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. Ensures consistency in messaging across product sets and channels in marketing language, RFP content, pitch books and web messaging. Conducts in-depth competitor analysis and identifies timely opportunities to position products across institutional and intermediary distribution channels. Participates 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. Provides on-going product training for all distribution channels globally. Contributes to business planning process and identifying opportunities for product promotion throughout the year. Drives marketing strategy for product set and proactively identifies opportunities based on industry trends, market environment, competitive advantages, and data-driven competitor intelligence. Provides 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. Engages with clients via conference calls, on site visits, due diligence meetings, and travel for in person meetings for new business or ongoing client servicing. Executes other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed