Job Title:
Municipal and Insurance Analyst
Job Code:
5633LF
Job Category:
Compliance/Risk/Legal
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Apr 29 2021
Responsibilities:
Boston asset management firm is in search of a Municipal and Insurance Analyst to join their dynamic team! This position will be assigned coverage for the municipal and the bank loan suite of capabilities, as well as coverage for the insurance team. As a member of the team you will serve as a subject matter expert contributing to product planning, product development, positioning, messaging and execution, as well as extensive data reporting and analysis, including competitive analysis and competitive positioning.


Position Responsibilities:
  • Collaborate with the insurance channel team on marketing strategy and planning. Own the process and accountability for executing on the annual marketing plan to position the firm's capability with insurers
  • Work closely with relationship management and distribution to ensure regular contact with clients and prospects to position the firm's thought leadership to insurers
  • Follow industry and allocation trends to suggest improvements to positioning of capabilities
  • Interface with institutional sales channels and work with the Municipals and Bank Loans teams on product planning, positioning, and data analysis requests. Generate customized responses and reports for Institutional sales channels
  • Generate sales specific product comparisons, vulnerable competitor analysis and product positioning in the market place using third party analytical tools
  • Interface closely with Sales, Consultant Relations, and Client Service in terms of utilization
  • Development of value-added statistical analysis to highlight absolute, relative and risk-adjusted performance vs. peers and market indices under various market conditions
  • Work with product teams on product planning – strategy definition, positioning, distribution opportunities
  • Coordinate new product development as appropriate working with product management and the product teams



Qualifications:
Position Qualifications:
  • 5+ years investment management experience within product management or marketing, consulting, relationship management, due diligence or other relevant areas
  • Knowledge on the servicing of insurance clients is preferred
  • CFA and/or MBA is desirable
  • Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, S&P Global Market Intelligence and eVestment.
  • Marketing strategy experience a strong plus
  • Ability to effectively interact with and influence senior level portfolio management, distribution and operating executives

Required Years of Experience:
5
Additional Info:
For more information contact: Lindsay Flynn (617) 728 - 4100 | lindsay@fanning-boston.com
Salary Range:
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