Strategic Relationship Group - Business Analyst
Core
Support product onboarding, research placement, and due diligence for SSIM investment solutions (ETFs, model portfolios, cash, SMAs, direct indexing, alternatives) across intermediary platforms to expand availability and adoption.
Role type
Senior Business Analyst (Asset Management / Intermediary Due Diligence)
Builds
Product onboarding pipelines, research placement lists, and due diligence materials for intermediary platforms.
Domain
Asset Management / Wealth Management / Intermediary Distribution
Required skills
Product onboarding, due diligence processes, intermediary distribution, investment research, platform requirements, model portfolio construction, manager selection frameworks
Preferred skills
ETFs and model portfolios, financial markets, client relationship management, multi-priority coordination, strategic business planning
Technologies
None explicitly stated
Responsibilities
Coordinate ticker-specific onboarding and expansion opportunities; prepare due diligence materials and coordinate responses to client research requests; develop client presentations, investment reviews, and product comparisons; monitor platform developments and competitive activity; support National Account Managers on strategic relationships; contribute to firm-specific strategies to prioritize investment solutions.
Seniority
Senior, hands-on IC