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Global Investment Product Analyst
mid · Asset Management
About the Global Investment Product Analyst Program:
The Global Product Analyst program is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a “major” and “minor”) across a two to four-year period. Balancing multiple responsibilities requires the analyst to master a broad skill set, have a wide understanding of business development in asset management, and complete projects that are critical to the success of the group, department or firm. On a biannual basis, the analyst will present learnings and contributions to the broader Global Business Development organization. Analysts will meet with their major and minor stakeholders regularly to collaborate on their responsibilities and will have the opportunity to become embedded in the teams they are supporting. After successfully completing two years in the program, the firm has the option based on performance and personnel needs to place the analyst in a full-time position on the team they are supporting or in other areas in which the analyst expresses interest and where there is skills alignment. Throughout the program, the program sponsors invest in the analysts’ growth through intensive training, development opportunities, and mentorship. A non-exhaustive list of potential major and minor remits include: the various asset class business development teams, Request for Proposal, Client Response Center, Product Strategy and Development, and vehicle teams (ETF, SMA, etc).
Specific responsibilities may include but are not limited to:
- Prepare and maintain marketing presentation materials: gather market data, portfolio characteristics, performance data, etc. to support product messaging across investment products
- Respond to ad hoc inquiries and requests for investment product views, portfolio attributes, and current positioning across products, as well as our firm’s asset class views and outlooks
- Analyze and report on the competitive positioning of our investment products as well as industry trends; help support our product development and commercial efforts
- Contribute to monthly portfolio performance commentaries and market outlooks. This involves an understanding of market events and investment products
- Attend relevant investment strategy meetings to stay current on investment strategies
- Actively seek ways to leverage technology for process improvements, presentation standardization, and automation
Job Qualifications & Key Attributes
The ideal candidate should have:
- Bachelor’s Degree
- 1-5 years of experience in the financial services industry
- Knowledge of and intellectually curious about finance and investing
- Must be very comfortable pulling and analyzing data from multiple systems and using data to drive sales and product positioning ideas
- Comfort working with many technology platforms, including a deep familiarity with Excel and PowerPoint. Experience with systems such as Morningstar Direct and Bloomberg a plus
- A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building. Highly motivated self-starter
- Ability to work effectively under pressure, adhering to tight deadlines and maintaining strategic relationships with internal partners and a demonstrated track record of collaboration across time zones with bias to proactively updating stakeholders
- Excellent communication skills, Strong writing skills, highly detail-oriented and organized
- Series 7 FINRA certification or willingness to obtain
- Current CFA or progressing towards preferred
- Creativity and a marketing “sense” is a distinct plus