Fund Product Specialist

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.

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