation and develop/improve systems, frameworks and tools
  • 6 to 8 years covering wealth management products/investment advisory role
  • CFA and/or post-graduate degree in economics, investments or finance will be an added advantage
  • Business proficiency in another relevant market language besides English will be a strong advantage
  • Good working knowledge of economics and market news
  • Experience/knowledge of banking products
  • Must be a self-starter with drive and initiative and eagerness to learn
  • Excellent team skills and the ability to work effectively with all levels
  • Mature disposition with the ability to persist and convert an idea/opportunity into business
25

Gcg-investment Product Manager Resume Examples & Samples

  • Tertiary degree, preferably in Finance/Business Administration
  • 5-8 years of working experience, in a financial institution with relevant experience in Investment products
  • Driven, assertive, innovative, resourceful and a keen eye for details
  • Strong problem solving skills and willingness to roll up one’s sleeves to get the job done
  • Experience working with Issuers/product providers and Branch sales channels
  • Strong interpersonal and communications skills with demonstrated ability to coordinate across various teams
26

Investment Product Manager, Wealth Management Resume Examples & Samples

  • Degree holder, preferably in economics or finance
  • Minimum 6-10 years of relevant experience. Candidate with experience in private banks or high net worth client segment would be preferred
  • Sound knowledge in investment products
  • Good interpersonal skills and presentation skills. To be able to deal with people at all levels
  • Good command of written and spoken English and Chinese
27

Product Manager Investment Analytics Resume Examples & Samples

  • Service delivery of investment performance & risk analytics for internal and external clients in Asia
  • Client relationship management support for internal and external clients of IRP in Asia
  • Technical expertise and product consulting for internal and external clients of IRP in Asia Pacific
  • Relationship Managers
  • Client Service Managers
  • Administration teams
  • Product Managers
  • IRP teams globally
  • BNP Paribas Clients
  • Investment Managers
  • Assets consultants
  • Vendors / Data Suppliers
  • Masters degree in finance
  • English level: advanced
  • CFA / CIPM / CAIA or FRM certifications recommended
  • 8-10 years of experience in the financial services industry, with at least five years of product management experience on asset fund services products
  • Deep theoretical knowledge of financial instruments (equity, fixed income, derivatives, swaps, forwards, mutual funds...)
  • Institutional market experience preferred, especially on Asian markets
  • Operational experience in the financial services industry working directly on Investment Analytical services (performance / attribution / risk / compliance)
  • Recommended understanding of the technology and systems supporting the products with direct knowledge of core analytical platforms
28

Investment Product Marketing Manager Resume Examples & Samples

  • Translates business objectives into defined marketing objectives, strategies and tactics and develops clear requirements to ensure that project teams receive accurate direction. Supports the analysis of varied sources of data and information to inform planning decisions as needed. Partners with Project Leads to deliver medium and small marketing initiatives
  • Ensures that marketing teammates and our RIG business partners, understand all aspects of marketing and project strategies. Updates marketing colleagues and business partners throughout the planning and development life cycle of initiatives, and partners with project or communications manager to communicate updates within marketing. Provides program results to stakeholders in a meaningful way
  • Serves as an advocate for our business partners and for Retail Marketing and Communications (RMC) and balances the relationship between both parties. Ensures that we develop the right solution for our partners and manages the prioritization of projects and resources to achieve desired results
  • Understands how to approach problems from different angles and presents alternate solutions when challenged with obstacles. Works effectively with different teams or different approaches to achieve desired results
  • Leads change within both marketing and across the organization. Builds consensus for our objectives and marketing initiatives
  • Applies a strong knowledge of our business, clients and competitors to enhance planning effectiveness. Maintains strong relationship with partners in Client Insight (CI) and working knowledge of available resources
  • Participates in special projects and performs other duties as assigned
  • Undergraduate degree or equivalent combination of training and experience
  • Minimum three years general experience; three years industry experience preferred
  • Demonstrated interest and experience in investment products and acumen preferred
  • Strong critical, analytical and strategic thinking skills
  • Proven ability to work across multiple functions
  • Proven ability to present effectively
  • Proven ability to work well under deadline pressure
  • Proven ability to work well with a team
29

