Job Title:
Product Analyst
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 1 2022
Expires On:
Jan 10 2023
  • 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.
  • Bachelor's degree.
Minimum 3 years of Financial Services experience.

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:
Salary Range:


Phone #:


Submit Resume:

All contents © copyright Fanning Personnel. All rights reserved.

Powered by: DreamingCode
Join Our Candidate Newsletter
20 Park Plaza, Suite 525
Boston, MA 02116