Leader - Product & Investments Strategy (5-10 yrs)

Role Overview:

As a Leader - Product and Investments Strategy, you will play a critical role in shaping the firm's asset management product offerings and investment strategies. You will be responsible for understanding market trends, developing fund strategies, and effectively communicating investment opportunities to investors. Your expertise will drive engagement with corporate treasuries and family offices, ensuring alignment with their financial objectives.

Key Responsibilities:

Product & Investment Strategy

- Develop a deep understanding of asset management products, investment vehicles, and financial instruments.

- Formulate and present fund strategies and investment theses tailored to diverse investor segments.

- Assess market trends, competitor products, and regulatory changes to enhance product offerings.

Investor Relations & Business Development

- Build and maintain strong relationships with corporate treasuries, family offices, and institutional investors.

- Present customized fund opportunities that align with clients' investment goals and risk appetite.

- Act as a trusted advisor by offering market insights, investment solutions, and portfolio strategies.

Market Insights & Communication

- Provide periodic fund updates, performance reports, and market commentaries to investors.

- Collaborate with internal teams to ensure seamless communication of investment strategies.

- Represent the firm in investor meetings, industry forums, and thought leadership initiatives.

Key Qualifications & Skills:

- Proven experience in asset management, investment strategy, or financial product development.

- Strong analytical skills with the ability to assess financial markets and investment products.

- Excellent communication and presentation skills for engaging with sophisticated investors.

- Ability to build long-term client relationships and understand institutional investment needs.

- Deep knowledge of financial instruments, market structures, and regulatory frameworks.

- MBA, CFA, or equivalent finance qualification preferred.