Structured Investment Product Analyst (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Structured Investment Product Analyst (Fintech): Supporting alternative investment offerings and structured notes for advisors and internal stakeholders with an accent on market insight and analytical rigor. Focus on developing educational content, analyzing trade flows, and integrating structured investments into financial plans.
Location: Boston, Massachusetts
Salary: $107,700–$141,300
Company
is a purpose-driven financial services organization focused on providing long-term impact and strategic growth.
What you will do
- Serve as a subject matter expert on structured investments, communicating market opportunities to advisors and partners
- Support advisor education by connecting product structures to real-time market conditions and client objectives
- Develop and enhance educational content and tools for structured investments
- Partner with trading, operations, compliance, legal, and finance to ensure compliant execution and onboarding
- Analyze and reconcile trade flows and data to support accuracy and scalability
- Apply portfolio management insight to help advisors integrate structured investments into broader financial plans
Requirements
- Bachelor’s Degree
- 2+ years of experience with investment solutions in the insurance/financial services industry
- Series 7 license (required at time of application or within 90 days of start date)
- Strong relationship skills and ability to operate in a fast-paced broker-dealer environment
- Clear and confident written and verbal communication skills
Culture & Benefits
- Clear areas of ownership and accountability connected directly to customer outcomes
- Collaborative environment that welcomes diverse perspectives
- Access to learning, development, and internal networks for continuous growth
- Employee-led communities and forums that foster connection and inclusion
- Culture grounded in integrity, responsibility, and stewardship
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