Senior Manager, Investment Strategy

Position Summary:

The Senior Investment Strategist role will serve as the primary subject matter expert on ProShares ETFs and be able to represent how these products work, and how they can be utilized to clients, prospects, and intermediaries.

The incumbent is a seasoned investment professional with extensive experience with ETFs along with a strong understanding of investment research, portfolio analytics and portfolio implementation.

Essential Job Functions:

1. Utilize a consultative and client-centric business development approach to drive market penetration with exceptional client relationship skills and executive presence.
2. Engage with external clients as well as internal team members to serve as the investment-products expert.
3. Promote and represent ProShares at conferences and speaking opportunities both via travel and conference calls.
4. Educate a diverse range of clients with varying knowledge on investment strategies, product positioning and portfolio implementation strategies across the entire range of ProShares ETFs.
5. Business Development:
   1. Deliver research and product management expertise to the intermediary client base including RIA, Wirehouse and Independent Broker-Dealer.
   2. Host conference calls with qualified Financial Analysts.
   3. Attending road shows with external Wholesalers.
   4. Represent product and firm positioning with media channels and in PR engagements.
   5. Respond to client inquiries related to product features and performance in partnership with other team members.
6. Product Positioning Assessment:
   1. Develop investment message and build investment use-cases.
   2. Assess product strengths/weaknesses, competitive advantages, differentiation, and opportunities.
   3. Catalogue and develop due diligence questions.
7. Content and marketing materials:
   1. Develop written content and marketing materials necessary for both new business development and client relationship management.
   2. Develop strategic research/sales materials as well as tactical marketing themes/sales ideas.
   3. Build and update presentations as needed.
8. Work with analytics tool providers such as Bloomberg, and Morningstar for accurate representation, product prominence, changes, etc.
9. Other duties and responsibilities as assigned.

Education and Experience:

1. BA/BS required. CFA or CIMA strongly preferred. Financial engineering, MBA, or MS in finance a plus.
2. FINRA Series 7 & 63 licenses required.
3. Minimum of 5-7 years’ experience in financial services with expertise in ETFs.
4. Strong quantitative and analytical skills with a deep understanding of the Equity and Fixed Income markets.
5. Strong macro-economic perspective.
6. Alternative product management / research experience a plus.

Knowledge, Skills, and Abilities:

1. Will eventually require in-depth PFA product knowledge.
2. Must have knowledge of economics and the equity marketplace, as well as strong speaking and writing skills - using these skills in combination to raise and retain assets.
3. Requires excellent verbal, written and presentation skills to clearly articulate sophisticated concepts, ideas, and processes.
4. Disciplined organization and project management skills.
5. Requires a strong attention to detail, unwavering commitment to producing error-free work, and the ability to manage competing priorities while maintaining a positive attitude.
6. Unimpeachable integrity with an uncompromised reputation.

 [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.