20 часов назад
Senior Investment Product Analyst
93 933 - 117 535$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Investment Product Analyst (Investment Management): Developing investment product recommendations, competitive positioning, and market insights for mutual funds, ETFs, models, and SMAs with an accent on product strategy, performance attribution, and investor research. Focus on leading cross-functional initiatives, analyzing competitive and market data, and translating investment insights into product launches, client materials, and growth recommendations.
Location: Chicago, United States; hybrid work with four days in-office each week in most locations. Unrestricted right to work in the U.S. is required.
Base salary: $93,933–$117,535 per year
Company
provides investment research, analytics, data, and investment management solutions.
What you will do
- Provide product development, rationalization, enhancement, and market-entry recommendations to Product Managers.
- Research competitive landscapes, investor profiles, markets, distribution channels, and product trends to identify growth opportunities.
- Develop product positioning statements, strategic recommendations, client materials, sales campaigns, and product marketing initiatives.
- Analyze product performance, performance attribution, market data, and industry research to support business and investment decisions.
- Lead 3–4 initiatives and projects autonomously, improving processes and ensuring timely execution against business objectives.
- Collaborate with sales, marketing, account management, distribution, portfolio specialists, investment teams, governance committees, and other stakeholders.
Requirements
- Bachelor’s degree in Business Analytics, Finance, or a related analytical field, or foreign equivalent.
- At least 3 years of relevant investment product analysis experience in investment management, financial product specialization, or a related role.
- At least 2 years of experience with mutual funds, ETFs, models, and Separately Managed Accounts at an asset management firm, including product development or management.
- Experience with research and analytics, asset allocation theories, investment vehicles, performance attribution, and MPT statistics for multi-asset portfolios.
- Experience with Direct, FactSet, Salesforce, Office 365, TAMPs, and/or wealth management platforms.
- Must possess unrestricted right to work in the U.S. in this position.
Culture & Benefits
- Hybrid work environment with regular in-person collaboration and tools for working with global colleagues.
- 401(k) match of up to 100% on the first 6% of salary and potential stock ownership.
- Medical, dental, and vision benefits, HSA contributions, wellness incentives, and disability insurance.
- Trust-based time off, a six-week paid sabbatical, family caregiving leave, and paid parental leave.
- Leadership coaching, formal mentorship, tuition reimbursement, and an annual $1,000 education and well-being stipend.
- Investment holdings must be disclosed to Compliance and may be subject to Code of Ethics and approved-broker requirements.
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