Posted by
Posted in
Sales & Marketing
Job Code
1701462

Position Purpose: Support the development, launch, and lifecycle management of passive investment products including ETFs, index funds, and factor strategies. The role will focus on execution, analytics, and cross-functional coordination to build a scalable passive product platform.
Principal Accountabilities:
1. Product Development & Launch Execution
- Support end-to-end launch of passive products
- Product notes and feasibility analysis
- Benchmark and index evaluation
- Expense modeling and positioning
- Regulatory documentation (SID/KIM, filings)
- Coordinate with internal teams (investments, compliance, ops, legal).
2. Sales & Marketing Enablement
- Create product notes, FAQs, and training material for distribution teams.
- Support sales with data, competitor comparisons, and insights.
- Work with marketing on passive education content.
3. Analytics & Monitoring
- Track key passive metrics
- Tracking error and tracking difference
- Portfolio replication efficiency
- Cash drag and rebalancing impact
- Monitor ETF liquidity, spreads, and volumes.
- Work with market makers and exchanges to improve secondary market efficiency.
4. Product Research
Conduct market research on:
- Support development of new product ideas and white spaces.
- Prepare periodic product reviews:
- AUM trends
- Performance vs peers
- Profitability metrics
- Support product repositioning or rationalization decisions.
5. Regulatory & Documentation
- Assist in preparing regulatory filings and disclosures.
- Maintain product documentation and internal notes.
- Track regulatory developments in passive investing.
Knowledge, Skills, Competencies:
Didn’t find the job appropriate? Report this Job
Posted by
Posted in
Sales & Marketing
Job Code
1701462