Equity Product Specialist/Client Portfolio Manager

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
94K-168K Annually
Mid level
Financial Services
The Role
Support coverage and distribution of liquid equity strategies across retail, institutional and insurance channels. Prepare sales collateral and competitive analysis, support new strategy development and positioning, and coordinate with portfolio management, sales, product management and marketing to drive product initiatives and client engagement.
Summary Generated by Built In
Job Description:

Employer:            DWS Group

Title:                    Equity Product Specialist/Client Portfolio Manager

Location:             New York

Job Code:              #LI-MB1 #LI-03

About DWS:

Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Read more about DWS and who we are here.

About the Product Specialist Team

As an Equity Product Specialist, you will be part of the global product specialist equity team, owning and driving the product agenda for equity strategies across DWS.

Your Key Responsibilities:

  • Assist in the coverage and distribution of liquid equity strategies across retail, institutional and insurance channels.

  • Support in the development and execution of market-, strategy-, and/or client-related initiatives

  • Independently prepare sales collateral and competitive analysis

  • Support new strategy development, strategy positioning, development and ongoing review of unique selling points

  • Interface function with various stakeholders in DWS: portfolio management, sales, product management and marketing

Your Skills & Experience:

  • Good knowledge of capital markets, their drivers and influence of macroeconomic developments on different asset classes

  • Strong strategic and analytical thinking

  • Execution oriented, with strong resilience, drive and ability to work hand-in-hand with partners across the organization to drive the business forward 

  • Strong team player with an entrepreneurial and innovative mindset, able to drive and promote new ideas and initiatives

  • Excellent communication and presentation skills

  • Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Licenses or Education Required/Preferred:

  • BA/BS degree, or equivalent

  • FINRA Series 7 and 63 licenses required within first year

What we’ll offer you:

At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.

The salary range for this position in New York is $94,000 to $168,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. 

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice.

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your RightsEmployee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Skills Required

  • Good knowledge of capital markets and macroeconomic drivers
  • Strong strategic and analytical thinking
  • Execution oriented with resilience and ability to work cross-functionally
  • Team player with entrepreneurial and innovative mindset
  • Excellent communication and presentation skills
  • Proven ability to leverage AI tools to enhance productivity and workflows
  • BA/BS degree or equivalent
  • FINRA Series 7 and 63 licenses required within first year
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The Company
HQ: Frankfurt am Main
3,893 Employees
Year Founded: 1956

What We Do

DWS Group (DWS) with EUR 933bn of assets under management (as of 30 June 2024) aspires to be one of the world's leading asset managers. Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major liquid and illiquid asset classes as well as solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, giving strategic guidance to our investment approach. DWS wants to innovate and shape the future of investing. We understand that, both as a corporate as well as a trusted advisor to our clients, we have a crucial role in helping to navigate the transition to a more sustainable future. With approximately 4,500 employees in offices all over the world, we are local while being one global team. We are committed to acting on behalf of our clients and investing with their best interests at heart so that they can reach their financial goals, no matter what the future holds. With our entrepreneurial, collaborative spirit, we work every day to deliver outstanding investment results, in both good and challenging times to build the best foundation for our clients’ financial future.

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