AB multi-asset investment team manages a wide array of asset allocation services for global institutions, high net worth individuals and retail mutual fund investors. The total assets under management across our multi-asset portfolios exceed USD145 billion. The Multi-Asset Business Development (BD) Group is responsible for supporting the marketing and distribution of AB’s Multi-Asset products and funds. The Group liaises with the global marketing, investment, client servicing, and product development teams on the retail, institutional and sub-advisory distribution channels.
About the role
The Product Manager, as part of the Multi-Asset BD team, plays a major role in supporting marketing and client interaction of a key line of AB multi-asset products, working closely with Marketing, Sales and Portfolio Managers.
Reporting to the Investment Strategist, the Product Manager’s role is to support the sales process in the following manner:
Responsibilities
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Strong client orientation - partnering with the sales team to support existing client relationships as well as prospect and close new business.
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Preparing and updating marketing presentations and other materials to support product and platform messaging and facilitate the promotion and sales of AllianceBernstein’s multi-asset products.
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Providing internal and external marketing and sales support, and training for products where required.
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Researching and preparing responses to ad-hoc requests from clients and sales team
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Support client-specific investment prospecting/servicing materials (RFP, discretionary investment mandates, due diligence requests, etc.)
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Developing product updates covering performance, attribution, market outlook and positioning
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Monitoring and analyzing the competitive positioning of the firm’s multi-asset products and broad industry/market trends; preparing detailed competitive analysis
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Work with Portfolio Managers and other BD colleagues to offer consistent insight on market trends and sales opportunities
Job Qualifications
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Bachelor/Masters degree in finance-related field
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10+ years of experience in asset management / financial industry.
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Experience in product management roles at another global asset manager with a large and well-developed retail product line would be highly preferred.
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Familiarity with Taiwan SITE and Discretionary Investment Mandate business are preferred.
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Strong client-orientation and communication skills to read/write/speak in English and Chinese with ability to support local products and marketing.
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Has strong attention to detail with the ability to multi-task, meet tight deadlines in a fast-paced and creative environment.
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Possesses strong collaboration, communication and analytical skills with an attention to detail.
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Demonstrate a good understanding of capital markets.
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Good writing skill is preferred.
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Degree holder and CFA preferred but not mandatory.
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Advanced Excel and PowerPoint skills.
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Knowledge of various databases such as Bloomberg, Lipper, Morningstar Direct and others.