Investment Product Specialist

A leading global investment management firm is seeking an Investment Product Specialist to join their Johannesburg office.

Introduction

This is a unique opportunity for you to play a pivotal role in supporting the asset management team by managing and enhancing a suite of investment marketing materials, data outputs, and operational processes. You will be at the heart of product innovation and content creation, ensuring consistency, compliance, and quality across multiple jurisdictions.Salary competitive (R450, 000 - R550,000)

Key qualifications and experience for the Investment Product Specialist

• Degree in Finance
• Progress towards or completed CFA/investment qualification (highly preferred)
• 3-5 years’ experience within an asset management firm
• Demonstrated understanding of core investment concepts
• Systems: Bloomberg, Morningstar Direct

Key duties for the Investment Product Specialist

Mainly a person who understands investments and putting together presentations and marketing materials for the investment team (not client facing)

• Coordinate and produce high-quality investment product materials such as fact sheets, presentations, and collateral while ensuring consistency across all regions.
• Maintain and enhance marketing and communication materials used to support global distribution efforts for investment products.
• Ensure all product-related content strictly adheres to relevant compliance and regulatory standards across jurisdictions.
• Oversee the collation, validation, and presentation of investment data to support both internal reporting requirements and external communications.
• Manage regular updates of product-related data across various platforms and systems with accuracy and timeliness as top priorities.
• Respond promptly to ad hoc data requests and product comparison queries from internal stakeholders and distribution teams.
• Support operational processes required for implementing and maintaining investment solutions including documentation preparation and platform readiness.
• Assist in preparing governance activities such as meeting documentation, action tracking, and maintaining key operational records like contact lists and schedules.
• Contribute to the development and launch of new investment products by preparing supporting materials and documentation aligned with regulatory requirements.
• Work closely with global asset management teams to ensure alignment of messaging, data integrity, and consistency of materials across all regions.
• Strong support function - on a marketing basis by compiling strong slide presentation packs
• Data management - drive from data perspective
• Compile Fun Facts sheets
• Sit in investment team and gaining exposure to investment process
• Part of investment committee
• Line of sight how they implement their portfolio
• Translate the above into Marketing materials
• Understand what’s happening in the market and how we can bring it to life for the portfolio
• Opportunity to collaborate with global and local team
• Work on products and processes for UK business - great exposure

Key skills

• Attention to detail – very NB!
• Can talk investments / understands investments
• Process oriented
• Advanced proficiency in Microsoft Office applications - particularly Word, Excel, and PowerPoint - to create compelling reports and presentations.
• Excellent organisational skills
• Proven project management abilities
• Driven, can take initiative

Please note that this is a fully office-based role, with some flexibility. This is a good opportunity to get your “foot in the door” of a reputable global asset management firm.

What's next:

If you are ready to take your expertise in investment products further within a globally respected firm committed to excellence - Apply today by clicking on the link provided. Your next rewarding career step awaits.