Vacancy expired!
- Partner with product managers, internal partners, and clients to identify and define portfolio tool roadmap enhancements
- Partner with designers and engineers throughout the product lifecycle from idea conception to product launch
- Own insights product to deliver portfolio construction guidance at scale
- Represent our product to internal stakeholders and external clients
- 5+ years of relevant portfolio construction experience in the asset management or wealth management industry with knowledge of investment trends and financial advisor practices
- Strong understanding of financial markets, investment products, portfolio construction and investing and passion for learning about the industry.
- CFA Charterholder preferred but not required
- Interest in technology; product management experience not required but is a plus
- Excellent written and verbal communication skills, including the ability to deliver presentations and communicate up and down the organization.
- Ability to translate portfolio analysis topics to wide range of audience types
- Exceptional interpersonal, problem-solving and planning skills
- Strong ability to move concepts and ideas into actionable plans for delivery
- Bachelor's degree required
- Curious about your profession and the world of FinTech, to learn and keep up to date.
- Keen to deliver business value in addition to producing innovative solutions.
- Proactive and take ownership of your work - you are eager to do more than what is asked.
- High attention to quality and detail
- A big picture thinker. Be able to take inspiration from non-traditional sources and partners.
Vacancy expired!