Equity Product Manager Resume Sample

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Lewis Haag
54987 Hagenes Track,  Philadelphia, PA
+1 (555) 870 8546

Work Experience

Equity Product Manager
11/2015 - PRESENT
Detroit, MI
  • Working as part of the global product team, provide pro-active after sales and product management support for the Citi Private Bank’s globally distributed private equity and real estate equity club product set
  • Clearly defines the vision for the next version of Morningstar’s Equity Data technology platform and helps define the implementation plan with business objectives in mind
  • Familiarity with API’s and API design patterns
  • Develop views on the future of passive management through analysis of market and industry trends. Inform product development and commercialization efforts for Collective Trusts and UCITs
  • Identify product competitive sets/peers and the key Northern Trust product value drivers that are differentiators relative to the competition
  • Develop internal assessment approach, mapping existing products to stages of the product lifecycle, to aid in identification of gaps and establishment of product development priorities. Recommend repositioning or elimination of products as needed to enhance commercial performance
  • Assess investment performance and product commercial viability throughout the product life cycle
  • Develop product line plans that support and align with strategic priorities. Contemplate multiple avenues for scalable growth
Product Manager / Equity
06/2011 - 05/2015
Dallas, TX
  • Drive business case development for product innovation cleared through product governance and vetting structures
  • Champion product line profitability and evolve pricing and expense management strategies to effectively manage the P&L
  • Collaborate with distribution and investment manufacturing teams on annual sales and revenue targets
  • Position and promote products in collaboration with Product Marketing and Investment Team Strategists with focus on content development for thought leadership and sales collateral
  • Represent product in various internal and external forums
  • Support sales/prospecting opportunities with effective pricing strategies against the backdrop of competitive institutional client bids
  • Maintains a comprehensive and ongoing understanding of all equity investment strategies and markets, serving as a backup to the IPMs
  • Interfaces with internal audiences and responds to product-related questions and data requests
  • Contributes to investment and product education and develops insightful analytics
Equity Club Product Manager
01/2007 - 01/2011
Detroit, MI
  • Oversees the quality and integrity of client- and market-facing investment communications and marketing material
  • Provides sales and marketing support for assigned investment products, developing sales ideas and talking points and providing investment input to marketing plans and programs
  • Reviews RFP content and proof reads all investment-related communications and pitch books
  • Assists with the creation of presentation materials for sales meetings and client requests
  • Responds to ad hoc requests for portfolio attribution, characteristics, holdings, etc
  • Strong knowledge of various types of equity products
  • FINRA Series 6 & 63 required or obtained within 6 months of hire date
  • Experience working with both institutional and retail channels, preferably
  • Highly effective verbal and written communication capabilities


Grand Valley State University
2001 - 2006
Bachelor's Degree in Business

Professional Skills

  • Strong analytical and business management skills with an ability to translate broad strategic goals into specific and measurable action plans
  • Strong technical skills: Factset, Zephyr, eVestment, MorningstarDirect
  • Work experience in the investment management industry, with direct experience in investment product management
  • Experience developing junior staff
  • Experience with Excel, Morningstar Direct, Lipper Lana and eVestment
  • Maximum of 2-3 years of experience in financial services, preferably in the fields of Private Equity or Hedge Funds
  • Good analytical skill and pristine attention to detail

How to write Equity Product Manager Resume

Equity Product Manager role is responsible for reporting, marketing, training, messaging, manufacturing, equities, database, finance, retail, negotiation.
To write great resume for equity product manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Equity Product Manager Resume

The section contact information is important in your equity product manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Equity Product Manager Resume

The section work experience is an essential part of your equity product manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous equity product manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equity product manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Equity Product Manager resume experience can include:

  • Strong marketing and messaging skills, with the vision to create and maintain a compelling story for the firm’s equity business and individual products
  • Understand overall region/channel strategies to communicate priorities to broader product team and members of Investment Management
  • Partner with Product Development on new products (or enhancement of existing products) for various regions/channels
  • Review and update prospecting decks, fact sheets and product overviews for all products on platform
  • Partner with RFP team to ensure a consistent implementation of strategy positioning and language
  • Position and promote products in collaboration with Product Marketing with focus on content development for thought leadership and sales collateral

Education on an Equity Product Manager Resume

Make sure to make education a priority on your equity product manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equity product manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Equity Product Manager Resume

When listing skills on your equity product manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical equity product manager skills:

  • Financial services, product management and/or client service experience preferable
  • Influence decisions leveraging strategic insights based on experience/knowledge of equities and global distribution
  • Support sales/prospecting opportunities including product training
  • Capable of establishing and developing a sustainable business network
  • Team orientation, high flexibility and motivation including ability to work with third party service providers
  • Strong team orientation with solid negotiation skills and an ability to influence across disciplines and outside of reporting lines; an ability to lead virtual teams

List of Typical Skills For an Equity Product Manager Resume


Skills For Product Manager / Equity Resume

  • Experience in delivering high quality service to complex individual or corporate clients and/or banker teams preferable
  • Proficient with investment tool sets, project management software, Excel and Powerpoint
  • Willingness to learn and grow within the role and take on additional responsibility
  • Willingness to engage with complex operational and product management processes to resolve issues, streamline transactional processes and deliver a high quality client experience
  • Series 7 or acquisition within 6 months of hire

Skills For Technical Product Manager, Equity Data Resume

  • Serve as first point of contact for Global Sales for the specific products, as assigned, but also with a broad base of equity strategy related knowledge
  • Become a spokesperson for assigned investment team(s) with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services (e.g. Portfolio Specialist)
  • Continually create new sales ideas/ways to advocate product (e.g. Blog posts, thought leadership ideas, competitive analytics)
  • Collaborate with the Global Product Management Team to define focus areas, business development initiatives, areas for training, and develop target lists and strategies to promote AB’s equity services to institutional consultants and retail distributors
  • Collaborate with Portfolio Managers to create/improve RFP language, assist with/review RFPs, and answer questions on specific sales opportunities

Skills For Equity Club Product Manager Resume

  • Update internal sources (e.g. Salesforce, the Loop, etc.); works with data team to ensure accuracy of database information
  • Review and update RFP language, accounts in performance composites, etc
  • Analyze market and industry trends to inform product development and commercialization efforts
  • Track and communicate progress
  • Oversee product analysts

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