Market Research and Competitive Intelligence Lead
Core
Shape product strategy and positioning by leveraging competitive insights, industry trends, and client needs to guide fund prioritization and product development.
Role type
Senior strategy-level competitive intelligence and market research lead
Builds
Product and fund positioning strategies, management reporting, and prioritization frameworks
Domain
Asset management / Investment management
Deliverable
product features
Required skills
Competitive intelligence, market research, industry analysis, vendor relationship management, strategic project management, data analysis, product strategy
Preferred skills
Experience in strategy consulting, corporate strategy, or product management, knowledge of data providers (eVestment, Broadridge, Morningstar), talent development
Technologies
eVestment, Broadridge, Morningstar
Responsibilities
Maintain understanding of industry trends, competitor strategies, and regulatory developments; manage relationships with industry research and data vendors; distribute market and competitor insights via reporting and ad hoc communications; support management decision-making through custom analysis; inform product development and fund prioritization; develop frameworks for product launch decisions; partner with Product Managers and Portfolio Advisors on product positioning; contribute to talent development through mentorship
Seniority
Senior, hands-on IC with strategic oversight