Product Manager Investment & Trade Management Lifecycle Resume Examples & Samples

  • Developing strong relationships with SMEs across multiple Business Units
  • Providing input into product strategies for all key products, involving extensive product research to understand competitor activity, strategies and emerging market trends locally and globally
  • Identifying opportunities to improve product performance (could be through cost reduction or revenue enhancement initiatives or through more efficient and streamlined processes)
  • Understanding segment strategies and ensuring the organisation is matching or exceeding customer product expectations, whilst maintaining core commonality across product lines
  • Obtaining a thorough understanding of data compiled within Product Management & other departments as to dynamics of product portfolio
  • Researching, analysing and developing product insights, strategies, proposals and business cases
  • Analysing, and executing activities to plan and implement product changes
  • And portfolio trends
  • Working with the Pricing team to analyse, plan and implement pricing changes
  • Investigate and respond to technical product queries from Channels and Operations and Client Delivery (work with Product Delivery team)
  • Proven experience in the Banking & Finance industry
  • Strong stakeholder and relationship management skills
  • Demonstrated Project / Product Management experience and skills
  • Exposure to Markets & knowledge of Investment & Trade Management Lifecycle
30

Cs-investment Product Strategy Manager Resume Examples & Samples

  • Analyzes and assesses the strength of Vanguard’s product offer overall and relative to specific business lines. Develops and maintains a deep knowledge of investors "archetypes" present within each business. Builds a strong understanding of common portfolio construction techniques, investor preferences, and product selection criteria. Couples this understanding with knowledge of competitive dynamics, industry trends and demographic and societal trends that may impact Vanguard's success in the marketplace. Makes recommendations for improvement of the product offer, considering new products and opportunities, changes to existing products, and fund mergers and/or liquidations. Identifies and brings forth strategic topics needing attention and presents compelling ideas for research evaluations to senior management
  • Identifies strategic topics needing attention. Presents well-researched, compelling ideas to business leadership and the Global Investment Committee
  • Plays a critical role in the creation of the long-term Global Product Plan. Establishes long-term vision for the investment product lineup. Assists in the prioritization of potential new product and product change ideas, determining the criteria used in that prioritization
  • Develops and maintains strong collaborative working relationships with internal and external contacts. Uses the knowledge gained from these contacts to improve the Vanguard product offer
  • Interprets and analyzes data of high complexity using business knowledge and investment expertise in order to drive key insights. Verifies the quality, accuracy and reasonableness of the data. Displays, organizes and coverts data into a compelling storyline with actionable insight. Maintains a working knowledge of secondary research, primary research, and voice of client
  • Leads/participates on project teams to evaluate new products, services, and markets. Proactively identifies opportunities for developing new products and investment services, improving existing products and services, product distribution within various markets and extending product lines
  • Undergraduate degree or equivalent combination of training and experience. MBA or CFA preferred
  • Minimum of five years work experience in roles with progressive responsibility
  • Exceptional leadership, organizational and interpersonal skills
  • Strong analytical and problem solving skills. Data gathering and data analysis skills a must
  • Excellent written and verbal communications skills, including strong presentation skills to senior management
  • Deep understanding of Vanguard’s core business strategy, and solid understanding of our major businesses and investment product offerings
  • Strong business judgment and solid investment acumen
31

Equities Investment Product Manager Resume Examples & Samples

  • Analyzes competitive landscape to identify emerging trends
  • Creates, publishes and communicates broad trends and positioning notes for top competitors to inform business strategy, and sales execution
  • Consults on internal projects impacting or involving equity class offerings
  • Works with cross functional teams in the creation of sales and marketing messaging, both proactively and in reaction to market events
  • Ensures investment offerings are accurately represented in internal and client-facing materials
  • Tracks and communicates investment product analytics, and provides key changes to internal and external constituents as needed
  • Contributes to the Strategic Product Development process, including regular in-depth reviews of existing CG equity products
32

