Product Analyst
Core
Provide analytics support to Product Management and client-facing teams for investment strategies, including performance attribution, reporting, and presentation materials.
Role type
Product Analyst (Investment Strategies)
Builds
Standard performance reports, client presentation materials, and performance attribution analyses for investment strategies.
Domain
Capital Markets / Investment Management
Deliverable
dashboards & analysis
Required skills
Microsoft Excel, Microsoft PowerPoint, Capital Markets knowledge, Investment concepts, Data analysis, Report creation, Presentation design
Preferred skills
FactSet, Morningstar, Bloomberg, CFA designation, Coding experience
Technologies
FactSet, Morningstar, Bloomberg, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Create charts and graphs for client service and prospect presentations; Update presentation material and standard performance reports; Conduct analysis on RAFI performance and peer comparisons; Generate performance attributions and ad hoc analytics; Create written commentary on investment strategy performance; Provide analytics support to product managers.