Product Strategist - Transamerica AM
Core
Define, develop, and deliver U.S. mutual funds, ETFs, and non-registered funds (CITs) to support Transamerica Asset Management's strategy and product portfolio.
Role type
Product Strategist (Asset Management)
Builds
U.S. investment vehicles (Mutual Funds, ETFs, CITs) and sub-funds
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Product development, Fund structuring (Mutual Funds, ETFs, SMAs, CITs), Market analysis, Regulatory compliance, Financial modeling, Stakeholder management, Presentation creation, Project management
Preferred skills
FINRA Series 7, CIMA
Technologies
Morningstar, eVestment, Simfund, Lipper, Bloomberg, MS Office
Responsibilities
Develop new U.S. funds including product design and implementation; Oversee product management and profitability analysis of existing funds; Recommend changes to fund structures and expense allocations; Manage sub-advisory relationships; Create presentations for senior management on strategic recommendations; Contribute to marketing support and product training materials.
Seniority
Mid-level, hands-on IC