Role OverviewWe're looking for a US Equity Product Specialist to help grow and strengthen our equity advisory and idea generation capability for Ultra High Net Worth (UHNW) clients. You'll act as a key link between Portfolio Management, distribution teams (Relationship Managers and Investment Counselors), Product, Client Proposition and Marketing—ensuring high-quality content, timely execution, and a best-in-class client experience.
What You Will Do
Generate and promote equity investment ideas to internal and external audiences, including Investment Counselors (ICs), Relationship Managers (RMs) and clients. You'll maintain coverage of existing themes while developing new ideas—so strong prioritization and time management matter.
Why It Might Be a Fit
You'll contribute to the strategic House View, connecting bottom-up stock work to top-down sector, style and macro factors, and confidently commenting on global equities (US, Europe and Asia), even if you have a regional specialism.
Requirements
- Significant experience in global equity markets (Private Banking Advisory / Product Specialist preferred; strong sell-side equity candidates also considered)
- Degree in Finance or Economics
- Series 7, 66 (or 63 and 65) required, may consider contingency
- CFA and/or Master's (highly preferred)
- Advanced skills in Bloomberg, Excel and PowerPoint (and strong Microsoft Office capability)
- Strong AI capability, with hands-on experience using gen AI tools appropriately in a regulated environment
- Fluent English
Benefits
- competitive pay
- robust Wellness Hub
- tailored professional development opportunities
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
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