Investment Products Specialist (Miami)
12 hours ago
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