Investments Product Manager Job Description

Investments Product Manager Job Description

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Investments product manager provides financial analysis and business risk analysis on potential new products and services across the product management spectrum, as well as periodic financial, reputational and business risk analysis on all existing products and business partners.

Investments Product Manager Duties & Responsibilities

To write an effective investments product manager job description, begin by listing detailed duties, responsibilities and expectations. We have included investments product manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Assist with Platform and process oversight - develop and oversee the strategy and requirements for infrastructure required for both the global custody business and the sub-custody business, working closely with the heads of those two businesses in region
Marketing/communications for the business
Provide sales and marketing support, develop materials including sales ideas and other internal use guides, and provide input to various marketing plans and programs
Drive/increase total off balance sheet balances in alignment with JPM’s business objectives the and the balance sheet targets
Risk and control across all areas of the business, including key risk themes, client documentation
Design, develop and manage product sales strategies, educational and marketing initiatives
Acts as primary contact for the Investments Business Unit and as the operational contact for other internal partners such as RMFI Compliance, Tax Advisory Group, Head Office Law Group, external groups such as federal and provincial governments
Contributes to the management of Problem Tracking Records (PTRs) and System Change Request (SCR) lists on behalf of the Business Unit
Responsible for ensuring achievement of product sales volumes and fee income revenues are achieved through active product management of product mix, campaigns and marketing initiatives
Develop and implement product and tactical campaigns to achieve business goals including sales volumes and fee income

Investments Product Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Investments Product Manager

Typically a job would require a certain level of education.

Employers hiring for the investments product manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in MBA, Business, Finance, Economics, Engineering, Accounting, Marketing, Computer Science, Education, Marketing and Management

Skills for Investments Product Manager

Desired skills for investments product manager include:

Banking product management and associated industry and regulatory requirements
Liquidity products and money market instruments
Process coordination and management
Product delivery infrastructure systems and underlying product interdependencies
Mutual funds and other investment products
Risk Management Framework and incident management
Each product
Investment products
Financial products with an understanding of the attributes of investment products
Managing product enhancements

Desired experience for investments product manager includes:

Price and position the product to maximize spreads
Set and prioritize the product development / investment initiative, in coordination with IS and TS Platforms
The underlying drivers of cash balances (e.g., customer/segment behaviour)
P/L management, including pprofitability of balances by customer type, region, and investment product (among other variables), and optimization of balances across regions/currencies
Internal consistency
Design and implement a robust governance model for the liquidity management solutions suite into money market funds and other overnight investments

Investments Product Manager Examples

1

Investments Product Manager Job Description

Job Description Example
Our company is hiring for an investments 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 investments product manager
  • Support all areas of the business as an expert for assigned coverage
  • Create and update presentations and other marketing outputs, ensuring the quality and integrity of product data and client-facing materials
  • Continually improve controls by working closely with supervising managers, compliance, legal, business partners and stakeholders
  • Establish and grow strategic relationships and partnerships to help execute strategy
  • Product Development- assist senior members of the Product Management team with new product development and existing product line rationalization
  • Support High Net Worth segment growth with innovative and competitive products supported with needs proposition
  • Provide product management function between distribution channels and product providers
  • Ensure product price competitiveness and feature benefit suitability to meet needs of our target customer segments
  • Ensure proper knowledge and competency of products are understood by sales persons through active management and participation of product training and support of products
  • Manage strategic partnerships with insurers and development of bancassurance strategy to penetrate the customer base
Qualifications for investments product manager
  • Thorough knowledge/understanding of the assigned products
  • Ability to think beyond immediate future
  • Identifies and develops opportunities for revenue growth/cost containment
  • Solid understanding of the market dynamics affecting interest rates
  • Ensure end-to-end management of products and campaigns across channels, including end-to-end operational and sales processes, product certification and training, service follow-ups
  • Independently leverages market intelligence, competitive analysis, customer research, and client/member feedback
2

Investments Product Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of investments 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 investments product manager
  • Translates customer "needs" and "wants" into requirements, and shepherds requirements through to delivery through collaboration with design and technology partners
  • Understanding the strategy and product roadmap to ensure product backlog prioritization is in alignment with the roadmap timing of customer facing features/functionality
  • Developing innovative product recommendations based on customer feedback, User experience (UX) interpretation of customer feedback, commercial / technical / legal assessments, and leveraging their own domain of experience
  • Refining and prioritizing the product backlog, including non-functional requirements, on a regular basis in collaboration with the team such that it mitigates operational / technical / financial risk, accelerates team learning, achieves expected outcomes and optimizes the value of the work performed
  • Ensuring in advance that there are enough ready User Stories in the product backlog at all times and that the Product backlog is visible & transparent showing what the team will work on next
  • Organizes and co-ordinates user acceptance planning and testing to ensure solution aligns to the overall client experience
  • Develops detailed requirements, feature definitions and implementation plans
  • Build a reputation as “Product Expert” for assigned funds and programs
  • Build exceptional relationships with key Portfolio Managers and wholesaling team
  • Develop and implement proactive ideas and provide reactive tactical support to aid the Sales organization in gaining traction in the marketplace
Qualifications for investments product manager
  • Coordination of reporting for Private Equity Feeder Fund
  • Ensuring appropriate flow of information by contact with fund managers, fund administrators, auditors
  • Cash flow management on Private Equity Feeder Fund level
  • Performing audit-related activities for Feeder Funds
  • Robust and in-depth competitive analysis and strategy positioning
  • Proactively recommend product line enhancements
3

