Product Specialist

Duties will include :

- Act as the key liaison between the Investment Team and the Business Development Team.

- Develop a deep understanding of SWM’s investment strategies, funds, and products.

- Articulate investment views, strategies, and performance to internal and external stakeholders.

- Translate complex investment concepts into clear, client-friendly communication.

- Contribute to the development and structuring of new investment products and solutions.

- Prepare regular product updates, market commentaries, and performance reports.

- Support business development initiatives through preparation of pitchbooks, product notes, and presentations.

- Participate in client meetings and product due diligence sessions alongside Investment Team.

- Monitor and analyse competitor products and market positioning to enhance SWML’s product offering.

- Provide technical support and training to the client servicing teams.

- Maintain an awareness of financial markets, economic trends, and industry developments.

- Collaborate with internal stakeholders (Investment, Operations, Compliance, Business Development) to ensure consistency in product messaging and delivery.

Qualifications and Experience:

- At least a Bachelor’s degree in Finance / Economics / Investments or a related field from a recognized university.

- Holder of a CFA designation (or progress toward CFA), or another professional qualification (e.g., CAIA, FRM) will be a strong advantage.

- A minimum of 3 to 5 years’ experience in asset management, investment advisory, product specialist, or investment research roles, preferably within a regulated financial services environment.

- Demonstrated strong understanding of multi-asset investment strategies, including equities, fixed income, and alternative investments, as well as portfolio construction principles.

- Proven ability to articulate investment strategies, performance drivers, and market views to both technical and non-technical audiences.

- Experience in product structuring.

- Experience in preparing high-quality investment materials, including pitchbooks, fund presentations, market commentaries, and due diligence responses.

- Good understanding of performance attribution, risk metrics, and benchmark analysis.

- Familiarity with CIS, fund structures, and regulatory frameworks (preferably within the Mauritian or similar jurisdictions) will be an advantage.

- Strong awareness of global financial markets, macroeconomic trends, and competitor landscape.

- Excellent communication, presentation, and stakeholder management skills, with the ability to engage effectively with institutional and high-net-worth clients.

- Proficiency in Microsoft Office tools, with experience in investment systems (e.g. Bloomberg) will be an advantage.

The Company reserves the right:

- To convene only the best qualified candidates to participate in the selection exercise.

- Not to make any appointment following this advertisement.