CareerPlan

Investment Director, Equity Product Management

Boston, MA, United StatesFull-time$120k–$225k2026-09-21 → 2026-11-14
Hybrid

Core

Lead business and marketing strategy for the firm's equity business while acting as an investment representative and ensuring investment/risk integrity.

Role type

Senior IC Investment Director (Product Specialist/Client Portfolio Manager)

Builds

Equity investment products and marketing solutions for institutional clients

Domain

Asset Management / Global Capital Markets

Required skills

Marketing strategy, portfolio analysis, investment processes, risk management, business development, quantitative analysis, attribution analysis

Preferred skills

Post-graduate qualification (MBA/CFA), 12+ years in asset management or institutional consulting, strong equity background

Technologies

None stated

Responsibilities

Engage with clients and prospects to grow the equity business; develop products and solutions; create and implement marketing strategy and materials; represent portfolio managers and explain investment processes; oversee investment and risk integrity of client portfolios; set client performance expectations; identify investment and operational risk issues; contribute to product development processes; vet business opportunities; manage resolution of internal business issues.

Seniority

Senior, hands-on IC with leadership responsibilities