Fund Product Strategist: Strategy, Launch & Growth

Posted 10 days ago

transamericaDenver (CO)
Investment Fund ManagersPortfolio Management and Investment Advice

SENIORITY

Manager

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About the role

Position Overview As a Product Strategist at Transamerica Asset Management, you will be responsible for product development and product management of a subset of U.S. funds (Mutual Funds, ETFs) and their non‑registered funds (CITs), including oversight of the lifecycle and viability of the funds. Responsibilities Define, develop and deliver products to support Transamerica Asset Management’s strategy and product management function. Develop new U.S. funds, including product design, investment vehicle(s), and implementation. Oversee product management of U.S. investment vehicles and sub‑funds, including ongoing profitability analysis, review of fund fees and expenses, and interaction with Management Company, intermediaries and regulatory/compliance units. Recommend changes to fund structures, expense allocations, total expense ratios (TER), and rationalization of individual funds and/or sub funds. Carry out sub‑advisory relationship management. Represent the team during meetings with senior management and stakeholders; provide guidance and assist with issue resolution. Create and deliver presentations to senior management and peers on R&D research outcomes; highlight strategic recommendations for new products, enhancements, etc. Promote overall strategy and day‑to‑day tactics. Support with complex, strategic projects, including commercial, regulatory, and governance. Contribute to market analysis to identify product opportunities and improve the competitive positioning of the product range. Contribute to the development of marketing support, including key messaging and promotion to support sales efforts, asset retention, and drive awareness. Collaborate with training team on product training calls and materials. Required Qualifications Bachelor's degree in a business related field or equivalent experience. 1-3 years of experience in a product management/product development role. Experience in a sales‑driven, multi‑channel, distribution environment. In‑depth understanding of the mutual fund industry as it relates to the UCITS and non‑UCITS environment. In‑depth understanding of investment products, the financial industry, and capital markets. Knowledge of structuring and the operation of Mutual Funds, ETFs, SMAs, and CITs in U.S. jurisdictions. Strategic thinker and self‑starter to drive strategy for the product portfolio. Analytical skills to translate information into strategic and tactical recommendations. Communication skills to deliver presentations and create investment content for delivery through print and digital mediums. Project management skills. Team player with excellent interpersonal skills to establish and maintain relationships with business groups at all levels of the organization. Experience using industry databases (e.g. Morningstar, eVestment, Simfund, Lipper, Bloomberg). Proficient using MS Office (Word, Excel, PowerPoint). Preferred Qualifications FINRA Series 7 CIMA Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service Ten paid holidays per year Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen days of paid parental leave per calendar year to eligible employees with at least one year of service Adoption Assistance Employee Assistance Program Back‑Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs EEO Statement Transamerica Asset Management is committed to fostering a diverse workforce and an inclusive culture. We value diversity in all its forms and encourage all qualified applicants to apply. #J-18808-Ljbffr

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