Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Fund Product Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on the design, positioning, support, and ongoing management of investment fund products.
Actual openings may vary based on employer type (asset manager, hedge fund, private equity firm, venture capital firm, or alternative investment platform), fund strategy, asset class focus, distribution model, and regulatory environment.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Fund Product Specialists serve as subject-matter experts for investment fund products, acting as a bridge between investment teams, operations, sales, compliance, and clients. The role focuses on ensuring fund products are well-structured, clearly communicated, operationally sound, and aligned with investor and business needs.
This position blends product management, market knowledge, operational understanding, and stakeholder communication across the full product lifecycle.
Own and support assigned fund products across their full lifecycle, from development and launch through ongoing management and enhancements
Partner with investment, operations, legal, and compliance teams to support product design, positioning, and implementation
Develop and maintain fund product materials, including fact sheets, pitch decks, offering summaries, and internal documentation
Serve as a product expert for internal stakeholders, including sales, client service, and distribution teams
Support responses to investor inquiries, RFPs, and due diligence requests related to fund products
Monitor product performance, flows, and client feedback to inform enhancements and strategy
Coordinate product updates related to strategy changes, fees, benchmarks, or disclosures
Ensure product information is accurate and consistent across systems, reporting, and marketing materials
Track competitive landscape and market trends relevant to assigned products
Assist with product governance, approvals, and ongoing reviews
Bachelor’s degree in Finance, Economics, Business, or a related field
Strong understanding of investment products, fund structures, and asset management business models
Experience or exposure to product management, fund operations, client service, or investment support roles (preferred but not required)
Strong analytical and organizational skills with excellent attention to detail
Ability to synthesize complex investment concepts into clear, client-friendly messaging
Proficiency in Excel and PowerPoint; familiarity with CRM, reporting, or product management tools is a plus
Strong written and verbal communication skills
Ability to work cross-functionally in fast-paced environments
Comfort interacting with senior stakeholders and client-facing teams
Strong interest in investment products, markets, and asset management strategy
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to asset managers and hiring teams
Interview preparation for fund product, client-facing, and investment management roles
To learn more or express interest in fund product and asset management roles, visit:
https://www.careerlaunch.ai/