Support research and product development efforts for innovative investment strategies and product structures across multiple investment vehicles including ETFs, mutual funds, interval funds, SMAs, CITs, and institutional separate accounts and others
Research and evaluate new product opportunities across equity, fixed income, alternatives, digital asset, and multi-asset strategies
Conduct analysis across the asset management industry, tracking product innovation, market trends, and positioning strategies
Create presentations, strategic reports, and analytical materials for leadership and external audiences
Perform advanced quantitative analysis using Bloomberg, Simfund, Morningstar, Excel, and other analytical tools

Bachelor's degree in Finance, Economics, or a related field required; MBA and/or CFA designation preferred
6+ years’ financial services experience with significant focus on product management, product strategy, or investment strategy development
Experience supporting strategic initiatives
Understanding of investment product structures, mechanics, and regulatory requirements across multiple vehicles
Strategic mindset with strong investment, analytical, and quantitative aptitude
Exceptional analytical, strategic thinking, and problem-solving capabilities
Collaborative work style with ability to work independently and in a team environment
Advanced Excel, PowerPoint, and data visualization proficiency
Expert-level knowledge of Bloomberg, Morningstar, Simfund, and similar analytical platforms
Experience with derivatives, alternative investments, and structured products
Experience in product development across multiple investment vehicles
Series 7 and Series 63 (or acquisition within 90 days of hire)

Vice President, Product Strategy

Key skills