Funds & ETFs Platform Manager
Core
Manage the bank's mutual fund and ETF platform end-to-end, including product universe governance, lifecycle management, and exposure monitoring.
Role type
Senior IC platform manager (funds & ETFs)
Builds
Robust, well-governed fund and ETF offerings aligned with bank investment strategy
Domain
Financial services / Asset management
Deliverable
product features
Required skills
Mutual fund and ETF product knowledge, Fund selection and due diligence, Portfolio construction and asset allocation, Product lifecycle management, Exposure and concentration risk analysis, Commercial acumen for investment opportunities, Regulatory and compliance knowledge, Financial data analysis (AUM, flows)
Preferred skills
CFA designation, Proficiency in Bloomberg/FactSet/Morningstar, Spanish language fluency
Technologies
Bloomberg, FactSet, Morningstar, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Own and manage the approved universe of mutual funds and ETFs, Maintain relationships with external fund managers, Monitor bank book exposure by fund and strategy, Coordinate product onboarding, maintenance, and removals, Support advisors with investment rationale and comparative analysis, Lead and develop team members for platform management activities
Seniority
Senior, hands-on IC
