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Senior Investment Product Development Analyst - £Exc

Our client, a leading wealth management firm, is seeking an experienced Investment Product Development Analyst to join their Investment team. Key responsibilities will involve investment product development projects from initiation to delivery, for all stages of the investment development lifecycle; designing, structuring and launching product solutions, and conducting ongoing product reviews.

Roles & Responsibilities

  • Responsible for all stages of the investment development lifecycle;  identifying opportunities, client needs and target markets, designing, structuring and launching product solutions, and conducting ongoing product  reviews.

  • Manage the product launch and change process, from inception through governance and delivery.

  • Accountable for ensuring products are developed in alignment with relevant regulation, following the relevant processes and required governance steps.

  • Apply expertise in fund structures (UCITS and NURS), product regulation, sustainability regulation and retail investment propositions to deliver good client outcomes and adhere to regulatory requirements.

  • Communicate effectively with key stakeholders and ensure that key  governance steps are completed.  This will include a variety of projects across asset classes; including fund launches, fund manager replacements, reallocations and IMA updates.

  • Develop and improve processes for investment development, improving efficiency of implementation for key change projects including fund launches, fund manager replacements, reallocations and IMA updates.

  • Ability to create product solutions to meet client needs, support the business and align with regulatory requirements.

Experience & Qualifications

  • Experience in an investment product role within the asset management industry with a good working knowledge of retail investor types, competitor landscapes, distribution strategies and investment products across pooled product  structures in the UK and EMEA.

  • Experience of  launching, reviewing, amending and closing regulated fund structures, and a strong understanding of the product lifecycle and the role of product governance within that cycle.

  • Engage across  a broad range of stakeholders within the Investment Division and across the wider business, aligning activity to ensure effective development and management of the Company’s investment products.

  • Strong  understanding of regulatory requirements and industry best practices relevant to the Company’s investment products including PROD, Consumer Duty, MiFID, COLL and AIFMD; experience with EMEA regulatory regimes advantageous.

To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to karen@meredithbrown.com

Ref: KC604177

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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