Elevate your career with Nicola Wealth as a Product Specialist in Public Assets. This hybrid role blends client engagement with investment insights to enhance portfolio management.

As a key connector within Asset Management, you will report to the Head of Public Assets. Your mission includes translating investment strategies into compelling insights for wealth advisors and clients. With a focus on public markets, you will support product development, marketing, and client services, all while fostering collaboration across teams.

Key Responsibilities:
• Partner with investment teams on strategy communication
• Facilitate collaboration across Asset Management and Marketing
• Deliver presentations at client meetings and events
• Oversee marketing material development and maintenance
• Analyze product performance and recommend improvements

Requirements:
• 10+ years in asset and product management
• Deep knowledge of Public Markets investing
• Experience managing Fixed Income or Equity portfolios
• Bachelor’s Degree in relevant field
• CFA designation preferred

Utilize your expertise to drive impactful results as a Product Specialist at Nicola Wealth.
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📌 Public Assets Product Specialist at Nicola Wealth (Ontario)
🏢 Nicola Wealth
📍 Ontario