Investment Product Manager Resume Sample

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Gia Schamberger
822 Roslyn Turnpike,  Boston, MA
+1 (555) 742 4153

Work Experience

Investment Product Manager
10/2017 - PRESENT
San Francisco, CA
  • Develops methodology to measure and monitor results of product management effort and the product itself. This includes researching and identifying enhancements to existing product, gathering and analyzing competitive data and market trends
  • Responsible for coordinating the resolution of issues of government compliance and attempts to minimize the systemic risks of offering a solution
  • Demonstrated knowledge of and interest in investments
  • Understanding of Fidelity’s distribution channels
  • Excellent writing, presentation and interpersonal skills. A highly effective communicator
  • Establish a coverage plan with each global product manager and define expectations, goals, and processes by which to monitor each employee’s coverage activities and become aware of and resolve escalated issues
  • Prioritize among multiple high-value initiatives and/or issue mitigation and drive to a resolution that considers stakeholder views while protecting the firm’s clients and franchise
Cit-product Project Manager Collective Investment Funds
01/2011 - 05/2017
New York, NY
  • Liaise with regulators through business reviews and regular firm updates
  • In addition to the DPAC-related responsibilities, the position involves broader involvement in various IPR initiatives and responsibilities connected with the covered businesses’ product structuring, sales and suitability activities
  • Professional experience in financial services, investment product sales, and/or private wealth management, including compliance, legal or risk
  • Manage revenue / cost opportunities based on the available data including product-wise revenues
  • Be responsible for day to day management of investment products as the subject matter expert for the country
  • Provide regular training programs for investments to RMs with regional approvals and build confidence among stake holders and provide training decks on a regular basis
  • Start newsletter/ apt training material and provide investment ideas/ guidance to clients to build trust and relationship by doing value addition
  • Follow a detailed process of addition/ deletion of new funds with appropriate regulatory and regional approvals
  • Ensure all regulatory reporting is done in a timely manner and also ensure that the reports are accurate and without any flaws
Research & Analysis Investment Tools Product Manager
09/2008 - 09/2010
Boston, MA
  • Holding regular meetings with OPS, credit, and technology for smooth functioning of investments business
  • Overlook leverage/ OD (Margin lending process) with credit team to have efficient monitoring and control process
  • Coordinating with RMs and Unit Heads to organize marketing events and seminars with Mutual Fund Houses
  • Regular coordination with representatives from Mutual Fund Houses for additional research on a particular fund or for potentially adding/ deleting a fund
  • Maintaining the MF EMEA Master File and Citichoice File on a quarterly basis
  • Coordinate with Legal, compliance & region for the approvals on investment products
  • Familiar with the Chinese product markets and solid experience in rolling out new products
  • Familiar with wealth management product in securities house, trust company, fund house, and banking offerings


Colorado State University - Global Campus
2004 - 2008
Bachelor's Degree in Marketing

Professional Skills

  • Good communication, including written English skills, and influencing skills required
  • Strong organizational and prioritization skills necessary
  • Excellent communication and presentation skills required including communicating complicated investment processes in a clear, concise and quick manner
  • Strong PC skills, including Excel, PowerPoint and Word
  • Strong commercial acumen, strategic thinking and analytical skills
  • Proven experience in developing Investment Products and relatedservices
  • Strong understanding and/or facility with learning key internal investment systems (IWS, Trust Servicing, FPG)

How to write Investment Product Manager Resume

Investment Product Manager role is responsible for analytical, reporting, business, presentation, organization, research, retail, finance, credit, securities.
To write great resume for investment product manager job, your resume must include:

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

Contact Information For Investment Product Manager Resume

The section contact information is important in your investment 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 Investment Product Manager Resume

The section work experience is an essential part of your investment 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 investment 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 investment product manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Investment Product Manager resume experience can include:

  • Strong client servicing and presentation skills and strong ability to influence at all levels of the organization to ensure deliver
  • Proven leadership skills and experience in building business
  • Proactive "do-er" approach with a desire to resolve issues / conflicting demands quickly, effectively and in a pragmatic way
  • Substantiated project management and organizational skills
  • Excellent critical thinking, problem solving, data modeling and communication capabilities (advanced Powerpoint and Excel required)
  • Proven track record of developing and executing successful marketing campaigns

