Equity Research Business Analyst/Product Manager, Assistant Vice President
Core
Support the Americas Equity Research Product Manager in overseeing research output quality, coordinating approvals, and planning morning calls to shape how research is delivered and monitored.
Role type
Senior IC product manager (equity research operations)
Builds
Business analytics dashboards and AI-driven automation workflows for research management
Domain
Financial services / Equity research / Capital markets
Deliverable
dashboards & analysis
Required skills
Product management, Business analytics, Project governance, Data analysis, Process optimization, Stakeholder coordination, Documentation management, Regulatory compliance (FINRA), AI/automation adoption
Preferred skills
Equity research workflows, Capital markets operations, Oversight committee experience, Cross-regional collaboration
Technologies
AI tools, Automation platforms, Dashboarding tools
Responsibilities
Monitor research output quality and coordinate approvals; Produce and analyze product metrics for performance assessment; Build and maintain business analytics dashboards; Identify and implement AI-driven automation for reporting workflows; Establish project governance processes; Manage program documentation and meeting records.
