Investment Product Manager Job Description
Investment product manager
provides the organization with expertise / knowledge of the advisor channel and associated investment products for RFPs, pricing, and investment product development.
Investment Product Manager Duties & Responsibilities
To write an effective investment product manager job description, begin by listing detailed duties, responsibilities and expectations. We have included investment product manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Understand the inherent risks of funds including those related to its investment strategies and securities to which it invests
Maintain knowledge of industry / market trends in product launches, pricing, or strategy that may impact the competitiveness of the existing solution set available to PFS Portfolio Managers for existing and new client portfolios
Understand the changing regulatory environment and how this may impact our solution set
Lead the NFP team, proactively look for areas to improve the product and / or reduce the risk in the program
Recommending and implementing mutual fund strategies
Operational oversight for driving efficiency, escalation, regulatory updates and new services
Providing solutions to client needs outside of the scope of regularly defined service
Overseeing non-standard or large client on-boarding (e.g., Compliance product level support for client deliverables)
Problem solving technical challenges and helping bridge any gaps in knowledge
Supporting the sales, Relationship Management & client service teams with client presentations and product updates, including providing subject matter expertise
Investment Product Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Product Manager
List any licenses or certifications required by the position: FRM, CAIA, CIPM, CFA
Education for Investment Product Manager
Typically a job would require a certain level of education.
Employers hiring for the investment product manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education
Skills for Investment Product Manager
Desired skills for investment product manager include:
But are
Advisor channels
Experience working with the financial advisor community
Managed account platforms
Primarily independent RIAs and Broker/Dealers
Third-party investment analytical tools would be helpful
Business case development and operating model/process design
Investment products
Investments and capital markets
Strategic capability
Desired experience for investment product manager includes:
Experience in product management in a financial services or consumer goods setting
Knowledge of investments or investment analysis a plus
Track record of managing successful project teams with matrixed reporting lines
Serve as a “subject-matter” expert and product champion for assigned products/asset class
Support and collaborate with the senior product manager responsible for the respective asset class and Head of Registered Products in overall product management, development and strategic planning related to the registered investment product line, including organic and inorganic growth opportunities
Develop working knowledge of investment philosophy, investment strategy, portfolio construction, risk guidelines, policies and legal structures of relevant products
Investment Product Manager Examples
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Investment Product Manager Job Description
Job Description Example
Our growing company is hiring for an investment product manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment product manager
- Determines and implements process improvements to effectively mitigate risk and increase client satisfaction
- Functions as key liaison between the involved partner areas, outside consultants or vendors, and the client to ensure that all expectations are clearly defined
- Oversees all in-kind transition activities to ensure that proper risk controls are in place
- The team also functions as the key liaison between internal partner areas, outside consultants, and vendors to ensure that all expectations are clearly defined, roles/responsibilities are established, and timelines are met
- Provide clear vision and scope documentation, use cases, workflows, wire-frames, design and product requirements, and other materials as needed to support UX design, development and Trading infrastructure
- Manage stakeholder communications to ensure business needs are met
- Work closely with business and technology teams in developing a cohesive Self-Directed Investment strategy that delivers the best products for our customers
- Ability to Prioritize issue resolution among Business Analyst teams with the potential to manage a subset of the Business Analyst team
- Define new product and feature business cases working collaboratively with business, engineering and UX teams to ensure a unified product landscape
- Help prepare executive product updates inclusive of current production metrics, new feature delivery planning and financial forecasting
Qualifications for investment product manager
- Must have experience in financial services with managed accounts and internal stakeholders
- Experience supporting third party platforms and manage the process of launching new investment styles
- Experience managing profile production during on-boarding of new investment styles
- Experience working with investment managers addressing organizational and regulatory issues and status changes
- Bachelors Degree or equivalent experience within marketing, finance or business management
- Experience and an understanding of the fee-based asset management
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Investment Product Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment product manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment product manager
- Translate customer "needs" and "wants" into requirements and user stories for new features and optimizations of existing features, and incorporate into product roadmap of each phase of the Global Investment Management (GIM) Web project
- Provide clear scope documentation, use cases, workflows, design and product requirements, and other materials as needed to support design and development
- Find areas of opportunity and solve for User pain-points to inform and create product backlog
- Collaborate with Cross-Functional teams including Asset Management Business teams, UX design, Technology, Digital Tech Support, CRM Support, Marketing Operations, 3rd party data vendors, and global marketing teams to deliver world class products to our customers
- Supervise BAU activities and maintain the quality and consistency of our websites and various Tools including Web Administration Tool, Retirement Funds Tool, Morningstar Tool and any other tools that may be added to the web platform
- Responsible for driving plans to execution, deployment, and refinement while meeting critical deadlines and budget constraints
- Build relationships with regional and country marketing teams to provide support during the launch process