Education on an Investment Product Manager Resume

Make sure to make education a priority on your investment 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 investment 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 Investment Product Manager Resume

When listing skills on your investment 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 investment product manager skills:

  • Excellent analytical skills and the ability to discern large amounts of data and focus on the critical business issues; superior attention to detail
  • Strong verbal and written communication skills with the ability to interface with partners at all levels in the organization
  • Good skills to coordinate different areas
  • Strong analytical skills and keen interest in economic and market news
  • Strong investment skills and industry knowledge required
  • Experience in financial services marketing (preferably mutual funds), marketing communications or product marketing

List of Typical Experience For an Investment Product Manager Resume


Experience For Cit-product Project Manager Collective Investment Funds Resume

  • Possesses strong organizational skills in order to effectively execute
  • Deep understanding of Vanguard’s core business strategy, and solid understanding of our major businesses and investment product offerings
  • Flexibility, initiative and strong commitment required
  • +2 years of related experience in an IT service provider in the financial sector
  • Leads in problem solving, critical thinking, communication, and marketing strategy
  • Promote released features – both internal and external promotion (e.g., Webinars, Demos, Product Release Notes, Training, Client Presentations)
  • Define the distribution model for the different products depending onthe customer segments
  • Understand and communicate fund performance, considering current market conditions, industry, & Fidelity platform / customer trends

Experience For Investment Product Marketing Manager Resume

  • Respond accurately and quickly to detailed questions from channel partners / client-facing team
  • Assessing the offerings, capabilities, and competitors as well as current and potential new areas in order to develop a service & product strategy to serve GT's customers - closely aligned with Business Strategy/GT Strategy/Divisional Strategy
  • Experience in developing products and strategies in the investment fund industry, with International financial services experience a definite asset
  • Review new developments in and out of Wilmington’s markets, evaluating and recommending new services or new products, or the modification of existing services or products
  • Evaluate new product/services success; recommend changes in service or marketing strategy
  • Convey solutions across a wide domain of expertise/functions
  • Develop close working relationships with the Fixed Income and Currency investment teams to ensure a great understanding of our investment solutions and portfolio positioning
  • Become a fixed income and currency expert and build thorough knowledge of financial markets and fixed income and currency investment solutions

Experience For Research & Analysis Investment Tools Product Manager Resume

  • Confidently present solutions and market themes to clients, researchers, consultants and prospective investors in one on one meeting as well as in conferences, addressing a large audience
  • Identify investment trends and develop investment themes to support our clients as well as the sales and marketing teams
  • Work closely with institutional sales, wholesale sales and marketing teams
  • Understanding segment strategies and ensuring the organisation is matching or exceeding customer product expectations, whilst maintaining core commonality across product lines.
  • Deep knowledge of investments and capital markets, investment products, strategies and solutions, with an eye towards the competitive landscape and marketplace trends

Experience For Investment Product Implementation Manager Resume

  • Effective written and verbal communication skills including the ability to present findings and recommendations to senior management and to facilitate large group meetings
  • Finance industry, or relevant, work experience
  • Work closely with the marketing and sales leads to define the key priorities and metrics for success for the business
  • Define and formulate product features based on industry understanding, consumer input, sales input and technology direction in a Business Requirement Document
  • Manage the entire product feature life cycle from planning through tactical activities through implementation
  • Work closely with Marketing to develop and implement product launch plans
  • Solicit and manage affluent merchants’ partnership where relevant
  • Preparation of quarterly materials for Board of Trustees meetings for Mutual Funds & ETF’s

Experience For Investment Product Manager Portfolio Counselor Resume

  • Organize qualitative and quantitative analyses and synthesize findings
  • Develop product requirements for new platform capabilities to support the firms’ strategic growth plan; and drive the implementation of platform strategy needed to support fund vehicles
  • Develop a full integrated marketing plan to drive success for the product line-up; materials, web, advertising, events etc. Present the annual plan to senior management for approval and communicate the plan to all stakeholders so they understand and can help execute
  • Partner closely with US and International peers to leverage content as appropriate for Canadian market
  • Develop key success metrics for the marketing plan that support the overall sales goals and put in place a dashboard or process for tracking and reporting on the results. Provide analysis on competition and success of previous initiatives to help justify the plan

