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Product Specialist - Fixed Income

Ramsey Portia
Closing date
15 Sep 2021

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Marketing & PR
Contract Type
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The role is responsible for supporting a global business model across intermediary and institutional distribution channels.

Duties and responsibilities:
  • Craft and articulate product stories and messaging for a specified product set within the fixed income platform, serving as a subject matter expert on the products
  • Create and maintain relevant platform and product narrative to differentiate products and set performance expectations including marketing language, RFP content, pitch books and web messaging
  • Position products across institutional and intermediary distribution channels seeking opportunities to actively promote products and help drive sales
  • Provide on-going product training around pertinent product features and benefits and performance updates for all distribution channels globally on assigned product set
  • Proactively identify product marketing opportunities based on industry trends, current market environment and competitive advantages
  • Identify competitive opportunities and provide detailed competitive analysis
  • Build product sales ideas and drive content for marketing collateral
  • Proactively communicate information to keep distribution team apprised and well-informed of pertinent product features and benefits and performance updates
  • Collaborate with the Investment team, crafting business plans and identifying opportunities for product promotion throughout the year
  • Provides sales support to all distribution channels globally with questions and client interactions
  • Engage with clients across all channels via conference calls, on site visits, due diligence meetings, and travel for in person meetings for new business or ongoing client servicing
  • Coordinate with Product Marketing to ensure product messaging flows through and is consistent across all collateral and platforms
  • Collaborate with Product Specialist team to assure complementary positioning of all products

The role requires:
  • Data interpretation from sources including: Bloomberg, Morningstar Direct, eVestment and other resources
  • Bachelor's Degree or equivalent
  • CFA, or progress achievements toward CFA, preferred
  • Strong computer skills including Powerpoint, Word, Excel and Adobe
  • Fixed income product experience with a global asset manager or manager research experience
  • Experience leading and mentoring direct reports
  • Ability to craft stories and articulate product messaging
  • Ability to assimilate complex and varied market data into a timely case for product investment
  • Experience presenting to an internal audience, one on one and larger groups
  • Ability to drive ideas from concept to completion through efficient project management and execution
  • Solid verbal and written communication skills required
  • Ability to set goals, manage and prioritize multiple projects simultaneously, work independently and drive results
  • Strong knowledge of institutional, adviser-driven, platform placement and/or insurance distribution channels
  • Strong analytical, organizational and problem-solving skills
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