Experienced Product Manager with extensive investment and product knowledge. Strong
analytical skills and a solution-oriented mindset consistently recognized by internal sales
organization for providing investment solutions for clients. Accomplishments include broad
experience in product development, product launch, strategic positioning, sales training,
marketing, and communication of '40 Act Funds and separately managed accounts
01/2008 to 12/2016
Senior Fixed Income Product ManagerBNY MELLON - DREYFUS － New York, NY
Responsible for the Dreyfus fixed income product lineup, including product positioning,
competitive analysis, business development, product rationalization, fee analysis and pricing.
Developed and maintained a strong working relationship with portfolio management team;
articulated the investment team's process, strategy, market outlook, positioning, and relevant
market information to internal Sales team.
Actively monitored industry trends and competitor funds.
Identified product gaps, areas of
potential enhancements, and innovative features to ensure the product lineup maintained its
Created and present competitive analysis, offering key points of differentiation for the
Dreyfus Sales team through internal training sessions.
Educated internal sales team and financial advisors, providing market updates and analysis
on investment strategies and products.
Collaborated with Marketing in producing sales ideas and marketing materials in an effort to
raise brand awareness and drive sales within various distribution channels.
Team leader in the successful launch of Dreyfus's first closed-end municipal bond fund in 15
years, raising roughly $400mm in assets.
01/2002 to 01/2007
Portfolio Advisor/Fixed Income Product ManagerPRUDENTIAL FINANCIAL - PGIM FIXED INCOME － Newark, NJ
Responsible for the overall relationship of the PGIM Fixed Income mutual funds with
Prudential's retail distribution channels; as well as select separately managed accounts and
Worked closely with the portfolio management team to understand the investment
environment, the team's investment strategy and current positioning and rationale for
Conveyed PGIM's investment outlook, themes, portfolio positioning on a regular basis to
internal sales partners and external channels.
Provided market insight and industry trends to the Sales team; recommending potential
investment strategies to suit current market environment and client needs
Steven Raab Page 2
203 333-1616 firstname.lastname@example.org www.linkedin.com/in/steven-raab.
Played key role in promoting new sales and retaining assets of Prudential's fixed income
retail mutual funds and separate accounts, including the timely delivery of strategy updates,
portfolio commentary and reviews to internal and external clients.
Contributed to sales effort by occasionally presenting PGIM's outlook and relevant product
offering due diligent and client meetings.
Worked with internal partners (portfolio managers, relationship/client portfolio management,
RFP team) in developing presentations for client and prospecting meetings.
01/2000 to 01/2002
Fixed Income Product ManagerUBS GLOBAL ASSET MANAGEMENT － New York, NY
Responsible for communicating and representing the firm's fixed income management
capabilities and product line-up from a quantitative and qualitative perspective throughout the
retail distribution channels.
Identified strategic product trends and made recommendations for areas of focus, marketing
opportunities, as well as new product opportunities.
Conducted ongoing competitive analysis and research to build brand awareness and drive
Assisted in writing and editing of market reviews, performance commentary, presentations,
and shareholder communications for UBS's retail fixed income funds.
01/1996 to 01/2000
Mutual Fund Product AnalystGE ASSET MANAGEMENT － Stamford, CT
Responsible for providing product, market, and competitive insight to internal business partners;
including; in-depth product research, performance, and competitive analysis to support GEAM's
entry into the retail mutual fund marketplace.
Provided on-going pricing and expenses analysis of existing and new product to ensure
product lineup maintained its competitive advantage.
Responsible for the overall competitive analysis of the GEAM's retail mutual fund product
Worked with the portfolio management team in preparing performance attribution for internal
& external communications.
Work closely with marketing to develop and deliver product literature for financial advisors
and shareholder communications.
Education and Training
Bachelor of Business Administration
FINANCEIONA COLLEGE － New Rochelle, NYPROFESSIONAL LICENSE/TECHNICAL SKILLS
FINRA LICENSE: Series 7, 63, 65
Bloomberg, eVestment Alliance, Lipper, Morningstar Direct, Simfund
Bloomberg, competitive analysis and research, Liooer, Morningstar Direct, eVestments, Simfunds