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Product Specialists are seasoned investment professionals (often former portfolio managers) having excellent communication, client relationship management, and marketing/sales skills that partner with Portfolio Managers and act as the link between investment teams and account managers. They play a central role in facilitating connectivity between investors and distribution. Product Specialists represent their respective investment teams to both internal and external clients, acting as a specialized source of product and market knowledge.
CFA - Chartered Financial Analyst
Primary Investment Contact
Available Positions Related to Product Specialist: