AVP, Investment Product Selection and Partnership Manager

Job Description

Identify Investment Opportunities: monitor and analyze financial market trends using technical and quantitative methods to uncover timely, strategic investment opportunities aligned with organizational objectives and client needs

Develop Strategic Investment Insights: Create and present tailored investment ideas to internal stakeholders and for public communication to support informed decision-making and enhance market credibility

Data Management & Analysis: Maintain and optimize financial databases to ensure data accuracy, integrity, and accessibility for effective investment product analysis and decision-making

Product Selection & Evaluation: Conduct in-depth, data-driven product evaluations using quantitative metrics to recommend high-performing financial products that support strategic goals

Leverage AI for Productivity & Insight: Design and implement AI-driven tools to automate tasks, streamline workflows, and enhance investment analysis, generating actionable insights to support strategic initiatives

Qualification:

• Bachelor’s degree or higher in Finance, Economics, Data Science, Engineering, or a related field
• Strong financial expertise with demonstrated experience in investment analysis, product evaluation, and a deep understanding of financial markets, investment products, and portfolio strategies
• Advanced analytical and technical skills, including proficiency in quantitative modeling, data analysis tools (e.g., Python, R, SQL, Excel), and handling large datasets. Familiarity with AI or machine learning is a plus
• Excellent analytical, problem-solving and communication skills, with the ability to translate complex data into actionable investment insights
• CMT, CFA, or other relevant certifications are a plus