About the position
High profile, successful and growing specialist Investment company seeks a dynamic Investment Product Specialist to join their Asset Management team.
The candidate must have a completed BCom Honours (Investment Management) and ideally be studying some relevant post graduate qualification e.g. CFA.
Strong academics are essential.
The candidate should have approximately 3 years relevant working experience within the Asset management / Investment management sector. We are seeking a smart, determined candidate with a history of excellence. Duties will include:
Product and Marketing Material Management
- Lead the coordination and production of investment product materials, including factsheets, presentations, and other collateral, ensuring consistency and quality across alljurisdictions.
- Maintain and enhance the suite of marketing and communication materials used to support distribution efforts globally.
- Ensure all product-related content adheres to relevant compliance and regulatory standards.
Data and Reporting
- Oversee the collation, validation, and presentation of investment data to support internal and external reporting needs.
- Manage the regular update of product-related data across platforms and systems, ensuring accuracy and timeliness.
- Respond to ad hoc data and product comparison requests from internal stakeholders and distribution teams.
Operational and Governance Support
- Support the operational processes required to implement and maintain investment solutions, including documentation and platform readiness
- Assist in the preparation and coordination of governance activities, including meeting documentation and action tracking.
- Maintain key operational records such as contact lists, meeting schedules, and solution documentation.
Product Development and Regulatory Support
- Contribute to the development and launch of new investment products, including the preparation of supporting materials and documentation.
- Assist in the delivery of regulatory and compliance-related outputs, including documentation aligned with Consumer Duty and other jurisdictional requirements.
- Ensure investment content used in due diligence and proposal documents is accurate, up-to-date, and aligned with global standards.
Collaboration and Global Coordination
- Work closely with the global asset management team (SA and International) to ensure alignment of product messaging, data, and materials across regions.
- Act as a central point of contact for cross-border initiatives, supporting the global consistency of investment communications and product positioning.
- Foster strong working relationships with teams across the company to support the delivery of high-quality, globally relevant investment content
Only shortlisted candidates will be contacted. If you have not heard from us by mid July 2025, please consider your application unsuccessful.
Desired Skills:
- Investment
- Asset management
- Product
- Investment product specialist
- Investment management
Employer & Job Benefits:
