Job Title:
Senior Product Analyst
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Jan 23 2023
Expires On:
Mar 31 2023
  • Draft and finalize clear, well written documents for the funds' Board of Trustees. These materials require significant coordination with several internal departments and affiliated investment managers. Production of these materials may also require coordination with external vendors. Address and resolve all comments received on Board memos/materials.
  • Identify, advance and resolve, as needed, any issues or concerns with the proposals put forth in the Board materials. The candidate will be responsible for successfully assessing proposals from many different contexts: the management perspective, the Board perspective and the shareholder perspective.
  • Working with affiliated investment managers, coordinate scheduling and production of portfolio manager presentations for the Board of Trustees. Review and edit presentations received from affiliate managers. Verify that all data contained within the presentations is accurate.
  • Establish that all facts and positioning within the Board materials are accurate and consistent with the views of management. Ensure that all materials are produced with the highest quality and attention to detail.
  • At times, the Senior Product Analyst will be required to balance the generation of many different Board materials at once, requiring accomplished time management and prioritization skills.
  • Represent the Product Development and Management department at internal meetings where the production of Board materials is discussed.
  • Bachelor's degree with at least five years of previous experience in the investment management industry.
  • Outstanding written skills and attention to detail is important. Previous experience drafting Board memos and other materials is very desirable.
  • Strong quantitative skills are desirable, including proficiency in Excel, Morningstar Direct, FactSet, Bloomberg, ISS MI's Simfund and other analytical tools.
  • Demonstrated project management experience and expertise involving internal and external personnel is required.
  • The candidate must be comfortable leading discussions about product changes, and voicing concerns or questions.
  • This individual also needs to be detail oriented, possess excellent time leadership skills and have the ability to communicate effectively across all levels of the organization.
Required Years of Experience:
Additional Info:
For more information contact Lynn at
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