Product Specialist & Investment Solutions Specialist
Our client is a global asset management firm, seeking a dynamic and analytical Product Specialist to join our Investment Solutions team in Shenzhen. This role is ideal for a professional with a strong understanding of investment products and strategies, who can bridge the gap between portfolio management, sales, and clients. You will play a key role in supporting product development, client engagement, and strategic initiatives across various asset classes.
Key Responsibilities:
- Conduct in-depth research and analysis on investment products, including equities, fixed income, alternatives, and multi-asset solutions.
- Support the development, positioning, and lifecycle management of investment products tailored to client needs.
- Collaborate with portfolio managers and sales teams to deliver product insights and investment narratives.
- Prepare marketing materials, product presentations, and thought leadership content for internal and external stakeholders.
- Monitor market trends, competitor offerings, and regulatory developments to inform product strategy.
- Assist in client meetings and respond to product-related inquiries with timely and accurate information.
- Coordinate with compliance, legal, and operations teams to ensure product documentation and processes meet regulatory standards.
Qualifications:
- Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
- 3-6 years of experience in investment product management, research, or a related role within asset management or financial services.
- Strong knowledge of financial markets, investment strategies, and portfolio construction principles.
- Excellent communication and presentation skills in both English and Mandarin.
- CFA designation or progress toward it is highly preferred.
- Proficiency in Excel, PowerPoint, and data analysis tools; experience with Bloomberg or Morningstar is a plus.
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