Investment Products Specialist
Miami, Florida, United StatesFull-timePosted Aug 20, 2025
Job description
The Investment Products Specialist supports the design, development, and lifecycle management of investment solutions tailored to high-net-worth and institutional clients. This role combines product expertise, market analysis, and cross-functional collaboration to ensure the delivery of innovative, compliant, and client-centric investment offerings.
Key Responsibilities
Product Development & Support
- Assist in the development and enhancement of investment products such as structured notes, mutual funds, and bespoke solutions.
- Conduct market and competitor analysis to identify trends, gaps, and opportunities.
- Prepare business cases, product documentation, and approval materials Portfolio & Risk Managem