Asset Management Product Specialist (h/m) Madrid

  • Madrid
  • Hace 4 días
  • 3 inscritos

Jornada Completa - Contrato Indefinido - Retribución sin especificar - Al menos 10 años de experiencia

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Institutional fund distribution network
Descripción de la oferta

Descripción de la oferta

Duración de la oferta: hasta el 11/10/2018


The core aim of the role is to promote the Investments Division´s proposition and help grow its assets under advisory by creating and presenting thought, content, and ideas to institutional clients, at conferences, publications, etc.

Descripción de la oferta

Specific areas of responsibility will include the following:


 * Understanding the competitor landscape and working with Investment Solutions and Sales Areas to craft clear positioning vs competitors for key services (fund monitoring, portfolio advisory, etc.)

 * Contributing to and authoring thought pieces and commentaries around market trends

 * Working with the Solutions team to ensure consistency, quality and accuracy of RFP responses

 * Working with the Marketing team to ensure consistency, quality and accuracy of presentations

 * Feeding competitor positioning and product innovations into the Investment team

 * Collaboration with existing product specialists in the Solutions team to ensure consistency of message to the Sales Team, clients and prospects


The individual will be expected to have client / prospect facing responsibilities in relation to the Investments Division´s services.

 Responsibility for Co-Ordination of External Output


 A Marketing Content
 Monthly / Quarterly Commentaries

 * Investment writing - Investment Themes and Flash Notes that can be disseminated to Clients

 * Check and final sign-off of all commentaries produced


 * Participate in events, round tables across the globe selling Services Strategy providing anecdotes, insights with which to engage clients and potential clients.
 * On-going checking and improvement of all presentations for different themes: Ensure consistency of message and correct data


White Papers / Thought Pieces 

 * Co-ordination of creation of these documents around ideas within the investment team which represents the investment philosophy, style and core attributes of a specific investment strategy.

 * Responsibility for co-ordination of ongoing / ad hoc deliverables/strategy updates

 * Responsible for ad hoc marketing documents, areas where strategies are going well, and areas where we have an active focus. 

 * Clients/Regions

 * Pitching and assisting in preparing pitches to new potential clients across different regions.

 * Working with other divisions outside of the Investment Team (e.g. Product, Operations, Risk and Compliance) as it impacts existing or new clients

Perfil del candidato

Job Position Requirements

Qualifications and Experience Required

 * Academic Background: University diploma in Finance, Economics or related subject 
 * Postgraduate or specialization: Master´s or focused courses related with financial markets
 * CFA charterholder



Previous Work Experience

 * In a similar position (Asset Management Product Specialist): preferrable

 * In banking/financial sector: At least 10 years

 * In similar or related functions: Several years´ of demonstrable commercial experience


Knowledge, Skills and Abilities

 * Highly organised

 * Strong interpersonal skills

 * Coherent and persuasive presenter and writer

 * Entrepreneurship spirit

 * Availability to travel

 * Analytical skills

 * Creativity

 * Attention to details

 * Decision making

 * Team work

 * Languages

 * Bilingual English/Spanish

 * Others: a Plus


Technical skills:



 * Versed in Macroeconomics / Global Markets

 * Must be adept in use of MS Office, particularly Excel, Word, Power Point.
 * Tools: Bloomberg, Lipper, Morningstar Direct, Others

Oferta de empleo

Important Growth


product specialist
asset management
  • Área

    Banca y seguros

  • Categoría o nivel


  • Nº Vacantes


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