Associate, Product Strategist - Fundamental Equities, Thematics & Sectors Team
Core
Drive commercial success of the Thematics & Sectors platform by connecting investment capabilities with client and distribution partner needs.
Role type
Associate Product Strategist (Asset Management)
Builds
Client narratives, marketing materials, thought leadership content, and scalable servicing processes.
Domain
Asset Management / Fundamental Equities / Thematics & Sectors
Deliverable
product features
Required skills
Equity market knowledge, investment strategy expertise, data analysis, client engagement, commercial acumen, strategic thinking, written communication, verbal communication, cross-functional collaboration
Preferred skills
CFA or MBA, experience in asset management or equity research, proficiency with AI tools
Technologies
AI tools for productivity and analysis
Responsibilities
Develop expertise in Thematics & Sectors strategies; Partner with portfolio managers to translate investment insights into client narratives; Support client retention and asset growth; Create marketing materials and thought leadership content; Analyze portfolio performance and market data; Contribute to product positioning and commercial strategy; Lead strategic projects and mentor junior members (for experienced candidates)
Seniority
Associate (3-6 years experience) to Vice President