Product Strategy Associate

4 weeks ago


Waltham, Massachusetts, United States Polen Capital Full time
Product Strategy Associate

At Polen Capital, we're seeking a talented Product Strategy Associate to join our Investment Product Strategy team, specifically focused on our Credit strategies. As a key member of our team, you'll support our Credit business across various dimensions, including client service, business development, and product management and development.

Responsibilities

* Write performance attribution bullets and market commentary for ongoing monthly/quarterly reporting to investors
* Create and update pitch books and quarterly market slides
* Respond to a broad range of inquiries related to Polen's Credit strategies, both externally and internally across groups
* Assist with new business development, including via RFP submissions
* Develop and maintain internal product materials, sales tools, and other general education materials
* Assist in the development of new products and custom solutions for clients
* Manage research projects related to competitors and industry topics

Qualifications

* Minimum of 3 years of experience in credit and/or fixed income investment-related roles
* Demonstrate in-depth knowledge of investment strategies, sales and marketing approaches, and services offered by investment managers
* Effective written and oral communication skills, including the ability to adapt messaging to various audiences, including senior business leaders and clients
* CFA designation or active status in program encouraged
* Bachelor's degree in finance, business, economics, or a related field, prior experience in product strategy or related role is strongly preferred
* Ability to work collaboratively in a team environment, particularly in a cross-functional manner
* Proficiency in FactSet, Microsoft Office Suite, Morningstar, and eVestment

What We Offer

* A Results-Only Work Environment (ROWE) that empowers you to work independently and achieve results
* Competitive health benefits, paid parental leave, and annual individual training budgets
* A culture that values diversity, inclusivity, and continuous learning

How to Apply

Polen Capital is an equal opportunity employer and welcomes applications from diverse candidates. If you're passionate about investment product strategy and want to join a dynamic team, please submit your application.

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