Senior Product Strategy Analyst
Core
Develop subject matter expertise for fixed income, credit alternatives, and public equity strategies to support technical servicing, sales efforts, and client relationship management.
Role type
Senior Product Strategy Analyst
Builds
Sales content (pitchbooks, client updates, RFP responses), market/product updates, and quantitative portfolio/performance analyses for institutional clients.
Domain
Financial Services / Fixed Income / Credit Alternatives / Public Equity
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Financial market analysis, strategic thinking, quantitative portfolio analysis, data fluency, content creation, stakeholder collaboration
Preferred skills
Manager selection/analysis, eVestment Alliance proficiency, CFA designation pursuit
Technologies
Microsoft Office, eVestment Alliance
Responsibilities
Partner with investment teams to identify differentiated strategy features; Create sales content including pitchbooks and client updates; Generate quantitative portfolio and performance analyses; Develop tactics for growing database presence and client positioning; Collaborate with Portfolio Management, Marketing, and Risk teams; Execute ad-hoc management projects
Seniority
Senior, hands-on IC