Product Specialist, Public Assets
Core
Connects portfolio management teams with wealth advisors and clients to translate investment strategies into client-ready insights and support product development.
Role type
Senior Product Specialist (Public Assets)
Builds
Public Assets equity and fixed income products, client-facing insights, and marketing materials
Domain
Wealth Management / Public Asset Management
Deliverable
product features
Required skills
Public markets investing (equity/fixed income), fund structures (Mutual Fund Trusts/LPs), portfolio management, competitive analysis, performance attribution, client presentation, product positioning
Preferred skills
Fixed Income or Equity portfolio management experience, CFA designation, Bloomberg, Simcorp
Technologies
Bloomberg, Simcorp, Microsoft Office
Responsibilities
Develop key messages and investment narratives; represent the firm at client meetings and conferences; analyze product performance and market trends; oversee development of client reporting packages and product profiles; conduct competitive analysis to optimize market positioning.
Seniority
Senior, hands-on IC