Investment Products Specialist

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