PRODUCTS ANALYST II | INVESTMENT PROJECTS
Core
Manage investment projects and initiatives, ensuring delivery quality, timeline adherence, and optimal business return by acting as a Product Owner/Project Manager.
Role type
Product Owner / Project Manager (Investment Projects)
Builds
Investment project deliverables and commercial production dashboards
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Project management, stakeholder alignment, risk mitigation, SQL, Tableau, data-driven decision making
Preferred skills
Python, GenAI tools, investment product knowledge, regulated environment experience
Technologies
SQL, Tableau, Python, GenAI
Responsibilities
Organize project plans, phases, and deliverables; align with stakeholders (Tech, UX, Legal, Business); map and mitigate risks; maintain project governance; monitor advisor performance via dashboards; cross-reference data for performance visibility; support impact analysis for prioritization.
Seniority
Mid-level, hands-on IC