Product Manager, Investment Linked Resume Examples & Samples

  • Assist the Head of UL on the value proposition of our Unit Linked product line (including Funds) which includes
  • Solid track record in the creation of customer centric unit linked insurance solutions
  • Strong investment technical knowledge
  • Strong knowledge of insurance product pricing principles, financial metrics and risks
  • Demonstrated skill in driving large initiatives across functional teams and business units
33

Ipb-investment Product Manager Resume Examples & Samples

  • In addition to a graduate degree, you should have at least 2-6 years of experience covering investment products (Mutual Funds and/or fixed income and/or structured products)
  • Meticulous with strong analytical skills, you should possess good communication skills
  • You must be a strong team player with initiative and drive. Your ability to work in a fast-paced and dynamic environment will be greatly valued
34

Investment Management Product Manager Resume Examples & Samples

  • The candidate must possess a detailed knowledge and understanding of the European mutual funds industry, especially as it relates to UCITS, AIFMD (Irish QUAIFs and Luxembourg SIFs)
  • Experience working within a Product management / Product Development role
  • Knowledge of structuring and the operation of mutual funds in non-European jurisdictions would be an added advantage
  • The candidate must have a broad understanding of the asset management industry and its various operating functions
35

Cfsi GCG Investment Funds Product Manager Resume Examples & Samples

  • Drive Citigold portfolio growth through the following metrics
  • Drive Fresh Funds inflow to achieve Net New Money goals
  • Increase Investment/Insurance penetration (NTI)
  • Drive enhancements to Holistic Portfolio Review process (includes Total wealth advisor)
  • Build and maintain strong Citigold Value proposition
  • Drive and execute Citigold refresh communication strategy
  • Drive customer engagement through targeted personalized communications , milestone gifts and monthly/ weekly market insights
  • Support the assessment of value proposition by monitoring competition, MIS mining and financial analysis to identify strengths, weaknesses, opportunities and threats
  • Increase Global Banking awareness and take-up
  • Drive International Personal Banking (IPB) Referrals locally and monitor revenue, NTB, referrals, AUM with regional IPB team
  • Increase Citigold Global Transfers (CGT) and Global View of Accounts (GVA) volume by incorporating Global Banking in all communications where possible
  • Liaise with regional Global Banking champ, Jessica Sam, Keryl Byrne
  • Working and engaging with cross-functional teams like CFSI products, Digital Banking, Customer Experience, Marketing Communication, Decision Management etc; in creating segment strategies and communication materials, customer promotions, AO Tacticals, ECRM uploads and events to drive aforementioned metrics
  • Solicit and manage affluent merchants’ partnership where relevant
  • Monitor program budget/expense and post evaluation for specific initiatives
  • Candidate must possess at least a Bachelor's/College Degree , any field
  • At least 3 year(s) of working experience in the related field is required for this position
  • Applicants must be willing to work in LIBIS
  • Preferably Assistant Manager/Managers specializing in Banking/Financial Services or equivalent
  • Full-Time position(s) available
36

Buck-product Manager With Investment Focus Resume Examples & Samples

  • Evaluate existing and new technologies, market trends and competitive offerings
  • Work under the general supervision of Product Leader for projects and special tasks
  • Focus on Health Savings Account (HSA) investment account strategy for accountholders including
37

Citibank Berhad Kl-investment Treasury Product Manager Resume Examples & Samples

  • Minimum Bachelor's degree in related studies - Business Admin, Economics, Finance
  • Working experience in investment related field (preferably in treasury product) would be highly recommended
  • Excellent presentation and analytical skills
  • Great team-player
38