Experience For Assistant Product Manager, Investment Funds Resume

  • Contribute to the e-broker and mutual funds product and servicedevelopment
  • Coordinate with other areas the implementation of new initiatives,products, or services
  • Successfully work in teams, with an eagerness to take initiative, and able to navigate a complex environment with multiple stakeholders
  • A working knowledge of third party investment analytical tools would be helpful (Morningstar Direct, Strategic Insight's Simfund and eVestment Alliance), but are not required
  • Fidelity and/or financial industry experience is required
  • Demonstrates strong knowledge of our business, clients and competitors and effectively applies this knowledge to enhance planning effectiveness. Maintains strong relationships with partners in Client Insight (CI), and expert knowledge of available resources. Is looked to as an expert in both Marketing and product investing
  • Is a leader for FAS Marketing, and represents the FAS Marketing department to our business partners and corporate leaders. Takes the initiative to maintain an active and visible presence within our intermediary sales organization, Portfolio Review Department, and Investment Strategy Group and develops strong relationships with senior management

Experience For Investment & Guidance Product Manager Resume

  • Understanding the competitive market to identify opportunities and threats to our CVP
  • Development and ongoing review of product, collateral and procedures to ensure ING remains compliant with all required legislation
  • Be the product and SME for Wealth and embedding this knowledge throughout and beyond the organisation
  • Demonstration of investment acumen
  • Successfully work on teams, with an eagerness to take initiative, and ability to navigate a complex environment with multiple stakeholders

Experience For Manager, Investment Product Wealth Mgmt Resume

  • Initial and continuous development of the customer value proposition to optimise customer and business outcomes
  • Contribute to the development and implementation of a clear strategy in the wealth segment
  • Overall responsibility for any new product; including developing strategies to drive customer growth, optimise commercial performance and deliver on customer outcomes
  • Oversight to ensure the fund delivers on its stated performance objectives and other requirements
  • Competitive analysis of JHI’s top selling mutual funds and products including analyzing sales and trends within the industry, peers and within financial advisory networks (wirehouses, banks, financial institutions, RIAs)
  • Provide investment and product updates and analysis to the sales force and client base by working closely with Manager Research Analysts to research and deliver investment style/process, portfolio strategy and performance updates in a clear and concise manner

Experience For Senior Product Manager Payments & Cash Management Deposit & Investment Products Resume

  • Own the communication process for major fund events by working closely with the Manager Research Analysts, Marketing and Compliance to create Q&A and other required documents for the sales force
  • Work closely with the sales, national accounts and marketing teams to develop product support materials and sales ideas including the development of presentations, investment insight articles, timely product ideas and thought leadership
  • Intermediate experience in a similar role, preferably within a large, global financial organization or in a large IT service provider in the financial sector
  • Present to the sales force during national and divisional sales meetings with the goal of generating more sales within the top selling funds
  • Collaborate closely with Marketing and Compliance to create clear and concise visuals for the sales force to review internally and share with external clients

Experience For Investment Products & Services Senior Product Manager Resume

  • Assist the Product Development team with competitive analysis, peer/client insight, product positioning ideas and overall distribution plan prior to new product launch
  • Broad knowledge of asset management or investment processes
  • Be responsible to help build an efficient product platform to meet HNW clients’ investment needs
  • Act a key member of China Country product team to formulate product strategy and product development process
  • Drive the expansion of investment product platform to WM China domestic markets as the project and product manager

List of Typical Skills For an Investment Product Manager Resume


Skills For Cit-product Project Manager Collective Investment Funds Resume

  • Proven product and project management experience managing and developing products
  • Experience preparing and delivering executive presentations
  • Past working experience in product development and management (QDII, WMP, funds, trust, PE, etc)
  • Experience working with cross-functional and multi-channel teams (e.g., Compliance, Data Performance Groups, Internal Business Partners)
  • Professional experience in financial services, product structuring, investment product sales and/or private wealth management
  • Experience interfacing with sales management and external clients

