Home Office Research & Due Diligence, Assistant Vice President - US Wealth
Core
Support product onboarding, research placement, and due diligence for SSIM investment solutions (ETFs, model portfolios) across intermediary platforms to advance adoption and sales priorities.
Role type
Senior IC asset management research and due diligence specialist
Builds
Product onboarding pipelines, due diligence materials, and client-facing research content for ETFs and model portfolios
Domain
Asset Management / Wealth Management
Required skills
Product onboarding, due diligence processes, intermediary distribution, investment research, platform requirements, model portfolio construction, manager selection frameworks, ETFs, financial markets, client relationship management, stakeholder coordination, analytical skills, written communication, verbal communication
Preferred skills
CFA, CIMA, 3-5 years experience in asset management or product management, familiarity with direct indexing and alternatives
Technologies
ETFs, model portfolios, direct indexing, alternatives
Responsibilities
Coordinate ticker-specific onboarding and expansion opportunities, prepare due diligence materials, develop client presentations and investment reviews, monitor platform developments and competitive activity, support National Account Managers on strategic relationships, contribute to firm-specific strategies
Seniority
Senior, hands-on IC