Investment Product Manager Resume Examples & Samples

  • Initial primary focus for this role will be around the development of improving metrics reporting while learning the daily responsibilities
  • Research, analyze and identify new information, market data or any additional support that may impact the FMV of securities that are halted, delisted or suspended
  • Coordinate with Fund Accounting and Enterprise Pricing on a daily basis to insure all FMV securities are updated in relevant systems
  • Review of daily security resumption list
  • Review of weekly stale pricing
  • Review and validation of FASB ASC 820/157 leveling across various products
  • Coordination of PVC quarterly meetings and FMV Votes (when required)
  • Preparation of quarterly materials for Board of Trustees meetings for Mutual Funds & ETF’s
  • Act as a day to day contact for both internal and external clients
  • 10 Participation in industry surveys & events to keep up with valuation industry practices
  • The candidate will have working knowledge of registered products in an operational and administrative capacity
  • Knowledge of systems/operations acquired through work experience (knowledge of SunGard Invest One and Eagle would be ideal)
  • Advanced Excel/MS Access experience is required for this role
  • Project management and organizational skills are a must for this role
  • Bachelor’s degree or relevant work experience may be considered
39

Cit-product Project Manager Collective Investment Funds Resume Examples & Samples

  • Design and ensure a smooth, effective product operation for assigned collective investment funds which include the proper product delivery, proper escalation and resolution of high exposure items, maintaining the proper balance of cost, control and client services, and maintaining proper standards including documented fund operating controls
  • Ensure that the Manager of CIT Administration and CIT Client Service Associates are properly aligned with the product strategy, goals, and objectives and have the information and tools necessary to administer and support the product
  • Develop and maintain a culture of results-oriented, continuous, process improvement focusing on solutions, and keeping abreast of industry trends related to collective investment funds
  • Build and foster effective and productive relationships with external product partners including investment advisors, global custodians, auditing firms, etc
  • Build and foster effective and productive relationships with peers within and outside of the RSG division to achieve results, improve service and solve problems
  • Perform function by setting high standards, providing a thoughtful approach, having a committed attitude, and by being an effective representative of Retirement Fund Services Group and Retirement Strategies Group
  • Provide guidance and product knowledge to CIT Client Service Associates in support of the product management function
  • Lead, coordinate and implement new collective fund implementation and collaborate in development
  • Coordinate assistance with legal agreements related to new product implementation
  • Responsible for developing and collaborating both internally and externally to maintain effective marketing communications, product presentations, and client-facing materials including proprietary website
  • Assist Business Manager and Manager of CIT Administration in the development of new product service models and new opportunities for Collective and Investment Fund Services Group
  • Represent Retirement Fund Services group during client and prospective client visits, walkthroughs and other sales and client retention activities
  • BS/BBA or comparable degree/experience
  • Minimum 10+ years of financial services experience within trust organization or comparable institution
  • Minimum 5+ years of product development and project management experience
  • Experience in the Financial Services industry working with custodians and/or Investment Management Operations managers
  • Strong familiarity with Securities Law, ERISA, Internal Revenue Code and OCC
  • Must have experience with and/or good understanding of Trust business and Trust Accounting
  • Strong understanding of Custody Operations
  • Well versed in the Investment Management business, trading and operations flows, systems architecture and fund accounting
  • Ability to build and maintain strong relationships both internally and externally with investment management, legal and compliance, operations, accounting and marketing
  • Able to make complex decisions including the ability to think and act independently, ability to judge when to involve superiors
  • Has managed a staff with duties that include: hiring, firing and evaluating potential
  • Orientation to bottom-line, produces results in line with established business goals and budget requirements
  • Can deal with ambiguity and creatively problem solve to achieve results
  • Demonstrated experience managing conflict and confronting barriers to success
  • Has operated in a matrix environment and is comfortable interacting with peers, subordinates and senior leaders
  • Can build effective teams, leveraging shared strengths
  • Effective written and oral communication skills, particularly the ability to handle presentations of project plans and business cases
  • Ability to communicate professionally during client visits, presentations, walkthroughs and other sales and client retention activities
  • Experience in business analysis and process improvement
  • Aptitude for detail and technology/systems and process flow
  • Excellent organizational, project management and time management skills
  • Ability to work effectively under pressure meeting tight deadlines and adapting to change
  • Excellent customer service and analytical skills
40

