Senior Associate, Marketing-Investment Strategy
Core
Develop product positioning and messaging to differentiate investment solutions across market segments while analyzing macroeconomic developments to provide insights for institutional and retail clients.
Role type
Marketing Product Manager (Investment Strategy)
Builds
Marketing materials, presentations, and thought leadership content for investment products
Domain
Asset Management / Investment Strategy
Deliverable
product features
Required skills
Macroeconomic analysis, Investment product knowledge, Asset management industry expertise, Data analysis (Excel, Bloomberg, Lipper), Written and verbal communication
Preferred skills
CFA designation, Morningstar Direct experience
Technologies
Bloomberg, Lipper, Morningstar Direct, Excel, PowerPoint
Responsibilities
Develop product positioning and messaging to differentiate investment solutions; Analyze macroeconomic developments and market trends to assess impact on financial markets; Interpret and communicate investment information to institutional investors and retail clients; Collaborate with investment, sales, and compliance teams to develop marketing materials and support strategic initiatives