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Investment Product Analyst Lead

Ref: 9222953

  • Highly Competitive Remuneration Package
  • 12 May 2021
  • Dublin (Central)
  • Perm

Investment Product Analyst

Brightwater Executive has been retained by our long-standing client, a leading Boutique Asset Manager with circa 3Billion AUM, to appoint their Investment Product Analyst Lead role. Strong background in investment product development to launch, with ideally 7-8 years + experience in managing fund and index research across multi asset, FI, equity / structured product portfolios. QFA qualified.

Key Role & Responsibilities

• As member of the Member of Investment Committee, provide detail on new product ideas for potential inclusion • Prepare detailed due diligence on funds/indices/structures for review and challenge by other committee members • Analyse competitive environment on a regular basis • Ongoing monitoring of existing funds/indices • Prepare written commentary and numerical analysis of fund performance for the sales team to utilise • Have all external bond communication reviewed and approved by compliance before publication • Prepare quarterly presentations summarising product line up and provide training to sales & broker teams on new products • Work closely with head of business development and banking partners to ensure consistent and high quality pipeline of new structured product for mass market and bespoke client distribution • Analyse underlying funds/indices that are suggested by the investment banks and pro-actively provide fund/index ideas for the banks to review and price • Contact fund managers where relevant to get full understanding of the fund • Oversee the product governance process and work alongside compliance to ensure process is compliant with regulations along with marketing and sales support team • Assist with the completion of the rollout of new ETF offering and • Recommend Standard Portfolios for different risk appetites

Ideal Candidate Profile

• 7 – 8 Years + in product development and research • Experienced in managing fund and index research across multi asset, FI, equity / structured product portfolios. BComm or equivalent with QFA qualification and / or CFA • Excellent communication and presentation skills with the ability to managed multiple stakeholders across internal cross functional teams, broker intermediary partners and investment banking partners to ensure product value chain and success to product portfolio is achieved • Hands on and strategic focus and ability the work alongside investment committees / boards etc.

For further information on this Investment Product Analyst Lead role, please contact Estelle Davis, Brightwater Executive on +353 1 5927 844 or email [email protected]