Global Investment Product Analyst
Core
Junior to mid-level analyst supporting global business development in asset management by preparing marketing materials, analyzing competitive positioning, and responding to product inquiries.
Role type
Junior to mid-level investment product analyst
Builds
Marketing presentation materials, product commentaries, and competitive analysis reports
Domain
Asset management / Financial services
Deliverable
product features
Required skills
Data analysis, Excel, PowerPoint, market data gathering, portfolio performance analysis, competitive analysis, stakeholder collaboration
Preferred skills
Morningstar Direct, Bloomberg, Series 7 FINRA, CFA, technology process automation
Technologies
Excel, PowerPoint, Morningstar Direct, Bloomberg
Responsibilities
Prepare marketing presentation materials with market and portfolio data; Respond to ad hoc inquiries on investment product views and positioning; Analyze competitive positioning and industry trends; Contribute to monthly portfolio performance commentaries and market outlooks; Attend investment strategy meetings; Leverage technology for process improvements and automation
Seniority
Junior to mid-level, 1-5 years experience