Senior Product Specialist
Core
Refine commercial positioning and develop content to promote and defend specific investment strategies for global clients.
Role type
Senior Product Specialist (Investment Management)
Builds
Investment strategies, product positioning narratives, and marketing collateral for retail and institutional clients.
Domain
Asset Management / Global Investment
Deliverable
product features
Required skills
Investment strategy analysis, competitive positioning, RFP/DDQ technical support, competitor analysis, product lifecycle management, data analysis (Morningstar, eVestment), presentation creation
Preferred skills
Creative writing, client portfolio management collaboration
Technologies
Morningstar, eVestment, PowerPoint
Responsibilities
Develop defensive/offensive product positioning points and insights for investment communications; Support business development by owning commercial positioning and pricing for key opportunities; Complete RFPs providing technical product support; Answer client servicing questions regarding assigned investment strategies; Perform competitor analysis and evaluation of the investment landscape; Partner with internal product strategy teams to reposition and extend the product line.
Seniority
Senior, hands-on IC