- Continuously leverage advanced data-driven problem solving techniques and analytical rigor to understand, influence and report on key performance indicators
- Serve as a resource to team members
- Support planning, execution and go to market strategies for new digital Asset Management products
Qualifications for investment product manager
- Bachelor’s Degree, with considerable proven experience in Compliance, Operations or Client Services role in financial services industry
- Ability to demonstrate knowledge of Compliance services for Operations and Risk as it pertains to the wide client base of to asset owners, traditional and institutional asset managers
- Experience designing and re-engineering complex processes and evolving over time to meet changing operating conditions (based on client, market and regulatory demand)
- Clean FINRA record
- At least 5 years of industry experience and a general awareness of the respective product
- Ability to interface effectively with FAs in both individual and group settings
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Investment Product Manager Job Description
Job Description Example
Our growing company is hiring for an investment product manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment product manager
- Ensures that marketing teammates and our RIG business partners, understand all aspects of marketing and project strategies
- Understands how to approach problems from different angles and presents alternate solutions when challenged with obstacles
- Manage the delivery of the products within the Marketing Enablement platform
- Work with the centralized marketing and marketing communications teams to ensure a uniform approach and a strategic alignment with other activities and releases taking place throughout the organization
- Lead the product management efforts for IRAS Compliance Monitoring Services
- Understand market requirements for the Compliance Services business and translate to product requirements
- Supporting the Product Manager in successfully managing our existing products and customers
- Making product and servicing recommendations in support of commercial and customer objectives
- Delivering compelling employee communications and customer post-sales support to build knowledge, confidence and advocacy in the P&I Product range
- Supporting relationships with third party product providers, monitoring customer satisfaction and undertaking a programme of continuous improvement
Qualifications for investment product manager
- Ability to assess risks and to develop/update due diligence processes to appropriately test for and mitigate risks
- Undergraduate or graduate university degree with an emphasis on business or economics
- Minimum CFA level 1 or CIM designation
- Demonstrated skills in quantitative analysis
- Experience working with investment managers and sales teams
- Appropriate investment industry accreditation to support investment product and service development
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Investment Product Manager Job Description
Job Description Example
Our company is hiring for an investment product manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment product manager
- Build and foster effective and productive relationships with external product partners including investment advisors, global custodians, auditing firms
- Serves as a thought leader / subject matter expert and consults with various internal groups(e.g., sales, service, marketing, legal, operations, ) regarding development and enhancement of investment tools
- Partners with internal clients (primarily senior leaders), key stakeholders, and subject matter experts (client groups, investment teams, legal ) to evaluate existing products and to recommend improvements or changes to a product line-up
- Manages projects from inception through implementation ensuring project deadlines are met
- Coordinating and providing timely information to all internal and external business units during fund implementations and fund launches
- Drafting fund specifications and clarifying operational procedures
- Ensuring life-cycle management (supervision of liquidations, mergers, prospectus changes )
- Providing support to and supervision of administration and investment companies (substance requirements, expenses and fees, governance)
- Participating in internal and external working groups in connection with the implementation of fund projects market-related and regulatory changes
- Several years’(3-5 years) practical experience in the fund industry
Qualifications for investment product manager
- Critical thinking skills and project management skills are imperative to define transaction details
- Planning, organizational, and leadership skills are needed to oversee restructuring activity process improvement opportunities
- Ability to broaden tactical concepts to a strategic, consultative level
- A four year degree highly preferred experience in the financial services industry which may include client servicing, custody, investment management, recordkeeping
- Undertaking quantitative tasks, such as calculation of portfolio performance characteristics
- Possess strong spreadsheet and quantitative skills
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Investment Product Manager Job Description
Job Description Example
Our company is looking for an investment product manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment product manager
- Good knowledge of Luxembourg fund laws and regulations, including in their international context
- General expertise in the settlement and valuation processes of investment funds
- Good knowledge of investment strategies and instruments (incl
- Excellent command of German and English, both written and spoken (French would be highly advantageous)
- Analytical and conceptual skills combined with a high level of motivation, assertiveness, the ability to grasp concepts quickly, understanding of economic interrelations, and a precise way of working
- Collaborative skills, reliability and a high degree of independence
- Partner with developers through the development process
- Develop a full integrated marketing plan to drive success for the product line-up
- Enhance the Mobile trading experience through responsive web and in-app work
- Contribute to the formulation and development of the Governance Structure of the Funds and related initiatives
Qualifications for investment product manager
- Creating periodic investment commentary and other reports for our GLI investment strategies, including taking primary responsibility for investment reporting, client inquiries and other existing clients requests
- 5-10 years of product management experience with proven track record of delivery and new product feature creation
- Demonstrable experience defining user stories, leading execution including bringing together cross functional teams within an Agile development framework
- Expertise in defining and building out product roadmap, prioritizing projects according to business need, producing business models
- Commitment and self-motivation suitable to a start-up team in a large organization
- Series 7 & 24 licenses perferred