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About the Role

The Product Specialist, Public Assets is a critical connector role within Asset Management, designed to create leverage for Public Assets portfolio management teams by serving as the primary interface between portfolio managers, wealth advisors, and clients. This role translates Public Assets Equity and Fixed Income investment strategy, portfolio positioning, and performance into clear, consistent, and client‑ready insights enabling advisors to engage confidently with clients while reducing ad‑hoc demands on portfolio managers. The Product Specialist enhances scalability, improves quality of communication, and strengthens client understanding and conviction in Public Assets strategies.

Responsibilities

Partner collaboratively with investment teams to develop a strong understanding and communication of investment strategies, portfolio composition, performance, and market positioning.
Facilitate collaboration between Asset Management, Private Wealth, and Marketing with a client service mindset.
Develop key messages, product positioning, and investment narratives that differentiate the firm's capabilities across markets.
Represent the firm at client meetings, conferences, and events by delivering product presentations and subject matter expertise.
Oversee the development and maintenance of marketing and client materials, including presentations, product profiles, RFP responses, client reporting packages, and quarterly performance commentary.
Support sales and client service efforts by responding to investment-related requests and providing behind-the-scenes support.
Provide industry and product insights through analysis of market trends, client needs, and the competitive landscape to support product development and strategic planning.
Contribute to the strategy, development, and enhancement of existing and new Public Assets products.
Maintain a comprehensive understanding of capital markets, investment processes, portfolio positioning, and performance attribution.
Assess product strengths and weaknesses and conduct competitive analysis to optimize market positioning.
Analyze product performance, including returns, volatility, risk-adjusted metrics, and benchmark comparisons.
Develop performance measures and clearly articulate strategy positioning and performance in both written and verbal formats.
Use performance data and client feedback to recommend and implement product improvements.

Requirements

Minimum of 10+ years of relevant asset management and product management experience within public markets.
Deep experience in Public Markets investing (including equity and fixed income) and fund structures (specifically Mutual Fund Trusts and LPs).
Experience managing Fixed Income or Equity portfolios is preferred.
Experience working closely with investment teams, wealth advisors, and/or UHNW clients.
Advanced knowledge of Microsoft office and financial industry systems and tools.
Experience with Bloomberg and Simcorp would be considered an asset.

Skills

Public Markets investing
Equity
Fixed Income
Fund structures
Mutual Fund Trusts
LPs
Microsoft office
Financial industry systems and tools
Bloomberg
Simcorp

Location

Vancouver
Toronto

Work Type

Hybrid

Experience Level

10+ years

Education Level

Bachelor’s Degree in Business Administration, Economics, other relevant financial field, or an acceptable combination of education and progressive work experience.
CFA designation is preferred.

Salary/Compensations

$140,000 - $170,000

Benefits

Performance-based Short-Term Incentive (STI) program
Long-Term Incentive (LTI) program awarded in the form of equity
Comprehensive compensation and benefits package

About the Company

Sophisticated financial planning
Diversified private investment funds and their exceptional performance
98% client retention rate
Award-winning culture
National leader in wealth management
Recognized as a Best Managed Company
One of Canada’s Top Employers
Dedicated to upholding firm’s values through significant growth
Values-driven work environment
Collaboration, creativity and entrepreneurial spirit
Passionate about business, culture and investing deeply in employee growth and development

Equal Opportunity

Inclusive, equal opportunity employer.
Priority to remove barriers to provide equal access to employment.
Reasonable accommodation during the recruitment process available upon request.