Investment Product Manager

Investment Product Manager at Leeds Professional Resources Investment Product Manager at Leeds Professional Resources in Miami Beach, Florida Posted in 10 days ago.

Type:

full-time

Job Description:

An Investment Product Manager oversees the entire lifecycle of investment products-such as mutual funds, ETFs, or alternative investments-balancing product development, marketing strategy, and regulatory compliance. They act as a bridge between portfolio managers, sales teams, and clients to drive assets under management (AUM).

Key Responsibilities Product Development & Strategy:

Define and launch new investment products, creating roadmaps, business cases, and competitive analyses.

Product Marketing & Content:

Create marketing collateral, pitch books, and RFP responses to support sales efforts.

Investment Knowledge & Analysis:

Act as a Subject Matter Expert (SME) on specific investment strategies, portfolio performance, and asset classes.

Relationship Management:

Collaborate with portfolio managers, compliance, legal, and sales teams to manage product health.

Performance & Reporting:

Oversee product pricing, performance analysis, and client reporting.

Typical Qualifications Education:

Bachelor's degree in finance, economics, or related field.

Experience:

6+ years of experience in product management, portfolio management, or investment analysis.

Certifications:

CFA or CFA candidate is often preferred.

Skills:

Strong understanding of market dynamics, regulatory environments, and financial modeling.