Job Title:
Product Management Analyst
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 20 2020
A large asset management firm in downtown Boston is seeking a Product Management Analyst to join their dynamic team. This role will act as a liaison between internal teams to improve collateral and marketing materials, implement new technologies, and facilitate model portfolio development/ maintenance. This individual will have 6+ years experience with strong equity and fixed income product knowledge.

Position Responsibilities:
  • Develop strong knowledge of the firm's investment philosophy and processes including: an in depth understanding of firm's current investment products and portfolio structures. Additional responsibilities include: knowledge of all portfolio holdings, risk exposure, product positioning, and performance attribution.
  • Enhance marketing materials to convey the investment message more clearly.
  • Work closely with internal teams which include: Client Services, Compliance, Legal, Portfolio Specialists and Investment analysts.
  • Act as a liaison between teams to implement new technology, new client onboarding, enhance marketing materials, and update monthly and quarterly positioning pieces.
Position Qualifications:
  • 3-5 years of financial services experience
  • Equity and Fixed Income knowledge
  • CFA designation or working towards CFA, preferred
  • Project management skills - ability to manage complex projects and successfully implement solutions in a timely manner
  • Strong analytical ability
Required Years of Experience:
Additional Info:
For more information, contact: Lindsay Flynn (617) 728-4100 |
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