Product Analyst
Employment Info
JOB DETAILS
Requirements
- Bachelor’s degree in a related field
- CFA Level I completed (minimum); progress toward CFA designation preferred
- Strong conceptual, structural, and analytical skills
- Excellent written and verbal communication skills
- Ability to identify key issues in complex topics and articulate insights clearly
- Strong ability to prioritize tasks and manage multiple deadlines
- Collaborative team player who supports shared priorities
- Proficiency in Microsoft Office; strong Excel skills, including Visual Basic for Applications (VBA)
- High proficiency with Bloomberg functionality and analytics
- Strong knowledge of or interest in fixed-income markets and instruments
Responsibilities
- Partner with Portfolio Managers, Client Service Executives, and Product Specialists to deliver quantitative and analytical support to the Client Service and Marketing teams
- Analyze current and prospective portfolios and communicate investment strategy and drivers of relative performance
- Create portfolio reports and analysis for Client Service and Marketing communications
- Address quantitative and analytical requests from Client Service partners
- Deliver statistical data and analytical reporting for internal stakeholders
- Prepare recurring and ad hoc analyses to support Client Service and Marketing priorities
- Produce performance and risk reporting, including key metrics, for external communication
- Prepare monthly and quarterly, as well as other ad hoc market reports for client distribution
- Draft monthly commentaries and provide ongoing portfolio analytics
- Support new and existing business initiatives through request for proposal (RFP) responses and database queries
- Provide client and portfolio analytics to support Product Specialists
- Support ad hoc projects and collaborate closely with cross-functional partners
- Partner across departments to identify opportunities and resolve issues
- Develop internal and external publications, presentations, and reports
- Strengthen presentation skills to speak at small and medium-sized conferences and forums
Desired Qualifications
- 5+ years of relevant experience in asset management is an advantage
- Working knowledge of SQL and Python is a plus
- Progress toward CFA designation preferred
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