Our Culture
- Polen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment: “Do the right thing,” “Do more than expected,” and “Respect the individual.”
- Mastery, autonomy, and purpose are key drivers for our people and behaviors.
- Polen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor, and is a Results-Only Work Environment
- Diversity of thought, unique perspectives and inclusivity are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration.
Position
We are seeking a Product Strategy Associate to join the Investment Product Strategy team, specifically focused on our Credit strategies. The role involves supporting our Credit business across various dimensions, including client service, business development and products management and development. The position will be based in our Waltham, Massachusetts office with occasional opportunities to work from our Back Bay location.
Responsibilities
- Writing performance attribution bullets and market commentary for ongoing monthly/quarterly reporting to investors
- Creating and updating pitch books and quarterly market slides
- Responding to a broad range of inquiries related to Polen’s Credit strategies, both externally and internally across groups
- Assisting with new business development including via RFP submissions
- Developing and maintaining internal product materials, sales tools, and other general education materials
- Assisting in the development of new products and custom solutions for clients
- Managing research projects related to competitors and industry topics
Qualifications
- Minimum of 3 years of experience in credit and/or fixed income investment-related roles
- Demonstrate in-depth knowledge of investment strategies, sales and marketing approaches, and services offered by investment managers
- Effective written and oral communication skills, including the ability to adapt messaging to various audiences, including senior business leaders and clients
- CFA designation or active status in program encouraged
- Bachelor’s degree in finance, business, economics, or a related field, prior experience in product strategy or related role is strongly preferred
- Ability to work collaboratively in a team environment, particularly in a cross-functional manner
- Proficiency in FactSet, Microsoft Office Suite, Morningstar and eVestment
- Purpose-Driven: Starts with Why – in service of our communities, our clients, and each other.
- Accountable: Operates with autonomy and drives towards results.
- Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills.
- Grit: Persists in the face of adversity.
- Lifelong Learner: Employs a growth mindset and strives to become more.
Additional Information
- This is a full-time position and ideally the last company you'll work for. We've worked hard to create a culture and environment that no one wants to leave.
- Full-time Employee
- Location: Waltham, MA
- Less than 5% travel required
- Polen Capital is ROWE (Results-Only Work Environment,) offers competitive health benefits, paid parental leave, and annual individual training budgets
Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to levelling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.
Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: talentacquisition@polencapital.com
