Investing & Advisory Product Specialist
Thomson Reuters
Gdynia, Poland
4 d. temu

Job Description


Investing & Advisory Product Specialist (Asset Management)


The I&A Product Specialist is a member of the EMEA Product Specialist team, which provides support directly to a select set of Thomson Reuters’ most important, as well as second and third level support for any unanswered application queries from Customer Support.

Queries are typically for advanced analytical products, but can consist of account-related requests as well. Specialists serve as the client advocate in assisting in their every need, including expediting any client service issues.

I&A Specialists rotate through shifts Monday Friday. Queue support methods Specialists cover include phone, e-mail, and chat.


Product Specialists are a key and invaluable link between our Services / GTM (Sales) / Product Management teams, and our clients.

Combining an understanding of the financial services industry with expertise in our product offerings, Specialists assist our clients in their every need including streamlining the research and analysis process, locating the correct teams to provide product and content support, how-

to training, advocating for the client, and expediting all client requests. We offer an unparalleled level of service along with insight into the intricacies and functionality of the Thomson Reuters applications we support.

As part of the I&A Specialists Team, you'll join a team that is committed to industry-leading service, working closely with our various stakeholders (Customer Support, Sales, Product Management).


  • Respond quickly and effectively to requests for assistance directly from the client, Customer Support, and other teams across Thomson Reuters.
  • Act as a liaison between Customer Support, Sales, Product Management, and the client. Advocate for all of the client's needs.
  • Work directly with clients to provide additional information, updates, and resolution to issues escalated from Customer Support teams.
  • Maintain a high level of knowledge on the products and markets supported.
  • Build and maintain relationships with other resolver groups across the organization to ensure appropriate resolutions are provided in a timely and accurate manner.
  • Take ownership of escalated issues and manage product / service outages.
  • Analyze reports to look for opportunities to improve client experience and drive client satisfaction.
  • Assist in pre-sales activities by servicing prospects as stated above.

  • BA / BS degree- Finance, Business or Economics major or equivalent work experience. CFA candidates, MBA and other advanced degree holders are preferred.
  • At least 3 years of experience in Asset Management, including performance attribution, portfolio analytics, and familiarity with modern portfolio theory.
  • Must demonstrate knowledge in typical Asset Management workflow, typical industry content and products, and market / industry knowledge.
  • Strong communication skills (verbal and written), as well as critical reasoning skills in order to identify problems and provide solutions quickly.
  • Excellent multi-tasking and organizational skills to manage outstanding issues until resolution. Strong follow-up skills, and a track record for influencing people outside of your span of control.
  • Analytical, organized, detail oriented, and disciplined. Proven quick learners, self-motivated, and proven logical reasoning skills.
  • An ability to effectively work within a team and to collaborate is required. Comfortable with presentations and web conferencing (such as WebEx of GoToMeeting).

  • At least 3 years of experience supporting products relevant to Asset Management; Strong knowledge and genuine interest in financial markets;
  • Client-facing experience; Exceptional communication skills, both verbal and written; Excellent problem-solving skills; Strong knowledge in a wide-

    array of Thomson Reuters products and content; Ability to work under pressure.


  • Casual and diverse office environment where colleagues come from over 30 countries
  • Competitive salary
  • Flexibility and home-office opportunities
  • Two additional days off for voluntary jobs
  • Access to Thomson Reuters products with real-time economic data
  • Wellbeing scheme including private healthcare, pension, Multisport card and more
  • High standards of ethics in the workplace
  • At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers.

    As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences.

    With more than 45,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world.

    Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.

    As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex / gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law.

    Thomson Reuters is proud to be an Equal Employment Opportunity / Affirmative Action Employer providing a drug-free workplace.

    Intrigued by a challenge as large and fascinating as the world itself? Come join us.

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