Product Specialist
Closing Date: 27 January 2025
Reference Number: PP4214
Purpose of the Job:
The role aims to support and facilitate the activities of Alexforbes’ South African and Jersey Unit Trust businesses, as well as the broader retail investment business. The primary objective is to deliver top-tier collective investment scheme solutions to Alexforbes corporate and retail clients while contributing to the company’s revenue and growth targets in alignment with its budget plans. In this position, you will monitor, report on, and provide insights into portfolio performance and consumption, track competitor performance and industry trends, and assist key internal teams in developing product ideas as well as managing of existing products.
Overview:
Market and Trend Analysis (Research)
- Run ongoing analysis on competitors, performance, flows, trends, and keep an updated library of information on competitors.
- Understand client and business needs and ensures products and services meets these needs
- Consolidate data across multiply data sources to manage the reporting requirements of the department
- Build and maintain a sound knowledge base of investment matters.
- Keep abreast of changes in investment industry and regulatory changes.
- Assist in technical research on topical investment issues to produce research papers including on competitors.
- Assist in analysis of existing Target Market Segment for opportunities.
- Assist in market research on new products, changing customer needs and distribution channels.
- Assist with Technical Marketing related thought pieces or thematic research, copy writing and design process.
Product development and product management
- Assist with deliverables relating to the product development pipeline.
- Assist in coordinating the launch / closure of new local and global unit trusts / funds, and the changes to existing unit trusts / funds.
- Assist and support the Legal and Compliance teams in preparation of regulator submissions for new CIS launces.
- Assist in preparation of marketing and communication plans for new products.
- Assist client-facing teams and investment specialists with client presentations on new products.
- Assist in preparation, testing, implementation and communication of pricing structures.
- Analyse and assess the profitability of investment products, including post-launch reviews of a new product.
- Answer queries from advisers.
- Prepare reporting for internal committees and relevant Board meetings.
Product Development Process Governance
- Assist in updating, publishing and communicating policies and procedures.
- Ensure adherence to all processes and policies.
- Assisting product owners to complete the correct approval templates and processes.
Self-development
- Attending conferences/ seminars, providing feedback to business on events attended.
- Passing relevant professional qualifications.
- Successful time management, self-management and delegation where appropriate.
Requirements
- Bachelor’s Degree / Honors: Finance (anything investments related, i.e. accounting, financial management, BCom, actuarial science, etc.)
- 5 – 10 years experience in Finance and Investments
- Strong understanding of CISCA regulations
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Strong organizational and project management skills
- Effective communication of trends/outputs with stakeholders
- Ability to translate data insights into actionable business recommendations
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