Director – Investment Product
Position Description
· Manager Due Diligence: Conducts due diligence analysis of current money managers and portfolios, including peer group analysis. Due diligence includes communicating with the money managers to constantly stay abreast of investment process, team, portfolio characteristics including performance attribution and risk analysis, changes in the portfolio and the manager’s outlook. Conducts detailed investment analyses of prospective money managers and investment products.
· Investment Performance Analysis: Analyzes performance relative to various indexes, competitor peer groups and various market benchmarks. Performs various risk and style analysis. Generates value-added performance reports and portfolio updates for Internal and Outside Trusts.
· Investment Marketing: Develops investment themes, sales ideas, market insights, product highlights and other value added investment marketing concepts for use by internal and external wholesalers, product marketing and account management to support our investment story. Works with internal compliance and money managers to review and approve SunAmerica marketing materials as well as co-branded pieces created by the money managers.
· Investment Communications: Collects and organizes source materials from money managers. Distributes publications and facilitates flow of information between managers and sales and marketing staff. Assists in sourcing data, monitoring and updating information on the internet and intranet related to the money managers and sub-accounts of assigned products. Generates shareholder annual reports for Internal Trusts.
· Technical Support: Responds to requests for information from the external and internal wholesalers. Facilitates information flow between money managers and internal sales/marketing staff. Provides value-added information and reporting to wholesalers and marketing on sub-accounts and money managers.
· Training: Develops presentations and provides training to Service Center, Internal Wholesaling on investment products and concepts. Provides training to new External Wholesalers with an overview of the Investment Product Management Team, our money managers and the resources we can leverage through these relationships.
· Investment Research: Monitors, identifies and reports on trends in money management and investment products that impact or potentially impact the product line. Provides content research on general investment concepts, investment funds, market activity and current economic environment.
· Special Projects: Assist Senior Management on special projects, including implementation of manager and fund changes and additions.
Position Requirement
· 3 to 7 years experience including investment analysis and due diligence
· Credentials – MBA or CFA or working towards CFA designation
· Strong writing and editing skills in investment communication
· Experience with investment analytics tools such as FactSet, Morningstar Direct, Lipper and Advanced Excel preferred
· Polished presentation and communication skills
· Project management skills with the ability to pay attention to details, multi-task and meet changing deadlines
Send their resumes to:
Mike Baral
Corporate Recruiter