PRODUCT STRATEGIST/MUNI BONDS
PRODUCT STRATEGIST
MUNI BOND/TAX FREE FIXED INCOME INVESTMENTS
This person will act as a key member of the Marketing Business Unit of a very well-established investment management firm with over $130B AUM. The company 's product line-up consists of a prestigious and well-known mix of mutual funds and separately managed accounts that criss-crosses various channels of distribution - most notably, wirehouses and various other intermediaries well as institutional investors.
The Product Strategist will represent the firm's Tax Free Fixed Income Investments and he or she will be expected to act as a liaison between these products, internal stakeholders and the company's largest and most valuable high end clients.
Job Description
· Demonstrate a deep understanding of the firm’s tax-free fixed income investment capabilities, capital markets and overall investment environment.
· Act as an extension of the investment team; specifically with the ability to interact with high end clients, as needed.
· Participate in product development, including product creation and repositioning.
· Lead marketing and communications strategies to grow the firm’s tax-free fixed income asset base.
· Partner with the sales team to properly position the firm’s capabilities to prospects and relevant gatekeepers.
· Participate in supporting high end clients (primarily SMA), through innovative new product solutions.
· Coordinate with Product Research to develop a deep understanding of product positioning vs. competitors (performance, portfolio structuring, asset flows, etc.).
· Monitor search work, know who is winning and losing assets and why.
· Analyze industry flows, product positioning issues, and perceived product strengths and weaknesses including how to address any objections that have been uncovered.
· Provide periodic, timely product information to the firm and various constituents.
· Support training efforts product advocacy across the firm.
Qualifications
· 15+ years working experience – especially with tax-free fixed income investment exposure.
· Excellent communication skills
· Excellent attention to detail.
· Excellent organizational skills.
· Strong quantitative skills.
· Team player.
· “Can do” attitude.
Education
Bachelors Degree, Masters or CFA preferred
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