. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.
Our Team
The WM Solutions Product Development team is responsible for leading the structuring and product development of pooled investment solutions for the International Private Bank (IPB). Covering EMEA, Latin America and Asia, the team leads new fund launches and manages change to the product palette as a result of business, commercial or regulatory developments. This includes everything from idea generation and product innovation through to leading fund launches and managing the product pipeline.
In addition, the team plays a key role in the governance, management, and ongoing oversight of proprietary funds.
Job Responsibilities
The role includes responsibility for the entire product life cycle of proprietary mutual funds. This includes driving the process for launching investment products in line with business priorities and in coordination with key stakeholders. The role involves a high degree of interaction with our different functional partners such as Portfolio Managers, Portfolio Specialists, Advisers, Legal, Risk, Tax, Compliance and Middle Office. Building and maintaining relationships with Morgan affiliates, third party management companies, and the fund industry in general is also key to the role.
1. Act as a subject matter expert on product initiatives, helping to identify gaps and develop innovative solutions across multiple stakeholder groups.
2. Work across asset classes to scope product ideas and enhancements / changes to existing funds.
3. Partner with financial counterparties to negotiate business terms, legal agreements, and the launch of investment solutions.
4. Lead new product development initiatives based on pipeline priorities. Support the implementation of effective processes for new product launches.
5. Manage core IPB relationships with product stakeholders across regions and functions. Coordinate with Legal, Risk, Compliance, Operations, and Investment teams to develop legal agreements, marketing material and fund documentation.
6. Provide assistance and information to investment advisers, control functions and portfolio managers relating to product development.
7. Assist with management & oversight of due diligence from third party management companies.
8. Monitor and be aware of industry trends impacting the product offering.
Required Qualifications, Capabilities and Skills
9. Relevant experience in the asset or wealth management industry required.
10. Highly motivated team player with proven problem-solving ability; act with independence and coordinate with team and stakeholders.
11. Strong multi-tasking, highly structured and organized skills.
12. Ability to work in a highly collaborative environment and build lasting relationships with people of various seniority.
13. Detail-oriented with strong analytical and planning skills.
14. Excellent negotiation and presentation skills; strong communication, interpersonal and stakeholder management skills.
15. Highly competent with core MS Office applications.
Preferred Qualifications, Capabilities and Skills
16. Knowledge of programming language tools (Python) and business intelligent tools (Tableau, Alteryx).
17. Experience in developing digitally enabled investment solutions.
18. CFA qualified / candidate preferred.