Investment Products Specialist (Miami)
We are seeking an Investment Products Manager to join our client's team! This role requires fluency in English and Spanish.
Responsibilities
- Product Research and Analysis: Analyzing existing and potential investment products, including their features, performance, and market positioning.
- Due Diligence: Assisting with operational due diligence on investment products being considered for inclusion on the platform.
- Risk Management
- Additionally, the role involves assisting in the development of strategies related to product pricing, suitability, and availability under the guidance of senior management
- This interaction is vital for identifying, researching, and resolving complex issues related to product sales and servicing, as well as overall business planning
- The analyst is expected to demonstrate a commitment to the firm's core values, ensuring that the platform remains competitive and responsive to client needs
- This includes performing detailed analyses of economic and selling contracts, gathering and interpreting information on sales trends, and ensuring compliance with company standards and financial regulations
- Provide financial advisor support and product analysis
- Assist in setting strategies around product pricing, suitability, and availability under senior direction
- Support risk management in pricing models and product availability
- Gather, analyze, and interpret information on sales trends and product demand
Requirements:
- Experience researching and performing due diligence for different investment products
- Experience with regulatory frameworks
- Fluency in English and Spanish
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