Investment Product Manager

An Investment Product Manager oversees the entire lifecycle of investment products—such as mutual funds, ETFs, or alternative investments—balancing product development, marketing strategy, and regulatory compliance. They act as a bridge between portfolio managers, sales teams, and clients to drive assets under management (AUM).

Key Responsibilities

• Product Development & Strategy: Define and launch new investment products, creating roadmaps, business cases, and competitive analyses.
• Product Marketing & Content: Create marketing collateral, pitch books, and RFP responses to support sales efforts.
• Investment Knowledge & Analysis: Act as a Subject Matter Expert (SME) on specific investment strategies, portfolio performance, and asset classes.
• Relationship Management: Collaborate with portfolio managers, compliance, legal, and sales teams to manage product health.
• Performance & Reporting: Oversee product pricing, performance analysis, and client reporting.

Typical Qualifications

• Education: Bachelor’s degree in finance, economics, or related field.
• Experience: 6+ years of experience in product management, portfolio management, or investment analysis.
• Certifications: CFA or CFA candidate is often preferred.
• Skills: Strong understanding of market dynamics, regulatory environments, and financial modeling.