Vice President, Equity & Investments Product Manager:

This is a senior position that will work closely with various business units such as QMA – the quantitative equity and multi-asset solutions business and various Investment groups Investments including Product Management, Competitor Analytics, Marketing, Product Development, Sales, Compliance, Legal and Fund Administration.


  • Provide strategic direction for Investments products sub-advised by QMA.
  • Review existing product line and recommend changes/enhancements where applicable. e.g. Pricing, benchmark, PMs, strategy and investment limits.
  • Proactively identify issues impacting the product line and recommend next steps/solutions.
  • Accurately and effectively position QMA sub-advised products based on information from Asset Management, external news sources, internally run data, feedback from sales, and other sources.
  • Work closely with sales management and internal partners on product positioning, recommending the development of new materials and ways to enhance existing pieces.
  • Take a leadership role as an advocate for the Quantitative equity product line.
  • Know QMA’s strategies, how to navigate the firm, how to attain information, and develop processes for effective communication.
  • Responsible for reviewing others work to ensure accuracy and message consistency.
  • Monitor capital markets, trade publications, flows, performance, portfolio characteristics and competitive landscape.
  • Present product updates and positioning at sales meetings.
  • Work with internal groups on the structure and positioning of new products.
  • Train new hires on the basics of the product line and current employees on new products, product changes, etc…
  • Drive relationships with Distribution (Sales, National Accounts, DCIO, etc…) along with internal partners (Product Development, Marketing, Legal, MRU, Fund Admin, etc.)
  • Respond to sales inquiries in a timely manner (answer questions, provide data, etc…)
  • Present strategy information and product updates on calls with Financial Professionals.
  • Limited travel to present with sales coordinators and to industry conferences.
  • Legally required work – Review Shareholder reports and prospectuses, 15(c) peer review, cap gains, etc…
  • Proactively and reactively generate analytical data that can support product positioning
  • Create & Update Fund Presentations and Fund positioning documents.
  • Respond to special requests from Senior Management.
  • Assist with competitive analysis and positioning points.


  • An undergraduate degree or equivalent applicable work experience.
  • 10+ years of mutual fund and/or ETF industry experience.
  • Series 63 & 7 licenses preferred; must be capable of obtaining licensing within 120 days if not currently held.
  • CFA or CIMA designation preferred.
  • Strong Equity markets knowledge with ability to articulate complex concepts to audiences with varying degrees of investment acumen.
  • Understanding of financial markets, investment concepts, styles and issues
  • Solid written and oral presentation skills.
  • Team player with excellent interpersonal skills; must be able to establish and maintain effective, cooperative working relationships with all departments and organizational levels.
  • Creative thinker with an ability to identify process improvement opportunities, as well as sales ideas.
  • Strong attention to detail, with analytical capabilities.
  • Ability to create efficient processes.
  • Must have the ability to handle multiple projects simultaneously, and complete projects on a timely basis.
  • Ability to influence people who don’t have a direct reporting relationship.
  • Strong PC skills (including general software and industry databases such as Excel, PowerPoint, Word, Lipper, FactSet, Barclays Live, Morningstar Direct, LANA, Bloomberg, preferred).


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