Responsibilities

• Supports the commercial success and market positioning of a set of equity products in close collaboration with Client Portfolio Managers
• Responsible for developing compelling and differentiating product messaging to position strategies in market, serving as a subject matter expert on an assigned set of equity products and capturing the client voice
• Ensure consistency in messaging across product sets and channels in marketing language, RFP content, pitch books and web messaging
• Conduct in-depth competitor analysis and identify timely opportunities to position products across institutional and intermediary distribution channels
• Participate in investment team meetings with portfolio managers and analysts to develop expertise in articulating team philosophy, process, performance attribution, portfolio positioning and outlook to internal and external clients
• Provide on-going product training for all distribution channels globally
• Contribute to business planning process and identifying opportunities for product promotion throughout the year
• Drive marketing strategy for product set and proactively identify opportunities based on industry trends, market environment, competitive advantages, and data-driven competitor intelligence
• Provide data support by collecting, presenting and reporting accurate data on portfolios and markets for internal and external clients
• Provides sales support to all distribution channels globally by responding to sales and client questions

Requirements

• IMC qualification and working towards or passed CFA
• Business / Commercial Acumen – able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them
• Client Skills – able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating to stakeholders, Sales and clients clearly and confidently
• Investment Knowledge – deep understanding of specific products or asset, including the impact of macro environment
• Data Assessment – able to gather and analyze complex market and competitor intel to inform business decisions and client strategies / campaigns
• Partnership – able to engage with PMs, CPMs, Distribution, Marketing and Product partners, able to listen and communicate effectively for different audiences to build trust
• Agility – able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams
• Curious and willing to ask questions

Preferred

• Use of AI agents to improve productivityAI
• Advanced PowerPoint/Excel skills
• Experience using Bloomberg / Reuters Datastream / Morningstar Direct
• Relevant previous work experience

Benefits

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours