Job Description
We are seeking an Investment Products Manager to join our client's team! This role requires fluency in English and Spanish. Responsibilities Product Research and Analysis: Analyzing existing and potential investment products, including their features, performance, and market positioning. Due Diligence: Assisting with operational due diligence on investment products being considered for inclusion on the platform. Risk Management Additionally, the role involves assisting in the development of strategies related to product pricing, suitability, and availability under the guidance of senior management This interaction is vital for identifying, researching, and resolving complex issues related to product sales and servicing, as well as overall business planning The analyst is expected to demonstrate a commitment to the firm's core values, ensuring that the platform remains competitive and responsive to client needs This includes performing detailed analyses of economic and selling contracts, gathering and interpreting information on sales trends, and ensuring compliance with company standards and financial regulations Provide financial advisor support and product analysis Assist in setting strategies around product pricing, suitability, and availability under senior direction Support risk management in pricing models and product availability Gather, analyze, and interpret information on sales trends and product demand Requirements Experience researching and performing due diligence for different investment products Experience with regulatory frameworks Fluency in English and Spanish