Create a Job Alert.

Enter your email below to save this search and receive job recommendations for similar positions.
Thank you. We'll send jobs matching these to
You already suscribed to this job alert.
No Thanks
US
What job do you want?
Apply to this job.
Think you're the perfect candidate?
Apply on company site

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Equity Product Specialist at Engage Partners, Inc.

Equity Product Specialist

Engage Partners, Inc. Florham Park, NJ Full-Time
Apply on company site
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
 

Recommended skills

Modern Portfolio Theories
Equities
Equity Markets
Modern Portfolio Theory
Investment Performance
Attention To Detail
Get job alerts by email. Sign up now! Join Our Talent Network!

Job Snapshot

Employee Type

Full-Time

Location

Florham Park, NJ

Job Type

Other

Experience

Not Specified

Date Posted

03/7/2021

Job ID

7ab1e5154d41
Apply to this job.
Think you're the perfect candidate?
Apply on company site