Associate Product Manager

Virtus Investment Partners; Hartford (CT); Hybrid; USD 86,000 - 105,000; Full time

Job summary

A leading company in the financial services sector is seeking an Associate Product Manager to assist in the oversight and management of investment strategies. This role requires strong analytical skills and a commitment to continuous learning. The position offers a blend of in-office and remote work, promoting a collaborative environment. Ideal candidates will have a background in business, with a focus on financial markets, and possess strong interpersonal skills. The company values employee development and offers competitive compensation.

Qualifications

• 3-5 years’ experience in the financial services industry.
• Strong understanding of financial markets and investment concepts.

Responsibilities

• Support investment oversight activities for assigned managers and strategies.
• Serve as the liaison between Portfolio Management and Sales/Marketing teams.

Skills

Interpersonal Skills

Analytical Capabilities

Team Player

Commitment to Continuous Learning

Education

Bachelor’s Degree in Business

MBA

Progress toward CFA or CAIA

Tools

Morningstar Direct

Y-Charts

eVestment

FactSet

Excel

Job description

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.

We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in delivering value for our shareholders and offering clients high-quality investment strategies to meet their financial needs.

Here, employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional, and mental well-being.

We believe in the value of an inclusive and respectful work environment and are committed to making a positive impact in the communities where we live and work. Virtus and our investment managers offer opportunities across the country.

Job Description

The Associate Product Manager is responsible for assisting in the oversight, management, development, and positioning of assigned investment managers and strategies across product lines to ensure quality and marketability. The position assists the product management team in providing timely and transparent information to support client education and retaining assets across distribution channels.

This position is based in Hartford, CT and is currently 3 days in office/2 days remote.

Primary Job Responsibilities

• Support investment oversight activities for assigned managers and strategies.
• Maintain a thorough understanding of all aspects of assigned managers and strategies including investment processes, performance, product structures, and competition.
• Serve as the liaison between Portfolio Management and Sales and Marketing teams to help position and market product lines.
• Act as Subject Matter Expert to internal constituencies.
• Provide tactical assistance regarding all aspects of product positioning, including competitive analytics.

Ideal Qualifications

• Bachelor’s degree in business or related discipline.
• MBA preferred.
• Minimum 3-5 years’ experience in the financial services industry experience.
• Series 7 preferred.
• Progress toward professional designation (i.e. CFA, CAIA) preferred.
• Proven interpersonal skills working with external and internal contacts.
• Strong understanding of financial markets, investment concepts, and economics.
• Strong analytical capabilities.
• Strong team player.
• Ability to work in a fast-paced environment with competing priorities.
• Proficient understanding of a variety of database technologies including, but not limited to, Morningstar Direct, Y-Charts, eVestment, and FactSet.
• Strong Excel skills required-link databases, pivot tables, lookups, etc.
• Self-directed and motivated, with the ability to work collaboratively with a variety of departments at all levels of the organization.
• Commitment to continuous learning.

The base salary range is $86,000 to $105,000.

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.