Fund Product Specialist

Job Description

Job Description

Fund Product Specialist

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Fund Product Specialist position commonly found through the Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with product-focused roles supporting investment funds across public and private markets.

Actual openings may vary based on employer type (asset managers, private equity firms, hedge funds, multi-asset platforms), fund structure, asset class focus, and client base.

For more information on the Career Launch AI Talent Network, visit:

Position Overview

Fund Product Specialists act as subject-matter experts on investment funds, serving as a bridge between investment teams, distribution, investor relations, and internal stakeholders. The role blends deep product knowledge, analytical support, and clear communication to ensure funds are accurately represented and effectively supported across the organization.

These roles involve close collaboration with portfolio managers, investment analysts, product managers, sales teams, compliance, and operations.

Key Responsibilities

• Develop and maintain deep expertise on assigned investment funds and strategies

• Support sales, distribution, and investor relations teams with product information and analysis

• Prepare and maintain product materials, presentations, and fact sheets

• Analyze fund performance, positioning, and competitive landscape

• Respond to internal and external inquiries regarding fund structure, strategy, and performance

• Partner with investment teams to translate portfolio activity into client-friendly messaging

• Coordinate with compliance and legal teams to ensure accurate and approved disclosures

• Assist with product launches, updates, and ongoing product enhancements

• Track market trends and investor demand to inform product positioning

• Prepare regular and ad-hoc product reporting for senior management

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field

• Strong understanding of investment products and asset management

• Experience in product specialist, investor relations, sales support, or investment analysis roles is a plus

• Familiarity with equities, fixed income, alternatives, or private markets

• Strong analytical and presentation skills with attention to detail

• Proficiency in Excel and PowerPoint; familiarity with CRM or reporting tools is a plus

• Ability to communicate complex investment concepts clearly and concisely

• Strong organizational skills and ability to manage multiple priorities

• High level of professionalism and client orientation

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching

• Resume and profile optimization

• Guidance on outreach to product, investment, and distribution teams

• Interview preparation for product specialist and asset management roles

To learn more or express interest in fund product roles, visit: