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 to retain and grow assets.
Role type
Associate Product Strategist (Commercial & Client Engagement)
Builds
Client narratives, marketing materials, thought leadership content, and scalable servicing processes for thematic and sector equity strategies.
Domain
Asset Management / Fundamental Equities / Thematics & Sectors
Deliverable
product features
Required skills
Equity market knowledge, investment strategy expertise, client engagement, data analysis, written and 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
Partner with portfolio managers to translate complex investment concepts into client-facing narratives; support client retention and asset growth through distribution team partnerships; create and maintain high-quality marketing materials and thought leadership content; analyze portfolio performance and market data to produce actionable insights; contribute to product positioning and commercial strategy; respond to complex client and consultant inquiries.
Seniority
Associate (3-6 years experience)