Product Manager Investment Services Resume Examples & Samples

  • Responsible for developing and executing multi-year strategy resulting in industry leading, multi-channel investment solutions that effectively and efficiently serves across Retirement, Wealth Management and High Net Worth business lines
  • Responsible for identifying issues and recommending solutions that enable delivery of complex investment solutions
  • Lead the definition and execution of investment solutions (tools) strategy Partner with Senior leaders across distribution, service and technology
  • Manage a team to successfully deliver and manage solutions
  • Partner with other product management leaders to effectively design solutions that aid in product delivery
  • Serves as a thought leader / subject matter expert and consults with various internal groups(e.g., sales, service, marketing, legal, operations, etc.) regarding development and enhancement of investment tools
41

Investment Product Manager Resume Examples & Samples

  • Deep knowledge on investment product such as mutual fund, structured product, trust, asset management product, PE, etc
  • Have proved working experience in investment product development and management as well as product sales pitch
  • Good communication, including written English skills, and influencing skills
  • Flexibility, initiative and strong commitment
  • Team spirit and be comfortable work in a team environment
42

Investment Product Manager Resume Examples & Samples

  • Conducts efficient and thorough research and analysis of strategic, competitive, client and market issues relating to Vanguard’s investment product line-up. Gathers qualitative and quantitative data from internal and external sources to make data-based recommendations to address a product maintenance issue. Presents to internal groups across the organization, including senior management in the business and PRD
  • Maintains the overall health of Vanguard ETFs and other investment products. Proactively reviews the health of funds (i.e., monitors & maintains dashboard). Monitors and assesses product health and collaborates with business partners & PRD to develop a list of potential product remedies and enhancements. Continuously analyzes industry product trends, positioning and pricing. Provides input on impact to clients and prospects, and makes recommendations for product changes and improvements
  • Partners with internal clients (primarily senior leaders), key stakeholders, and subject matter experts (client groups, investment teams, legal etc.) to evaluate existing products and to recommend improvements or changes to a product line-up. Constructs background data for memos to be presented to GIC/AIC and other business stakeholders prior to potential product changes
  • Assists with client and Sales requests and in formulating analysis for conference calls and presentations. Leads the development of presentations on key topics related to Vanguard funds and the industry. Leads the creation of product commentary on key topics (performance composition, etc.)
  • Manages the Canada PRD team’s data reporting, data research and data management capabilities with respect to both Vanguard and the investment industry. Synthesizes data from various information sources in order to generate reports originated and distributed by Americas PRD, including, but not limited to: industry assets and cashflow report, ETF comparison reports, and customized reports for management. Identifies opportunities to create and design new reports or databases
  • Assists in the development of strategic planning for the Americas PRD team
  • Manages projects from inception through implementation ensuring project deadlines are met. Defines project scope and requirements, establishes timeline, and ensures completion of deliverables
  • Manages cross-functional teams assigned to a specific initiative
  • Manages and/or participates in special projects and other duties as assigned
  • Undergraduate degree or equivalent combination of education and experience (Commerce, Finance, or Economics preferred). Progress toward CFA or MBA preferred
  • Minimum of five years of financial services experience
  • Exceptional leadership, organizational and interpersonal skills
  • Excellent written and verbal communications skills, including strong presentation skills to senior management
  • Deep understanding of Vanguard’s core business strategy, and solid understanding of our major businesses and investment product offerings
  • Strong analytical and problem solving skills. Data gathering and data analysis skills a must
  • Excellent project management and prioritization skills
  • Demonstrated ability to learn new concepts quickly and complete multiple and diverse assignments with the highest level of quality and accuracy
  • Unquestioned integrity and ability to handle highly confidential material
43