Skills For Investment Product Marketing Manager Resume

  • Deep knowledge on the onshore and offshore investment product markets and hands-on experience in rolling out new product and product sales support
  • A strong leader who is able to manage and complete multiple anments and functions
  • +3 years of related experience, preferably in a large and global financial organization or in a large IT service provider in the financial sector
  • Developing and executing road maps
  • Review legal and marketing materials for accuracy of positioning, pricing and performance
  • Manage vendor relationships including coordinating activities and information flow between vendors and portfolio managers
  • Assist in conceiving new outlets through which to expand TD Ameritrade’s retail product offering
  • Leads change within both marketing and across the corporation. Builds consensus for our business partners’ objectives and our marketing plans
  • Participate in the manager/product selection and monitoring process to support the Investment Advisory Committee and Wealth Management Investment platform

Skills For Research & Analysis Investment Tools Product Manager Resume

  • Work with business partners and product providers for suitable product selection, product due diligence and on-going product management
  • Provide product outlook and investment strategy, and actively support CIO function contributing to asset allocation strategy
  • Familiar with local regulation on product offering
  • Forward thinking with risk awareness
  • Autonomy and decision making capabilities
  • Thorough knowledge of the Bank’s products, processes, and services
  • Work with NTGI on product requirements
  • Develop an information flow with the Wealth Management Portfolio Managers, Wealth Advisors, and Wealth Strategists to learn about what’s working / not working, or advise on emerging requests from clients

Skills For Investment Product Implementation Manager Resume

  • Act as a subject matter expert to various internal groups such as risk, technology, marketing, and finance with any questions / issues that they would have in the investment area
  • Develop a network within Northern that can aid in all critical aspects of the group that don’t directly / indirectly report into the product group such as technology, trading, risk, asset coding, performance, and NTGI / NTCC product
  • Lead the NFP team, proactively look for areas to improve the product and / or reduce the risk in the program. The broad NFP program entails working with MAG, CAS, trading, technology, risk, NTGI product and others to ensure smooth coordination of trading, rebalancing, and other activities
  • Operates well in both independent and team environments to provide subject matter expertise
  • Presenting to all levels of the corporation, from new hires to executives on investment product strategy, competitive environment, or product implementation
  • Analyzes and directs valuations determinations to multiple teams on behalf of the Investment Manager; liaises with Investment Committees for guidance and direction
  • Participates in direct interaction with committees, internal/external operations teams, business units and management to implement adjustments, processes, and controls

Skills For Investment Product Manager Portfolio Counselor Resume

  • Carries out activities that are varying in scope, cross-functional and technical in nature
  • Provides comprehensive, in-depth communication to team and partners
  • Specific skills that we seek include: Synthesis of analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research
  • Relationship building with peers and executives in a variety of capacities. Understanding of fixed income, equity and asset allocation investment strategies
  • Study competition to develop product ideas or selling strategies
  • Influence middle to senior management through personal interactions as well as the creation and delivery of presentations
  • Analyze sales for Fidelity mutual funds relative to competitors and market conditions

Skills For Assistant Product Manager, Investment Funds Resume

  • Maintain content to support sales and distribution for the Personal Investment, Workplace Investment and FFAS distribution channels, in collaboration with marketing
  • Contributes to customer retention by ensuring service quality in coordinating the work flow of processing transactions
  • Understand and communicate fund performance, considering current market conditions, industry and Fidelity platform / customer trends
  • Respond accurately and quickly to detailed questions from channel partners / client-facing teams
  • Background in ESG and/or sustainable investing
  • Maintain quarterly product line review materials
  • Collaborate on broader strategic initiatives to develop insights and recommendations based on data analysis
  • Familiarity with external investment databases (e.g., FactSet, Morningstar Direct, Bloomberg)

Skills For Investment & Guidance Product Manager Resume

  • Contributes to customer confidence and satisfaction, and mitigation of reputational risk by coordinating work within the business unit to deliver on the terms and conditions of business partner agreements and/or processing accuracy
  • Contributes to Bank financial performance by responding on a timely basis to changing operating conditions so as to mitigate financial penalties and costs; also ensures an appropriate balance between customer service and costs to minimize budget overruns, loss of revenue or customer dissatisfaction
  • Contributes to the mitigation of costs/ impacts associated with human errors by supporting the proper training, coaching and guidance of others
  • Assist the Senior Manager in developing project strategy and recommendations
  • Participate in the implementation of new products or enhancements and changes of existing products
  • Provide input improving products, procedures, and services
  • Maintain and update business and operational policies and processes to incorporate new and update existing product offerings
  • High volume and/or high risk environment with strict timeframes that are time sensitive and subject to large penalties if timelines are missed

