Job ref no.: CT3126127-01#1394

Product Executive, Multi-Asset

Schroders Investment Management

Key Responsibilities:

(a) Product and Client Support

  • Product material - Ensure all regular Multi-Asset product presentations and fund updates are produced for distribution to sales channels.
  • Product profiles - Maintain detailed specifications for each product, and take the lead in devising content for marketing literature for sales channels.
  • Competitor analysis - Collect and analyse comparative advantages among major peers, and determine our product niche.
  • Client reports and review presentations - Provide regular updates of market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients.
  • Ad hoc reporting - Support sales and client service teams in responding to client queries.

(b) New Business Development

  • RFP ownership - Ensure RFPs are completed with the highest standards possible and tailored to clients' needs.
  • Client Pitches - Assist in the development of presentations for client pitches.
  • Product Map and pitch books - Maintain and regularly update Multi-Asset product map and product pitch books.

(c) Business Management

  • Business strategy support - Maintain and analyse AUM, fund flows and business profitability relating to the Asian Multi-Asset investment desk.
  • Risk monitoring - Conduct risk oversight and reporting, ensure all files are maintained, and maintain primary contact for the team with Group Investment Risk.

Essential Skills/Requirements:

  • Degree graduate with at least 2-3 years of relevent work experience within a financial services
  • Some knowledge of multi-asset products is an advantage
  • Highly methodical and enjoy working under tight deadline
  • Some experience in client servicing role is an advantage
  • Enjoys working in a team environment
  • Strong working knowledge of powerpoint, excel and MS words
  • Ability to engage across teams and good time management

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More job information
Job ref no. CT3126127-01#1394
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years - 3 years
Career Level
  • Entry level
  • Degree