Job Description

To accelerate business expansion in the Chinese market, the Product Team is seeking a Product Manager specializing in buy-side advisory solutions. In this role, you will swiftly assimilate Morningstar's global expertise in the investment advisory sector while staying abreast of the latest domestic and international industry trends. Leveraging this expertise, you will align our solutions with the Chinese market's development stage and user preferences. Through ongoing user research, business training, and feedback analysis, you will propose targeted product enhancements to drive user growth and maximize their commercial value. Additionally, you will participate in formulating product strategies, defining requirements, and planning features, while driving the final implementation and delivery of the solutions. This position is based in our Shenzhen office.

Key Responsibilities:

• Conduct thorough research on domestic and international investment advisory industry trends and best practices, maintaining acute awareness to inform product strategies and continually refine Morningstar China's advisory solutions.
• Identify opportunities for product innovation and product enhancements, and design product solutions based on user needs, product positioning and application scenarios, write requirement documents, and collaborate with designers to develop UI.
• Collaborate closely with developers, product test and data team to align on product requirements, ensuring the product's development progress and delivery quality.
• Develop and execute market strategies for Morningstar's advisory solutions, creating compelling presentation materials and written proposals that clearly articulate product value and strategies, ensuring successful implementation and sustained growth in the Chinese market.
• Present buy-side advisory business methodologies, processes, industry insights, and corresponding Morningstar solutions to institutional clients.
• Collaborate with the Marketing team to support go-to-market plans for new products, helping them understand product positioning, key benefits and target customers.
• Design and implement comprehensive training programs to enhance product understanding and utilization efficiency for both internal teams and clients.

Qualifications:

• A minimum of 3 years of experience in product management, preferably with a background in internet product operations, public funds, or investment advisory services. Exceptional candidates may be considered with less experience.
• Demonstrate integrity, openness, and inclusive values.
• Strong business acumen and product analysis skills, coupled with clear logical thinking and proven experience in independently leading product planning and design projects.
• Proactive with excellent communication skills and external presentation abilities. Prior experience in product presentations is highly desirable.
• Possess exceptional learning ability and strong coordination skills, while demonstrating a sense of ownership and team collaboration spirit.
• Outstanding written and verbal communication skills in both Chinese and English, capable of producing high-quality product proposals and marketing materials.
• Candidates with a background in quantitative research or proficiency in programming skills (e.g., Python, SQL, Java) are preferred.
• Candidates with basic design capabilities and proficiency in design tools (e.g., Figma, Sketch) to complete product solution designs are preferred.
• Bachelor's degree required; advanced degree preferred.
• CFA charter holder preferred.

为加速推进中国市场业务，产品团队现诚聘一名专注于买方投顾解决方案的产品经理。在此岗位上，你需快速吸收晨星在投资顾问领域的全球专业积淀，同时密切关注国内外行业前沿动态。基于这些经验与积累，你需结合中国市场的发展阶段与用户需求偏好，对解决方案进行本土化并持续完善。通过开展用户调研、组织业务培训及深度分析反馈，提出针对性的产品优化方案，以驱动用户增长并最大化其商业价值。此外，你将参与产品战略的制定，需求定义与功能规划，并推动解决方案的最终落地执行。工作地点为深圳办公室。

核心职责：

• 深入研究国内外投资顾问行业趋势与最佳实践，保持敏锐洞察，为产品战略提供依据，并持续优化晨星中国的投顾解决方案。
• 挖掘产品创新及功能优化机会，结合用户需求、产品定位与应用场景设计产品解决方案，撰写需求文档，并协同设计师开展用户界面（UI）开发工作。
• 与开发团队、产品测试团队及数据团队紧密协作，就产品需求达成共识，并保障产品开发进度与交付质量。
• 制定并执行晨星投顾解决方案的市场策略，制作具有说服力的演示材料与书面提案，清晰阐述产品价值与策略，确保方案在中国市场成功落地并实现持续增长。
• 向机构客户推介买方投顾业务的方法论、业务流程、行业洞见及对应的晨星解决方案。
• 协同市场团队支持新产品的上市计划，助力团队理解产品定位、核心优势与目标客户群体。
• 设计并实施全面的培训体系，提升内部团队与客户对产品的理解度及使用效率。

任职要求：

• 拥有至少3 年产品管理相关经验，具备互联网产品运营、公募基金研究或投资顾问行业背景者优先；经验不足但能力突出者可适当放宽。
• 具备诚信正直、开放包容的价值观。
• 拥有敏锐的商业洞察力与产品分析能力，逻辑思维清晰，且有独立主导产品规划与设计项目的实战经验。
• 工作积极主动，具备出色的对外演讲和沟通能力，有产品演示相关经验者优先。
• 学习能力优异，协调能力强，具备主人翁意识与团队协作精神。
• 中英文书面与口头表达能力俱佳，能够独立撰写高质量的产品方案与市场推广材料。
• 具备量化研究背景或熟练掌握编程技能（如 Python、SQL、Java）者优先。
• 具备基础设计能力，且能熟练使用设计工具（如 Figma、Sketch）完成产品方案设计者优先。
• 本科及以上学历，拥有更高学历者优先。
• 持有特许金融分析师（CFA）证书者优先。

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

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