Equity Product Specialist — Client Portfolio Manager

DWS Group

New York (NY)

Hybrid

USD 94,000 - 168,000

Full time

14 days+
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Job summary

DWS Group in New York is seeking an Equity Product Specialist/Client Portfolio Manager to own the product agenda for equity strategies and drive client-focused initiatives.

You will work with global teams to support liquidity coverage, strategy development, and sales collateral while interfacing with portfolio management, sales, and marketing. A BA/BS and FINRA licenses are required within the first year.

Qualifications

  • Good knowledge of capital markets and macro developments across asset classes.
  • Strong strategic and analytical thinking for equity strategies.
  • Execution oriented with resilience and cross-functional collaboration.
  • Entrepreneurial and innovative mindset to drive new ideas.
  • Excellent communication and presentation skills; able to convey complex concepts.
  • Proven ability to leverage AI tools to enhance productivity while applying ethical judgment.

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, strategy positioning, and USP review.
  • Interface with portfolio management, sales, product management and marketing.

Skills

Capital markets knowledge
Strategic thinking
Analytical thinking
Execution oriented
Team player
AI tools usage

Education

BA/BS degree
FINRA Series 7 & 63 licenses

Job description

DWS Group in New York is seeking an Equity Product Specialist/Client Portfolio Manager to own the product agenda for equity strategies and drive client-focused initiatives.

You will work with global teams to support liquidity coverage, strategy development, and sales collateral while interfacing with portfolio management, sales, and marketing. A BA/BS and FINRA licenses are required within the first year.

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