Product Specialist (m/f/d), 100%

Overview:
Our client is an independent and specialized institutional asset manager in the city of Zürich. To strengthen the product team, we are looking for a specialist with sound investment understanding and strong implementation skills as:

Product Specialist (m/f/d), 100%

Your Role:

In daily business, you ensure that reportings, product documents, client inquiries, and RFP/DDQ processes are processed professionally, consistently, and on time. As a Product Specialist, you independently take on central tasks at the interface between portfolio management, sales, marketing, legal/compliance, and our clients. You coordinate the relevant stakeholders, set clear quality standards, and continuously develop processes and content. At the same time, you convey complex investment strategies clearly and support sales and portfolio management in selected client situations.

What you drive:

Product Management & Daily Business

• You are responsible for the creation, coordination, and quality assurance of regular reportings for internal and external stakeholders.
• You manage and continuously develop product documents such as presentations, factsheets, RFP content, as well as legal and regulatory documents.
• You are a central point of contact for product-related client inquiries from the sales units and coordinate the necessary contributions with the responsible specialist departments.
• You independently manage RFP, DDQ, and Beauty Contest processes - from kick-off through content coordination to timely submission.
• You create special evaluations and analyses regarding products, portfolios, performance, and risks and prepare the results in a manner appropriate to the audience.
• You create and update presentations for client meetings, roadshows, due diligence discussions, webinars, and investor events.
• You coordinate product-related content such as market commentaries, investment updates, and other sales-supporting documents.
• You take on support and coordination tasks regarding sustainability, product-related data requirements, and corresponding client questionnaires.
• You identify automation and optimization potential in the daily workflow and pragmatically implement improvements using modern technologies and tools.
• You take responsibility in cross-team projects and ensure reliable implementation in ongoing operations.

Investment and Client Support

• You explain investment strategies, portfolio positioning, performance, and risks clearly, precisely, and in a manner appropriate to the target group.
• You support sales and portfolio management in client meetings, pitches, due diligence discussions, and selected investor events.
• You develop convincing investment stories and ensure that core messages are consistent across all client and product documents.
• You contribute client feedback, regulatory requirements, and market trends in a structured manner to the further development of our products and investment solutions.

What you bring:

• Several years of professional experience (approx. 3-5 years) in asset management, ideally in product management, as an investment or product specialist, or in a comparable interface function.
• Sound knowledge of investment products, fund structures, capital markets, as well as performance and risk metrics.
• Proven experience in the independent creation and coordination of reportings, product documents, presentations, as well as RFP/DDQ documentation.
• The ability to reliably manage multiple parallel tasks and recurring deadlines in daily business while ensuring a high quality standard.
• Strong analytical skills and the ability to communicate complex investment topics understandably, precisely, and convincingly.
• A structured, independent, and solution-oriented way of working as well as a strong demand for quality with attention to detail.
• High service orientation, commitment, and a confident demeanor towards internal and external stakeholders.
• Very good knowledge of MS Office, especially PowerPoint and Excel, as well as a high affinity for digital tools, automation, and new technologies.
• A completed degree in finance, business administration, or an equivalent university education.
• CFA, CIIA, or a comparable qualification is an advantage, but not a requirement.
• Fluent German and English skills in speaking and writing (min. C1).
• Team spirit, initiative...