9 часов назад
Senior Strategist - Investment Product Specialist
140 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Strategist - Investment Product Specialist (Investment Management): Managing and positioning assigned investment strategies for institutional and intermediary distribution channels with an accent on product expertise, competitive analysis, and performance communication. Focus on developing product strategies, delivering client presentations, coordinating marketing and RFP materials, and translating performance attribution into clear commentary.
Location: Boston, United States; hybrid work environment
Base salary: $140,000 per year, plus competitive commission and incentive compensation.
Company
is an investment management firm helping individuals and institutions build more secure financial futures.
What you will do
- Serve as the product expert for assigned investment strategies and support sales, consultant relations, relationship management, and client service teams.
- Deliver in-depth product presentations to clients, consultants, and prospects, with travel of up to 50% as required.
- Conduct competitive analysis and assess product strengths and weaknesses to improve market positioning.
- Develop strategic plans for existing products and contribute to new product development initiatives with distribution and investment teams.
- Oversee investment marketing materials, product profiles, RFP responses, client reporting packages, and quarterly performance commentary.
- Develop training materials, lead strategy training sessions, and monitor performance composites with the performance team.
Requirements
- 8–12+ years of investment management experience, preferably including in-depth investment product management.
- Strong written, verbal, and presentation skills.
- Deep understanding of capital markets and active investment processes.
- Ability to analyze performance attribution reports and translate them into written commentary.
- Experience coordinating multiple projects, meeting deadlines, and working independently in a fast-paced environment.
- Appropriate licensing and registrations in accordance with MFS licensing policy; willingness to travel for conferences, sales presentations, and client meetings.
Nice to have
- MBA and/or CFA charter.
- Ability to speak multiple languages.
- Understanding of global institutional, US retail, and non-US retail marketplaces.
Culture & Benefits
- Collaborative, people-first culture focused on strong ideas and better outcomes.
- 15% company contribution to a retirement account separate from the company-sponsored 401(k).
- Education assistance, including student loan support, tuition reimbursement, and access to discounted tutors and college coaches.
- Generous time off and fully paid maternity, parental, and caregiver leaves.
- Medical and dental plan options, Health Savings Account contributions, commuter benefits, flexible spending accounts, and wellness programs.
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