Skills For Manager, Investment Product Wealth Mgmt Resume

  • Assist in the execution of product development and management plans
  • Assume ownership of a defined scope of product management functions
  • Coordinate the production of all investment fund continuous disclosure documents, such as financial statements, management reports of fund performance, simplified prospectus, quarterly portfolio disclosures
  • Experience writing compelling marketing content
  • Proven track record of developing and building client relationships
  • Coordinate client and unitholder regulatory communications and forms, such as annual reminder letters, notices, account opening documents and related forms
  • Coordinate the set up of all new investment fund and structured investment products on internal systems and with external pricing vendors

Skills For Senior Product Manager Payments & Cash Management Deposit & Investment Products Resume

  • Flexible and able to succeed in an autonomous, dynamic, and ssighighly functional team
  • Proven in-depth product, market and industry knowledge, and experience in demonstrating this understanding in the creation and execution of marketing strategies
  • Management prospecting and servicing marketing materials (e.g., sales presentation pitch books, product fact sheets, brochures) and oversight of ongoing production
  • Experience in the same area
  • Good knowledge of e-brokerage service and mutual funds markettrends and market segmentation
  • Experience in digital processes ideation and commercial communication

Skills For Investment Products & Services Senior Product Manager Resume

  • Write for different audiences and mediums (e.g., media, advertising, Web) to ensure consistent messaging and branding
  • Knowledge of fund structure’s, regulated mutual funds or hedge funds
  • Good team player with ability to interact with key stakeholders like RMs, Operations, Compliance, Legal, Credit, IT and Regional Teams by influencing and convincing people
  • Positive/can-do attitude. Highly motivated and result-oriented and a team player
  • Strong knowledge of both the retail, institutional and HNW channels in the asset management industry. Strong understanding of the regulatory environment in Canada
  • Possess relevant knowledge in controls, system functions and process flows

List of Typical Responsibilities For an Investment Product Manager Resume


Responsibilities For Cit-product Project Manager Collective Investment Funds Resume

  • High aptitude to acquire knowledge, understand complex products and learn new skills
  • Mature disposition with resilience and perseverance
  • Work collaboratively and efficiently with multiple teams to execute
  • Have central focus point on onshore and offshore product research, selection and recommendation
  • Coordinate NBI and new projects

Responsibilities For Investment Product Marketing Manager Resume

  • Flexibility in thought and approach; able to introduce creative solutions and enact reasonable judgment to complex issues that have no ‘right’ answer
  • Experience with U.S. registered fund servicing or the equivalent (including fund accounting, custody, transfer agency, fund administration or middle office)
  • Help to shape and execute on Northern Trust's brands, investment offerings, and product innovation related to Sustainable Investing within all asset classes and distribution channels
  • Conduct strategic analysis of the ESG product and investment space, understanding the competitive marketplace and differentiating NTAM strategies/advantages relative to competitors
  • Develop overall messaging and positioning for NTAM’s ESG investment strategies across asset classes and investment styles, and contribute to ESG thought leadership
  • Act as a trusted product manager to support the development and management, and pricing of ESG products

Responsibilities For Research & Analysis Investment Tools Product Manager Resume

  • Identify, coordinate and participate in internal and external events, networking opportunities, and educational forums to increase RI awareness and advocacy
  • Further develop the market for ESG and Responsible Investment within the distribution channels
  • Ensure consistency of messaging and integrity of market-facing investment communications and marketing material, such white papers, commentary, pitch books and RFP responses
  • Help manage relationships with key ESG focused entities, in particular entities such as UNPRI, and coordinate responses to industry surveys and research studies
  • Work experience in the investment management industry, with direct experience in investment product management

Responsibilities For Investment Product Implementation Manager Resume

  • Three to five years financial services experience in an investment related or operational role
  • Provide product education and support both for the distribution teams as well more broadly across the organization
  • Ensures that business partners and marketing teammates understand all aspects of marketing plans. Updates business partners and senior management throughout the planning and development life cycle of major initiatives and partners with project managers to communicate updates within marketing. Provides program results to stakeholders in a meaningful way

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