Responsibilities

• Champion assigned strategies, funds and themes
• Work closely with US, offshore and export Distribution (retail and institutional), Business Development team, Marketing Communications, Marketing Services, Portfolio Management, Legal/Compliance and Digital Marketing
• Act as internal subject matter expert and main point of contact for assigned strategies providing support across wrappers and lifecycle
• Product Positioning
• Understand all aspects of assigned asset class and related strategies/funds; monitor changes in performance and/or strategy
• Thoroughly analyze product performance via attribution analysis, including the drafting of regular portfolio commentaries
• Ensure consistent messaging
• Track and analyze competition consistently
• Assess industry trends and market opportunities
• Understand capital markets and macro-related events
• Firm grasp of product positioning as it relates to our different institutional and intermediary channels initiatives (Retail, Institutional, DCIO, and International Sales & Distribution) and platform initiatives
• Product Management
• Development/creation of strategy/fund materials ensuring a consistent message across databases, RFPs, pitch books etc.
• Responsible for material revisions/updates
• Identify and implement necessary product changes
• Oversee timely dissemination and presentation (verbal and written) of information to Sales
• Day-to-day assist to Sales with product and product-related information to help drive sales and retain assets
• Product Development
• Uncover new strategy/fund opportunities by closely monitoring industry trends
• Develop documentation to support new idea, including Board materials nothing iece? (text preserved)