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Product Specialist

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Definition:
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.

Related Concepts:

Business Development
CFA - Chartered Financial Analyst
Economic Trends
Investment Performance
Investment Philosophy
Investment Strategy
Portfolio Management
Portfolio Types
Primary Investment Contact
 

Available Positions Related to Product Specialist:

Alternative Investments jobs

Asset & Investment Management jobs

Wealth Management jobs

 

Relevant Functional Areas:

Asset Management
Institutional Investment Management
Mutual Fund Management
Pension Fund Management
Private Wealth Management
Wealth Management
 

Related Job Titles:

Buy-Side Research
Credit Risk
Financial Analyst
Investment Strategist
Portfolio Manager