Investment and Product Strategist (Multi-Asset)

Investment and Product Strategist (Multi-Asset)


The Investment and Product Strategist role will support the Multi-Asset business, acting as the bridge between the investment management and distribution teams. The candidate should be highly motivated, having a passion for capital markets, and be prepared to provide thoughtful commentary and analysis of markets, portfolio positioning and assist in new product development along with other investment related activities.  The individual will also serve as the product champion to our sales and marketing functions, assisting in the creation of marketing material, analyzing industry trends and competitors, as well as communicating our investment philosophy and process to internal and external clients.  The candidate will be exposed to a fast-paced and challenging work environment with the potential for growth.

Key Responsibilities Include
  • Develop an in-depth knowledge of global markets and our investment strategies
  • Provide insights into market and portfolio performance and communicate it verbally, in writing, and graphically.
  • Assist investment and marketing teams in create best-in-class marketing materials, client review materials and RFP content for the equity strategies
  • Respond to client and prospect inquiries on the strategy and conduct ad hoc analysis for internal and external parties
  • Author market commentaries and assist with thought leadership pieces
  • Perform product and competitor analysis
  • Coordinate product development across all functional teams supporting the equity business
  • Communicate the multi-asset platform’s investment philosophy and process, and review portfolio positioning and investment results with internal/external clients
  • 2-5 years of relevant work experience in financial services
  • Bachelor’s degree required, CFA/MBA designation or progress towards preferred
  • Highly motivated, and a self-starter
  • Very strong analytical, communication and written skills
  • Passion for and knowledge of capital markets, and cross-asset exposure is a plus
  • Works well under pressure with ability to meet specific deadlines and make decisions
  • Experience using Excel, Bloomberg, Factset, PowerPoint and ability to learn other investment software/analytics
Apply to This Position

You can send your cover letter and resume for consideration for this position to: