ABOUT THE ROLE

Product Specialists are involved in multiple stages of the investment process and are an integral part of the Investor Relations team working closely with the Research team. &  Team members are expected to be experts of CFM’s investment programs, and to provide technical analytical support to prospective clients. The team contributes to providing a high-quality service to potential and existing clients. It interacts closely with the rest of the firm (Research, Risk, IT, Operations, …).

You will join our New York office.

Base salary 200-250 K-USD

+ variable compensation

+ competitive benefit package

As a product specialist, you represent CFM systematic strategies as subject-matter expert at client-facing meetings with consultants, institutional investors and wealth solutions teams.

• You work closely with CFM Researchers to gain deep understanding of strategies, portfolio holdings, asset classes, investment process, portfolio construction, risk management and trading processes with the goal of translating into client-facing verbal and written content.

• You are soliciting market feedback, pro-actively analyze competitive landscape and conduct independent research to respond to and to anticipate client needs.

• You utilize current and cutting-edge technological tools to aid with analyzing and attributing strategies/ benchmark indexes to explain characteristics and performance.

• You are collaborating on white papers to describe the characteristics and performance of CFM’s strategies and position them for various market environments.

• You are speaking and participating at conferences and related events as the subject matter expert.

• You liaise with Compliance and other relevant stakeholders regarding published content, as appropriate.

SKILLSET REQUIREMENTS/QUALIFICATIONS

• You have a minimum of 7 years in a buy side / sell side structuring or product specialist role, preferably focused on systematic investment strategies.

• Your experience working internationally in various cultures is desirable.

• You have a Master’s degree, preferably in science or engineering fields.

• You are proficient in cross-channel (retail, institutional) client experience.

• You have a high level of proficiency in Microsoft PowerPoint, Excel, Bloomberg, Tableau.

• You have a working knowledge of Python programming language.

• You have experience in using tools for data analysis and performance attribution.

• You have excellent client-facing and business management skills.

• You have exceptional verbal and written communication skills.

• Your strong interpersonal and relationship building skills are necessary to communicate and build trust with a variety of internal and external clients and prospects.

• You are enthusiastic, self-motivated   with a can-do-attitude focusing on getting the job done.

• You are detail oriented and intellectually curious.

• You have a high level of integrity and a team-first attitude.

• You have strong quantitative and analytical skills.

• You have strong understanding of and interest in global financial markets.

• You are keen to engage in significant travel over the long-term.

EQUAL OPPORTUNITIES STATEMENT

We are continuously striving to be an equal opportunity employer and we prohibit any discrimination based on sex, disability, origin, sexual orientation, gender identity, age, race, or religion. We believe that our diversity, breadth of experience, and multiple points of view are among the leading factors in our success.

CFM is a signatory of the Women Empowerment Principles

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