Product Executive, Managed Investment team
4 days ago
Product Executive, Managed Investment team
Job Description
The Product Executive plays a key role in supporting the Managed Investment team to deliver high quality investment solutions and operational excellence in a timely manner. The role involves coordinating and supporting product initiatives, ensuring efficient operational workflows and regulatory compliance. The candidate is expected to be a strong team player with a keen eye on details, and the ability to work with internal and external stakeholders.
Responsibilities- Responsible for Discretionary Portfolio Management (DPM) Support Services and Fund Administration
- Assist in end-to-end product lifecycle management from idea generation, structuring, approvals, launch and ongoing maintenance
- Provide DPM support services, including trade execution and reconciliation, documentation and reporting
- Coordinate and support product development and marketing campaigns
- Assist in product documentation and operational workflows
- Maintain accurate records of product data and updates in internal systems
- Prepare periodic presentations, product materials and reports
- Assist in stakeholder engagements and sales support
- Work with system and process owners to implement enhancements to achieve desired operational outcome
- Participate and contribute to other ad-hoc projects as required
- Product-Management
- Portfolio-Management
- Private-Wealth
- Wealth-Management
- Tertiary education in Finance, Business, Economics or a related discipline preferred
- 1-3 years’ working experience in Private Banking, asset management or financial services preferred
- CACS 1 & 2, CMFAS (Modules 1B, 3 & 5), or other certifications as required
- Good understanding of investment products, portfolio management and regulatory environment
- Strong analytical, problem solving and organisational skills
- Good attention to details
- Team player with good communication skills and the ability to collaborate with internal and external stakeholders
- Associate
- Full-time
- Business Development and Sales
- Banking
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