Equity Product Specialist/Client Portfolio Manager

Deutsche Bank; New York (NY); On-site; USD 94,000 - 168,000; Full time

Job summary

DWS Group in New York is hiring an Equity Product Specialist/Client Portfolio Manager to lead the product agenda for equity strategies. You will help cover liquid equity products across channels and work with sales, PMs, and marketing to position strategies.

You should bring strong market knowledge, strategic thinking, and the ability to execute initiatives. The role emphasizes collaboration, AI-enabled productivity, and delivering clear client insights.

Qualifications

• BA/BS degree or equivalent required.
• FINRA Series 7 and 63 licenses required within first year.
• Strong knowledge of capital markets and macro factors.
• Excellent communication and presentation skills.
• Ability to leverage AI tools while ensuring responsible use.

Responsibilities

• Assist in coverage and distribution of liquid equity strategies across channels.
• Support development and execution of market-, strategy-, and client-related initiatives.
• Independently prepare sales collateral and competitive analysis.
• Support new strategy development, positioning and unique selling points.
• Interface with portfolio management, sales, product management and marketing.

Skills

Capital markets

Analytical thinking

Execution oriented

Team player

Communication skills

AI tools usage

Education

BA/BS degree

FINRA Series 7 & 63 licenses within first year

Job description

Employer: DWS Group

Title: Equity Product Specialist/Client Portfolio Manager

Location: New York

Job Code: #LI-MB1 #LI-03

About DWS

Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

About the Product Specialist Team

As an Equity Product Specialist, you will be part of the global product specialist equity team, owning and driving the product agenda for equity strategies across DWS.

• Assist in the coverage and distribution of liquid equity strategies across retail, institutional and insurance channels.
• Support in the development and execution of market-, strategy-, and/or client-related initiatives
• Independently prepare sales collateral and competitive analysis
• Support new strategy development, strategy positioning, development and ongoing review of unique selling points
• Interface function with various stakeholders in DWS: portfolio management, sales, product management and marketing

Your Skills & Experience

• Good knowledge of capital markets, their drivers and influence of macroeconomic developments on different asset classes
• Strong strategic and analytical thinking
• Execution oriented, with strong resilience, drive and ability to work hand-in-hand with partners across the organization to drive the business forward
• Strong team player with an entrepreneurial and innovative mindset, able to drive and promote new ideas and initiatives
• Excellent communication and presentation skills
• Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Licenses or Education Required/Preferred

• BA/BS degree, or equivalent
• FINRA Series 7 and 63 licenses required within first year

What we’ll offer you

At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.

The salary range for this position in New York is $94,000 to $168,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information.

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.