Discretionary Portfolio Management (DPM) Product Specialist, AS
Core
Producing high-quality pre-sales and post-sales marketing materials, pitchbooks, newsletters, and performance reports for the Discretionary Portfolio Management (DPM) team serving USA clients.
Role type
Product Specialist (Marketing & Content)
Builds
Marketing materials, pitchbooks, newsletters, and performance reports for DPM teams
Domain
Financial Services / Discretionary Portfolio Management
Deliverable
product features
Required skills
Advanced MS Excel, Advanced PowerPoint, Global capital markets knowledge, Discretionary portfolio management business understanding, Financial services advisory experience, Data analysis, Stakeholder engagement
Preferred skills
CFA, FRM, CA, Post graduate degree in Finance or Management
Responsibilities
Produce marketing materials for DPM teams, update pitchbooks and newsletters, produce pitches for tailored mandates, maintain templates per branding and compliance, engage stakeholders to gather data, identify data or process inconsistencies
Seniority
Mid-level, individual contributor