About the Role
We are looking for an Investment Product Strategistto join our Investment Office and Advisory team. This role focuses on analyzing financial products, developing product strategies, and empowering investment advisors to deliver high-quality recommendations to a broad range of clients.
Key Responsibilities
- Analyze and compare investment products including mutual funds, fixed income, equities, structured products, and alternative investments.
- Evaluate product characteristics, risk/return profiles, cost structures, and suitability across different market environments.
- Develop product positioning, strategy, and use cases that support advisors in constructing optimal portfolios.
- Create clear and practical product briefs and communication materials for internal and external audiences.
- Collaborate with the Investment Office to translate market insights into actionable product opportunities.
- Conduct product training and workshops for Investment Consultants/Financial Advisors (IC/FA/RM).
- Present product insights and investment ideas through seminars, webinars, and client-facing communication.
- Support marketing campaigns and investment events related to product promotions.
- Track product performance, gather market feedback, and coordinate with product owners to refine product strategy.
Qualifications
- Bachelor's or Master's degree in Finance, Economics, or related fields.
- 35 years of experience in investment product analysis, product strategy, or portfolio advisory.
- Strong understanding of financial products and portfolio construction.
- Excellent analytical skills with the ability to simplify complex information.
- Strong communication and presentation skills, with experience working across internal teams.
- IC Complex 1 and IP Licenses are required.
- CFA or CFP certifications are a plus.
