Investment Products Specialist

2 mesi fa


Milano, Lombardia, Italia Oliver James Associates Ltd. A tempo pieno
About the Role

We are seeking an experienced Investment Products Specialist to join our team at Oliver James Associates Ltd. as an Investment Products Expert.

The Investment Products Expert will be responsible for the analysis, management, development, and harmonization of investment products, related services, and distribution channels.

Key Responsibilities
  • Work with internal and external stakeholders to analyze business needs and align the investment product roadmap to strategic goals.
  • Collaborate in the investment product implementation and maintenance, starting from requirements, identifying and understanding IT and business impacts on different applications and processes.
  • Identify customer needs, propose solutions, and work on them with the support of the whole team and external stakeholders.
  • Translate business requirements into IT requirements, providing all necessary information for the development phase.
  • Collaborate in the definition of marketing activities related to product promotion and development.
  • Contribute to solving product-related issues, make decisions, and communicate progress/status clearly.
  • Develop effective and collaborative working relationships with all stakeholders and colleagues.
  • Contribute actively to all team ceremonies (daily stand-up, weekly backlog refinement, sprint plan, retrospective).
  • Be able to build reports for department usage and analyze data provided by other departments.
  • Monitor and optimize product processes in collaboration with the Operations area.
  • Functional test definition and execution.
Requirements and Skills
  • Master's degree (Economics/Engineering as a plus).
  • 2+ years' proven experience in similar roles gained in or with financial services, preferably with a background in project/product management.
  • Customer-focused, data-driven, and result-oriented approach.
  • Fluent English.
  • Demonstrated ability to achieve results while working in a cross-functional environment.
  • Problem analysis and solving.
  • Teamwork.
  • Creative-minded with an ability to conceive interesting ideas for new content.
  • Digital Retail Banking industry understanding and knowledge of main processes.


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