Research & Analysis Investment Tools Product Manager Resume Examples & Samples

  • Lead as a Product Manager for Aladdin Research and Risk Analysis capabilities
  • Define and champion the product roadmap
  • Champion the Research and Risk Analysis initiative throughout the firm by identifying product gaps and / or commercial opportunities
  • Create alignment amongst internal and external stakeholders
  • Lead virtual product team to create tangible prototypes that show business benefits
  • Define and own the product story – both short and long-term approaches
  • Partner with developers through the development process; incorporate user feedback
  • Partner with the Aladdin Business to help define and lead Aladdin research and risk analysis opportunities in the market place
  • Work with Relationship Management and Product Marketing to define deployment strategy
  • Serve as a resource to internal and external clients with regard to our capabilities in the context of their business
  • Track and measure usage and feedback to inform product strategy
  • Stay attuned to industry and technology trends, markets and alternative product offerings and conceptualize impacts to the Aladdin offering
  • 5+ years of Product Management / Product ownership or relevant experience
  • Proven experience leading a product team and facing off both an internal and external client base
  • Demonstrated capacity for developing and understanding strategy
  • Insatiable interest in creating and analyzing products
  • Strong organizational, problem-solving and planning skills, including the ability to multitask
  • Excellent written and verbal communication skills, including the ability to deliver presentations and communicate up and down the organization
  • Superior influencing skills
  • Ability to work and deliver results independently, self-starter
  • BA/BS degree in Computer Science/Economics or equivalent practical experience
  • Strong technical abilities
44

Investment & Guidance Product Manager Resume Examples & Samples

  • ​Assist in devising product strategies and building business cases to support them
  • Day-to-day management and execution of investment and guidance product initiatives
  • Articulate product strategy as a member of cross-functional teams
  • Provide regular updates and reports on initiative design and implementation progress
  • Provide support in producing content for strategy presentations
  • Develop and implement guidance-related web content and ensure that all content is relevant and up-to-date
  • Work with internal and external partners to create and obtain new content where needed
  • Leverage business analytics to develop insights about opportunities for product creation, promotion, and expansion
  • Assist in conceiving new outlets through which to expand TD Ameritrade’s retail product offering
  • Coordinate cross-functional efforts focused on field implementation of new capabilities
  • Research competitive offerings, identify potential expansion opportunities, and present findings to management
  • Demonstrate new product capabilities and communicate strategic intent to internal stakeholders
  • Provide ongoing tracking and measurement of investment and guidance product adoption, growth, and success
  • Produce “post-mortem” reviews to determine the effectiveness of completed initiatives and identify opportunities for future efficiencies
  • Support the team in preparing for upcoming meetings by compiling relevant statistics and information to help guide discussions with subject matter experts
45

Investment Product Implementation Manager Resume Examples & Samples

  • Act as product operations subject matter expert to advise product teams on optimal course of action to accomplish intended objectives when launching or changing strategies
  • Act as product/business sponsor for product implementation activities, escalating key decisions or risks to project deliverables
  • Manage product implementation pipeline, adjusting implementation schedule to meet priorities and facilitate execution plans
  • Coordinate with Distribution Client Services to approve non-standard strategies
  • Manage the New Product Steering Committee (NPSC) and Product Review Committee (PRC) agendas, reporting and follow-ups
  • Represent product and investor point of view through participation in GIPS committee, Disclosure Committee and other working groups, as needed
  • Collaborate with Legal, Risk and Compliance to incorporate IPS strategy in regulatory planning and updates
  • Develop product requirements for new platform capabilities to support the firms’ strategic growth plan; and drive the implementation of platform strategy needed to support fund vehicles
  • Partner with key business partners to define product investment requirements including impact to customer experience
  • Develop business cases to support product implementation recommendations
  • Analyze the impact of new product capabilities and pricing schedules, taking into account product profitability, competitive positioning, and overall product line fit
  • Support ad-hoc strategic projects
  • 5+ years asset management product management/implementation
  • Solid understanding of U.S. asset management operations, practices and processes required
  • Investment product acumen
  • Excellent communication ability backed by strong organization skills