Investment Director, Equity Product Management
Core
Lead business and marketing strategy for the firm's equity business while acting as an investment representative to ensure portfolio integrity and risk management.
Role type
Senior IC Investment Director (Product Specialist/Client Portfolio Manager)
Builds
Equity investment products and solutions for institutional clients
Domain
Asset Management / Equity Investments
Required skills
Marketing strategy, portfolio analysis, investment process explanation, risk management, business judgment, quantitative analysis, attribution analysis
Preferred skills
Post-graduate qualification (MBA or CFA), 12+ years in asset management or institutional investment consulting, strong equity background
Technologies
None stated
Responsibilities
Engage with clients and prospects to grow the equity business; develop products and solutions for high-potential opportunities; create and implement marketing strategies and materials; represent portfolio managers to diverse audiences; educate internal colleagues and clients on markets and portfolios; 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 associated with portfolios
Seniority
Senior, hands-on IC with strategic leadership
