The Product Associate I is responsible for all aspects of certain investment products, supports Investment Consultants and Relationship Managers, and talks to clients when requested.
Duties and responsibilities include:
This Product Associate I role focuses on collective investment vehicles and stocks along these two basic functions:
Product Management:
- Prepares and updates customer-ready and internal-use-only presentations and guides;
- Prepares customized proposals
Product Analysis:
- Performs Bloomberg and Morningstar searches.
- Undertakes Macroeconomic research and tasks, as assigned.
- Performs studies of client holdings using Pershing’s NetExchange 360 and ReportCenter capabilities.
- Uses Morningstar and other services to generate stock reports, create investment lists and track manager and indices performance.
- Attends core funds conference calls, take notes, and circulate internally.
- Informs sales force on MF corporate events (dividends, mergers, split, etc.).
- Integral member of the products team, reporting to the Chief Investment Officer (CIO) of AMTI
- Collaborate with Trading desk for New Issues, Corporate Actions, Bond Proposals, portfolio rebalancing.
- Ad-hoc investment-related duties and tasks, as assigned.
Minimum Education and/or Certifications Requirements:
Bachelor’s degree in economics, business administration or engineering is required.
Series 7 and 66 to be obtained in the first year
Minimum Work Experience Requirements:
1 - 3 years’ experience in investment/product analysis or relevant experience in broker-dealer or asset manager.
Technical and/or Other Essential Knowledge:
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint