
Senior Investment Vehicle Manager
3 days ago
We're seeking a skilled Product Specialist to drive the management of investment vehicles.
This is a multi-faceted role that involves conducting operational activities related to new product launches, restructuring, merging, closing, and other product-related changes. You will be responsible for managing activities outlined in product development and implementation processes, developing and managing product implementation plans and timelines, and establishing relationships with partners in Operations, Legal, Technology, Risk, Compliance, Finance, etc.
The successful candidate will have strong analytical skills, with the ability to research, develop, and deliver analysis for presentations and reports to be delivered internally regarding product development and enhancements. They will also be required to create a broad range of materials for product governance meetings, including boards, as well as reports, research for senior management leveraging both internal and external data sources and contacts.
In addition to these responsibilities, you will be expected to conduct advanced research to understand competitive and internal positioning, including fees and expenses, and to provide high-level assistance and coverage to Product Managers and serve as their backup as needed.
The ideal candidate will have either CFA qualification or be undergoing the qualification, along with strong written and oral communication skills, superior PowerPoint and Excel skills, and a strong understanding of operational infrastructure related to Australian unit trusts and the investment/regulatory tax environment in Australia.
This role offers the opportunity to work in a dynamic and collaborative environment, with a focus on delivering global investment management excellence and retirement services. If you are a motivated and results-driven individual with a passion for product management, we encourage you to apply for this exciting opportunity.
- Conducts operational activities related to new product launches, restructuring, merging, closing, and other product-related changes.
- Manages activities outlined in product development and implementation processes.
- Develops and manages product implementation plans and timelines.
- Establishes relationships with partners in Operations, Legal, Technology, Risk, Compliance, Finance, etc.
- Creates a broad range of materials for product governance meetings, including boards, as well as reports, research for senior management leveraging both internal and external data sources and contacts.
Requirements:
- CFA qualification or undergoing the qualification
- Strong written and oral communication skills
- Superior PowerPoint and Excel skills
- Understanding of operational infrastructure related to Australian unit trusts
- Strong understanding of the investment / regulatory & tax environment in Australia
Work Location: Sydney or Melbourne (Sydney preferably)
Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
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