AVP, Investment Product Selection and Partnership Manager

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Job Description
Identify Investment Opportunities: monitor and analyze financial market trends using technical and quantitative methods to uncover timely, strategic investment opportunities aligned with organizational objectives and client needs
Develop Strategic Investment Insights: Create and present tailored investment ideas to internal stakeholders and for public communication to support informed decision-making and enhance market credibility
Data Management & Analysis: Maintain and optimize financial databases to ensure data accuracy, integrity, and accessibility for effective investment product analysis and decision-making
Product Selection & Evaluation: Conduct in-depth, data-driven product evaluations using quantitative metrics to recommend high-performing financial products that support strategic goals
Leverage AI for Productivity & Insight: Design and implement AI-driven tools to automate tasks, streamline workflows, and enhance investment analysis, generating actionable insights to support strategic initiatives
Qualification:
Bachelor’s degree or higher in Finance, Economics, Data Science, Engineering, or a related field
Strong financial expertise with demonstrated experience in investment analysis, product evaluation, and a deep understanding of financial markets, investment products, and portfolio strategies
Advanced analytical and technical skills, including proficiency in quantitative modeling, data analysis tools (e.g., Python, R, SQL, Excel), and handling large datasets. Familiarity with AI or machine learning is a plus
Excellent analytical, problem-solving and communication skills, with the ability to translate complex data into actionable investment insights
CMT, CFA, or other relevant certifications are a plus
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.