||＜Job Purpose＞: Manage and maintain product related information. Acting as an “on-site liaison” for investment team in boutique, communicate with clients and/or prospects for product related information.
1. Product Management: Prepare and develop product related documents, including marketing materials and client reporting materials by working with boutique and other related parties. Maintain these documents appropriately and ensure product integrity. Monitor client portfolio and work closely with boutique to make sure client portfolio is managed properly.
2. Communication: Provide and explain investment philosophy, process, performance, investment activities and other product related information to prospects and clients. Handle product related questions/requests from prospects and clients.
3. Support to team members: Provide support to other members for product related work.
Describe the minimum education and experience, certifications, licenses, physical demands, working conditions and skill sets needed to perform the job. Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, Affirmative Action, Diversity and other stands. Actively cooperate and interact with all entities of the Principal Financial Group.
Provide prompt, courteous and excellent service at an acceptable cost to areas of support and operate in accordance with Japan legislation. Work cohesively with similar support administration employees that support other areas of PGIJ. Actively cooperate and interact with all other entities of the Principal Financial Group.
?Bachelor’s degree or equivalent
?5 or more years of experience in product management or investment management. Has CFA/CMA qualification or equivalent knowledge.