Job Title:
Product Analyst
Job Code:
7017
Job Category:
Investment Management
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 1 2022
Expires On:
Jan 10 2023
Responsibilities:
- Understand the firm's organizational structure and become knowledgeable about the investment strategies offered by the firm and its affiliated investment managers.
- Assist with the production of data for separately managed accounts and multi-asset portfolios.
- Assist with design and implementation of a centralized product data repository.
- Complete RFPs and RFIs for new and existing client relationships.
- Contribute to and support the development of new content for growing our RFP database, which includes the ability to craft narratives around sophisticated concepts.
- Respond to inquiries from prospective clients, existing clients, plan sponsors and research analysts.
- Using a variety of analytical software and other tools, deliver accurate, timely, and complete due diligence materials to research groups at our sponsor firms.
- Maintain and expand automated templates as part of an ongoing project to boost the efficiency of data reporting.
- Identify new opportunities where technology can increase the efficiency for both data production and reporting.
Qualifications:
- Bachelor's degree.
Motivated, organized, and detail oriented.
Proficient with Microsoft Excel. Though not required, familiarity with industry software including Morningstar Direct, FactSet, Bloomberg, Seismic, Tableau/data visualization tools, Qvidian.
Detailed understanding of separately managed accounts and multi-asset portfolios.
Proficient with technology and data; ability to streamline and automate processes.
Excellent writing, communication, time management, multi-tasking, and problem-solving skills.
Required Years of Experience:
3
Salary Range: