About the Role
If you're passionate about investing, financial markets, storytelling, and building products that help investors achieve their goals, this role offers an opportunity to work at the intersection of investments, product innovation, and client solutions.
You will work closely with fund managers, product leaders, sales teams, and distribution partners to create investment solutions, launch new products, and bring investment ideas to life through compelling communication and market insights.
What You'll Do
Turn Complex Ideas into Simple Stories
- Create engaging presentations, product stories, investment notes, pitch decks, and client communication.
- Work with fund managers to develop market outlooks, newsletters, and thought leadership content.
Stay Ahead of Market Trends
- Track developments in financial markets, technology, investor behaviour, and the competitive landscape.
- Bring fresh ideas on how products can evolve to meet changing investor needs.
Collaborate Across Teams
- Partner with Investments, Sales, Marketing, Compliance, Legal, and Operations teams to bring products from idea to launch.
- Work with leading distribution partners and advisors to understand client needs and identify solution opportunities.
Help Build the Next Generation of Investment Products
- Support the development and launch of new investment products across Equity, Fixed Income, Hybrid, ETFs, Alternatives, and emerging investment themes.
- Research investor trends, market opportunities, and global best practices to help shape future product ideas.
Use Data & Technology
- Leverage tools such as Bloomberg, Morningstar, MFIE, AI-powered research tools, and digital platforms to generate insights and improve decision-making.
- Explore how technology and user experience can make investing simpler and more accessible.
What We're Looking For
- 1–4 years of relevant experience in Asset Management, Wealth Management, Research, Financial Services, or related fields.
- Strong interest in investing, capital markets, and wealth creation.
- Excellent communication and presentation skills.
- Comfortable working with data and creating insights using Excel and PowerPoint.
- Curious mindset with a willingness to learn, experiment, and challenge conventional thinking.
- Ability to simplify complex financial concepts into easy-to-understand stories.
- Self-starter who enjoys taking ownership and working in a collaborative environment.
Bonus Points If You Have
- CFA / CA / MBA (Finance) / CFP or are pursuing one.
- Experience using Bloomberg, Morningstar, MFIE, or other market intelligence tools.
- Interest in AI, digital products, fintech, and the future of investing.
Why You'll Love This Role
✅ Work directly with experienced fund managers and investment professionals.
✅ Get exposure to product launches and strategic business initiatives.
✅ Learn across investments, product management, marketing, and client solutions.
✅ Opportunity to make a visible impact from day one.
✅ Be part of a culture that values curiosity, innovation, and continuous learning.
