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Product Solutions Specialist
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The Global Product Solutions Specialist will focus on delivering best-in-class product solutions to Australian investors, with a particular emphasis on the continued improvement and evolution of our managed funds range. As a subject matter expert on product structures, attributes, and operations, the specialist will address inquiries and collaborate with the broader business to implement modifications.
Key Responsibilities:- Fund Compliance and Operational Oversight:
- Implementation and oversight of certain regulatory reporting requirements
- Monitoring and reviewing fund attributes such as buy-sell spreads
- Product-specific updates to fund documentation
- Management of the fund registration process
- Product procedure enhancements and maintenance of internal fund data/attributes
- Resolve product queries working with Portfolio Management, Investment Risk, and Compliance
- Implementation of Fund Changes:
- Implementation of fund changes, including benchmark changes and fund structure/operational changes
- Maintenance of Product Committees and Internal Reporting:
- Maintenance of product committees and internal reporting to senior management
- Management of Fund Data:
- Management of fund data distributed to external vendors
- Oversight of Product Information:
- Oversight of the product information on our website and factsheets, including the implementation of enhancements, periodic reviews, and troubleshooting issues with stakeholders
- Ad-Hoc Queries and Projects:
- Manage ad-hoc queries and projects relating to registered products in the region
- A minimum of 3 years of relevant financial services experience
- Tertiary qualifications in a related discipline
- Excellent attention to detail
- Demonstrates a high level of initiative and ability to work under pressure and be comfortable taking primary responsibility for deliverables assigned
- Advanced Microsoft Office (Excel, PowerPoint, Word) skills; experience with Bloomberg and Morningstar is highly regarded
- Excellent written and verbal communication skills
- Ability to distill complex investment concepts for various audiences
- Solid understanding of the Australian funds management landscape and common investment vehicles
- Basic programming skills in VBA or Python is an advantage