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Job: Equity Product Specialist – Institutional Investment Management

Title Equity Product Specialist – Institutional Investment Management
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Livingston, NJ
Job Information

Our global Institutional Investment Management client is seeking to recruit an Equity Product Specialist to provide product, market, performance and investment strategy subject matter expertise to institutional investor clients, investment consultants and prospective clients.


  • Perform quantitative analysis of the equity markets and investment performance and communicate the firm’s¬†investment strategies, philosophy, performance and process with institutional clients, investment consultants and prospective clients
  • Utilize proprietary and external systems (FactSet, Barra, etc.) to analyze and interpret investment performance
  • Create marketing materials, investment commentary and client communication collateral highlighting analysis and investment performance
  • Assist marketing and client service colleagues with RFI and RFP responses and client presentations
  • Perform market trend and competitive intelligence¬†analysis
  • Work closely with marketing leaders on business development initiatives


  • Master’s Degree and CFA required
  • Deep knowledge of equity markets, equity products and quantitative equity investment strategies
  • Expertise in analyzing equity markets and interpreting investment performance
  • Strong communication, presentation and client-facing marketing ability
  • 7+ years of experience in the investment management industry
  • Highly motivated, detail oriented and creative
  • Strong project management and computer skills
  • Ability to travel periodically
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