Associate Product Manager

About the Position
The role: The Associate Product Manager supports a suite of fixed income investment strategies, with a focus on delivering high-quality sales and marketing materials, reporting, and product content to drive business development. This role partners closely with product managers, client portfolio managers (CPMs), and cross-functional stakeholders to manage month- and quarter-end deliverables, ensure data accuracy, and support ongoing product initiatives and ad hoc requests. The ideal candidate brings a strong understanding of investment markets and serves as a credible resource from both an analytical and business perspective. Success in this role requires excellent communication and organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Manage month- and quarter-end product collateral updates, including quarterly presentations, factsheets, commentaries, infographics, annual reports, and risk/performance attribution reporting

Produce and maintain accurate, high-quality product content, ensuring alignment with approved messaging, data, and disclosures

Partner cross-functionally with portfolio management, marketing, legal, and finance teams to coordinate deliverables and timelines

Serve as a key liaison for RFP/RFI responses and consultant database updates, supporting business development efforts

Support regulatory and governance requirements, including preparation of fund board materials

Build deep product and market knowledge through ongoing collaboration with portfolio managers and CPMs

Support distribution efforts by delivering insights, analysis, and timely responses to internal sales teams and client requests

Analyze competitive landscape and industry trends (e.g., Lipper, Morningstar, eVestment) to inform product positioning and go-to-market strategy

Requirements

2–4 years of experience in financial services, preferably within fixed income asset management

Entrepreneurial mindset with a focus on continuous improvement, innovation, and driving change

Strong drive for results with a commitment to excellence

Solid technical foundation, including investment acumen and understanding of financial markets and macroeconomic trends

Proficiency with Bloomberg, Microsoft Office, Morningstar, AI tools, and other analytics platforms

Passion for capital markets and the asset management industry

Excellent written and verbal communication skills, with strong interpersonal capabilities

Bachelor’s degree required; Series 7 & 63 licenses required or willingness to obtain

Benefits

Flexible paid time off

Hybrid work schedule

401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

#J-18808-Ljbffr