Investment Products Specialist (Miami)

We are seeking an Investment Products Manager to join our client's team! This role requires fluency in English and Spanish.

Responsibilities
Product Research and Analysis: Analyzing existing and potential investment products, including their features, performance, and market positioning.
Due Diligence: Assisting with operational due diligence on investment products being considered for inclusion on the platform.
Risk Management
Additionally, the role involves assisting in the development of strategies related to product pricing, suitability, and availability under the guidance of senior management
This interaction is vital for identifying, researching, and resolving complex issues related to product sales and servicing, as well as overall business planning
The analyst is expected to demonstrate a commitment to the firm's core values, ensuring that the platform remains competitive and responsive to client needs
This includes performing detailed analyses of economic and selling contracts, gathering and interpreting information on sales trends, and ensuring compliance with company standards and financial regulations
Provide financial advisor support and product analysis
Assist in setting strategies around product pricing, suitability, and availability under senior direction
Support risk management in pricing models and product availability
Gather, analyze, and interpret information on sales trends and product demand

Requirements:
Experience researching and performing due diligence for different investment products
Experience with regulatory frameworks
Fluency in English and Spanish