Equity Product Specialist in Florham Park, NJ at Engage Partners, Inc.

Date Posted: 11/7/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/7/2020

Job Description

Job Description:
position is responsible for communicating the firm’s investment philosophy and process, investment strategies, and performance to clients, prospective clients, and consultants. Primary responsibilities include analyzing and interpreting investment performance, creating client-focused communications, contributing to client and marketing materials, and monitoring the competitive landscape. The successful candidate should understand equity markets, quantitative equity management and products, performance attribution, and modern portfolio theory, and be able to communicate investment concepts, manage multiple projects, and have strong analytical, organizational, and communication skills.

We are seeking an Equity Product Specialist. This position, in our Client Service and Portfolio Analysis group, is primarily focused on communicating the firm’s investment philosophy and process, investment strategies, and performance to clients, prospective clients, and consultants.

Primary Responsibilities:
Communicate the firm’s investment philosophy and process, and review investment strategy and portfolio positioning and performance with clients, consultants, and prospects
Analyze and interpret investment performance using internal proprietary attribution systems and commercial systems such as FactSet, Barra, and Axioma
Create client-focused communication pieces including performance commentaries, RFP and RFI responses, and presentation materials
Handle ad-hoc client requests and projects
Contribute to creating effective client and marketing materials
Engage in business development initiatives
Monitor the competitive landscape and industry trends

This position requires an individual with a deep understanding of equity markets, quantitative equity management and products, performance attribution, and modern portfolio theory. Requirements include:
MBA or master’s degree in Finance or related field required, CFA a plus
A minimum of 5 years of investment industry experience
Ability to communicate complex investment concepts to a variety of audiences
Strong analytical and computer skills
Strong organizational skills, with attention to detail
Excellent verbal, written, and interpersonal communication skills
Ability to manage and prioritize multiple projects simultaneously
Team player with a willingness to travel
Strong ethics and integrity