Product Analysis Associate
Location: New York, NY (Hybrid – Remote)
The Organization: Top-Ranked Asset Management Company
Salary & Benefits: Base salary up to $90K and generous Performance Based Commission; daily Seamless credit; Medical, Dental and Vision Coverage; Transit Program; generous Paid Time Off; 401K w/ very competitive match program; noted firm with historical stability, security and career growth.
Summary: Seeking a Product Analysis Associate to provide excellent support with sales and marketing initiatives. This role will be responsible for overseeing the competitive analyses, ratings, and rankings of various activities.
Key Responsibilities:
- Develop quarterly Morningstar Presentation Studio templates in a timely manner
- Organize and provide ad hoc competitive analysis focused on competitors for Intermediary and RIA Sales
- Cultivate detailed analyses through blended and overlapped methods
- Highlight industry asset flow information via Morningstar Direct by downloading, summarizing and distributing information on a quarterly basis
- Utilize data and graphics that relate to firm Funds and Strategies, peers, indexes and other sources to aid in product presentations and marketing documents
- Execute monthly competitor reports to sales teams and portfolio managers
- Organize Peer Insight reports for the firm’s Funds and products on a quarterly basis
- Weekly and monthly prepare Morningstar and Lipper ranking reports
- Through the use of eVestment, Morningstar and Lipper rankings, load and check firm peer group averages for quarterly and monthly reviews
- Provide custom rankings on a as needed basis
Requirements:
- 1+ years of experience in the asset management industry
- Bachelor’s Degree
- Must be able to utilize Morningstar Direct
- Familiarity with eVestment Analytics, Lipper and other asset management analytics tools
- Ability to use Confluence and/or product of Style Analytics is preferred
- Knowledge of statistics, asset management operations and terminology
- Proficiency with Power BI as a business intelligence tool is highly desirable
- Proficient in Microsoft office products and Adobe
- Maintain a high level of attention to detail while ensuring deadlines are met
- Exceptional communication and listening skills
- Proven ability to organize and manage a diverse range of projects
- Capable of prioritizing multiple tasks with competing deadlines (at times in high-pressure situations)
