Associate
Core
Analyze financial industry surveys and market trends to inform business decisions, support intermediary contract negotiations, and model financial impacts of product lifecycle events.
Role type
Associate financial analyst (data & modeling)
Builds
Data-driven reports, Excel-based automation solutions, and financial impact models for fund managers.
Domain
Financial services / Asset management
Required skills
Financial product structures, intermediary distribution frameworks, advanced market trend analysis, data visualization, Morningstar Direct, VBA, advanced Excel functions, SEC Rule 15c processes, industry benchmarking analytics, quantitative analysis, scenario-based financial modeling
Technologies
Morningstar Direct, VBA, Microsoft Excel
Responsibilities
Analyze financial industry surveys and evaluate market trends; extract, transform, and analyze performance data to generate customized reports; develop and optimize Excel-based automation solutions; support regulatory reporting workflows; apply industry benchmarking analytics to evaluate competitive fee structures; model and forecast financial impacts of product lifecycle events.
Seniority
Entry-level to Mid-level, hands-on IC
