Product Speialist - Total Return Portfolio Management


: $105,110.00 - $163,220.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Role Value Proposition: We presently seek a Product Specialist for the Short/Intermediate Duration Portfolio Management team within MetLife Investment Management (MIM). This is a unique and exciting opportunity with significant growth potential for a candidate who seeks to be part of our expanding business, enjoys working in a dynamic environment and possesses excellent interpersonal skills. In this role, you will provide day-to-day support and report directly to the head of the Short/Intermediate Fixed Income Total Return business where you will be expected to move up the learning curve quickly to become conversant on the six strategies, within our fixed income product suite totaling approximately $6 Billion. We expect you to be able to capably interact with and service our existing client base through various means of communication as part of the relationship team, including participating in face-to-face meetings. You will also play a key role in tracking new business opportunities, coordinating marketing materials and presenting to prospective clients. In support of this effort, you will work closely with senior management to uncover and develop internal marketing opportunities across other areas of MetLife. Key Responsibilities: Your primary responsibilities will be to build and maintain data sets for existing and prospective clients, as well as research, develop and synthesize key information for use by the Senior Portfolio Manager in support of ongoing and new business development initiatives. You will be expected to help identify and support new business opportunities, track ongoing new business initiatives and maintain electronic and hard copy files related to new business pitches. Ideal candidate would have experience presenting to institutional clients to help win new business and retain existing clients. You will also work closely with existing team members to manage a monthly and quarterly client deliverables calendar and address ad hoc client, consultant and prospective client requests for information. The Short/Intermediate Duration client service team members lead the preparation and production of materials for both internal and external meetings including client portfolio reviews, prospective client new business presentations, monthly and quarterly deliverables, RFPs, RFIs, DDQs, and maintain our products' information in investment management consultant databases. In addition, you will be responsible for information gathering for RFP/RFI responses on behalf of the Short/Intermediate Duration strategies in close coordination with MIM Client Service, Research, and Legal/Compliance professionals. On a daily basis, you can expect to interact directly with colleagues throughout MIM including Portfolio Management, Research, Trading, Client Service, Marketing and Legal / Compliance. Desired Experience and Technical Skills: Excellent oral and written communication skills Detail-oriented with the ability to balance multiple projects and prioritize deliverables Strong project management, communication, presentation and organizational skills Self-starter- takes initiative on projects independently with minimal direction Adaptability/flexibility in being able to partner with other team members in various aspects of daily unit functioning and responding to frequent ad hoc requests Time management skills and the ability to convey complex information succinctly while multitasking in a deadline-driven environment Advanced PowerPoint skills preferred Excel proficiency Experience with BlackRock Aladdin, Salesforce a plus Requirements: Bachelor's degree; advanced degree a plus 5+ years of work experience, 2+ years of client service and/or marketing experience Occasional travel is requiredSalary Range: NAMinimum Qualification5 - 7 years * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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