Investment Product Specialist

• Build an in-depth understanding of industry products and client preferences to create and maintain investment products throughout the group, including globally domiciled, locally domiciled, umbrella, retail and institutional investment products
• Conduct thorough client, competitor and market research impacting product design
• Jointly develop, price and drive competitive client solutions across wrappers including but not limited to UCITS, CIS, Life and ETFs
• Drive product synergies between business units and enhance cross-selling
• Understand changing customer needs and market dynamics and how this impacts existing products
• Supply marketing with investment views and articles relative to products and investment positioning
• Provide investment consulting services to large institutional and retail clients
• Conduct presentations to conferences, clients or internal, as required

• Relevant tertiary qualification
• CFA and/or Actuary candidate or qualification
• 5 to 10 years’ experience within financial services, including product development
• Strong MS Excel and database skills
• Strong quantitative and analytical skills
• General market awareness
• Ability to work in a team

• Strong analytical and numerical skills
• Attention to detail whilst always linking numbers to the bigger picture
• Ability to work methodically
• Good organizational skills
• Deadline driven
• A passion for investments
• Excellent presentation skills

Rory Mackie & Associates