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Investment Product Specialist - Equities

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Job Description

The Company - Our client is a highly reputable Global Investment Manager with a strong presence in Sydney, Australia. This business helps institutions, intermediaries and individuals meet their goals and prepare for the future. They manage over $40 billion locally and have a solid performance history across all of their product offerings. Our client is quite protective of their culture and attracts high quality professionals who value innovation, integrity, and excellence.

The role

The Investment Product Specialist will work with the Equities desk and the Head of Product in setting the strategic direction and driving the activities of the equities product function in Australia. This will be done in partnership with local and global stakeholders including the distribution head, sales head/local sales channel heads, marketing head, and the local equities investment team. The primary focus of this role will be the equities portfolio which has a significant product development roadmap and will require an experienced Investment Product Specialist to shape and roll out this innovative strategy.

Key Accountabilities

  • Product development

  • Business management of products

  • Encompassing market and competitor analyses

  • Product positioning and messaging

  • Attending & representing the business at external events (locally and internationally)

  • Technical & market Intelligence (sitting between sales and Investments)

  • Being the equities expert for sales, operations and compliance.

To be successful in this role you will;

  • Previous experience as a Product Specialist or consulting/research in funds management

  • Exceptionally strong technical expertise in equities

  • Experience in presenting complex products in a simple way to intermediaries (and their clients)

  • SIA/CFA qualifications.

Why Apply?

  • Global brand which has a local executive team

  • Diverse & Inclusive culture

  • High performing and supportive leader

Your next steps

If you would like a challenge and to take that next step in your career, press Apply now or alternatively for a confidential discussion please call Agnes Villanyi at Parity Consulting on 0405 395 021.

Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness.

Parity Consulting recognise the First Nations People as the Traditional Custodians of this land and celebrate their connection and love for the country.

Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.

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