Investments Product Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for an investments product manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investments product manager
  • Lead strategic initiatives in business model development and investment cases
  • Anticipate upcoming changes within the industry and make recommendations to deal with and/or benefit from such changes
  • Define opportunities in target customer segments, across key customer journeys from onboarding, transacting, paying bills, investing
  • Develop project plans to launch new products and services, and/or enhancements
  • Coordinate and foster collaborative relationships within the team
  • Provide input and contribution to the overall Superannuation, Retirement and Investments Wealth Strategy and Roadmap
  • Accountable for ensuring the Investment Product Management team tasks are operational, maintained and delivered on time
  • Accountable for the ongoing BAU requirements of the Investment Product Management team PDS disclosure (Investment Options Booklet), Annual Product Updates, Annual Reports, Annual Statements, Significant Event Notices, product communications, incident and breach management, performance queries, Net Promoter Score (NPS)
  • Act as the Subject Matter Expert on Investment Product Management relevant Projects
  • Work with the Product Governance team to establish and document Standard Operating Processes to maintain and retain the knowledge within the Investments Product Management team
Qualifications for investments product manager
  • 8 to 10 years in consumer internet / ecommerce / financial service / management consulting or related industries specially focused on the India market
  • Domain knowledge and extensive experience in the wealth management space is advantageous
  • Experience in working cross-functionally and across regions and functions to drive strategy development, program success and KPIs
  • A good team player who is able to work well with product specialist, operational teams, technical teams and external vendors
  • Client facing experience demonstrating platform or product capabilities
  • Skilled powerpoint user
4

Investments Product Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of investments product manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investments product manager
  • Support the SPPM and PM to provide input to the overall Superannuation, Retirement and Investments Wealth Strategy and Roadmap
  • Assist the PM to ensure the Investment Product Management team tasks are operational, maintained and delivered on time
  • Assist with the ongoing BAU requirements of the Investment Product Management team
  • Assist the PM to act as the Subject Matter Expert on Investment Product Management relevant Projects
  • Maintain a comprehensive understanding of all RI investment strategies and asset classes while serving as the primary specialist for a suite of RI Index strategies
  • Interact frequently with Sustainable Research Department, serving as the principal conduit for all investment related content and messaging associated with RI/ESG processes
  • Create and update PPSG investment reports
  • Manage ad-hoc projects involving varying degrees of complexity and with competing deadlines
  • Serve as an expert in numerous analytical tools and their respective capabilities
  • Enhance the advisory and controls environment focusing on wealth management supervision and controls
Qualifications for investments product manager
  • Reconciliation of various financial documents and checking accuracy and correctness of information
  • High proficiency in Microsoft Office Suites, especially Powerpoint and Excel
  • Thorough understanding of the Investments options available on Mastertrusts and Platforms
  • Proven experience in successful stakeholder management including Fund Managers, Boards and Regulators
  • Developing track record of delivering superior financial results and initiatives that make it simple and easy for customers
  • RG146 qualification
5

Investments Product Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investments 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 investments product manager
  • Understand and improve the controls in relation to wealth management equity and fixed income strategies, Rule 206(4)-7, 40 Act and the advisory platform which includes account opening and activity look back, guideline reviews, mutual fund sales practices and cross boarder activities
  • Ensure timely and concise communication and understand the various processes and procedures performed within JPMS
  • Coordinate and supervise ongoing oversight
  • Be a leader in unstructured situations and ensure an optimal experience
  • Work with people at all levels in the organization with various backgrounds
  • Regularly collaborate and communicate with various partners
  • Identify, track and escalate issues and follow through to resolution
  • Create documentation, procedures, presentations, and status updates as needed
  • Develop strong relationships and gain the confidence of peers and colleagues
  • 8+ years of Insurance industry experience, including defined product management roles & responsibilities
Qualifications for investments product manager
  • Minimum 5 years related experience with an investment manager in product management, client service or investment-related role
  • Adept at using industry tools and analytical systems to fulfill primary responsibilities
  • Can successfully work independently within tight time constraints and deadlines
  • Exemplary written and verbal communications
  • Strong initiative, energetic work habits and dedication to job
  • Ideally some background with RI or ESG products

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