Barry Fennell
Product Manager @Victory Capital
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WORK HISTORY
Product Manager @Victory Capital
Boston, MA, US
Led efforts to develop, evaluate and competitively position the firm’s investment products for distribution to the intermediary, offshore and institutional channels. Worked closely with investment teams, operations, sales, senior management and client service to bolster net flows. Crafted communications with a focus on product positioning and competitive analysis. Evaluated new product needs and pricing structures. Assisted in resolving operations and custody issues related to product rollout.• Conducted market and competitive research for investment team/senior management on existing capabilities for product development and rationalization. Participated in the design, development and launch of investment products including mutual funds, ETFs, institutional mandates and UCITs. • Communicated product positioning, performance updates and outlooks on behalf of the portfolio management team to help drive sales growth and support asset retention efforts.• Created content for investment overviews, primer, presentations and factsheets. • Developed and delivered investment product presentations to key advisors, clients and consultants. Created and approved content for new business opportunities.• Trained sales professionals on new and existing investment strategies, deepening their product knowledge and ability to accurately position products to financial advisors. • Participated in quarterly product reviews with financial advisors to improved asset retention and sales growth.
EDUCATION
Tufts University
Bachelor of Arts - BA, Economics
Tufts University
Bachelor's degree, Economics
Tufts University
Bachelor of Arts - BA, Economics and History
Boston College
Master of Business Administration - MBA, Finance
SKILLS
ABOUT BARRY FENNELL
Experienced investment product management professional. Comprehensive background in evaluating, developing and positioning investment strategies in collaboration with senior management, investment teams and sales. Led efforts to research, design and launch mutual funds, ETFs and institutional mandates. Key contributor to sales effort by serving as a strategy expert with advisors, consultants and gatekeepers.
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