Investment Products Specialist

We are seeking an Investment Products Manager to join our client's team! This role requires fluency in English and Spanish.ResponsibilitiesProduct Research and Analysis: Analyzing existing and potential investment products, including their features, performance, and market positioning.Due Diligence: Assisting with operational due diligence on investment products being considered for inclusion on the platform.Risk ManagementAdditionally, the role involves assisting in the development of strategies related to product pricing, suitability, and availability under the guidance of senior managementThis interaction is vital for identifying, researching, and resolving complex issues related to product sales and servicing, as well as overall business planningThe analyst is expected to demonstrate a commitment to the firm's core values, ensuring that the platform remains competitive and responsive to client needsThis includes performing detailed analyses of economic and selling contracts, gathering and interpreting information on sales trends, and ensuring compliance with company standards and financial regulationsProvide financial advisor support and product analysisAssist in setting strategies around product pricing, suitability, and availability under senior directionSupport risk management in pricing models and product availabilityGather, analyze, and interpret information on sales trends and product demandRequirements:Experience researching and performing due diligence for different investment productsExperience with regulatory frameworksFluency in English and Spanish

Created: 2026-05-09