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. Engage with clients via conference calls, on site visits, due diligence meetings, and travel for in person meetings for new business or ongoing client servicing. Execute other duties as assigned.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed