Job Description
An Investment Product Manager oversees the entire lifecycle of investment products—such as mutual funds, ETFs, or alternative investments—balancing product development, marketing strategy, and regulatory compliance. They act as a bridge between portfolio managers, sales teams, and clients to drive assets under management (AUM).
Key Responsibilities
• Product Development & Strategy: Define and launch new investment products, creating roadmaps, business cases, and competitive analyses.
• Product Marketing & Content: Create marketing collateral, pitch books, and RFP responses to support sales efforts.
• Investment Knowledge & Analysis: Act as a Subject Matter Expert (SME) on specific investment strategies, portfolio performance, and asset classes.
• Relationship Management: Collaborate with portfolio managers, compliance, legal, and sales teams to manage product health.
• Performance & Reporting: Oversee product pricing, performance analysis, and client reporting.
Typical Qualifications
• Education: Bachelor’s degree in finance, economics, or related field.
• Experience: 6+ years of experience in product management, portfolio management, or investment analysis.
• Certifications: CFA or CFA candidate is often preferred.
• Skills: Strong understanding of market dynamics, regulatory environments, and financial modeling.
Key Responsibilities
• Product Development & Strategy: Define and launch new investment products, creating roadmaps, business cases, and competitive analyses.
• Product Marketing & Content: Create marketing collateral, pitch books, and RFP responses to support sales efforts.
• Investment Knowledge & Analysis: Act as a Subject Matter Expert (SME) on specific investment strategies, portfolio performance, and asset classes.
• Relationship Management: Collaborate with portfolio managers, compliance, legal, and sales teams to manage product health.
• Performance & Reporting: Oversee product pricing, performance analysis, and client reporting.
Typical Qualifications
• Education: Bachelor’s degree in finance, economics, or related field.
• Experience: 6+ years of experience in product management, portfolio management, or investment analysis.
• Certifications: CFA or CFA candidate is often preferred.
• Skills: Strong understanding of market dynamics, regulatory environments, and financial modeling.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Product Manager position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
