Product Analysis Associate
ORGANIZATION: Respectable Asset Management Firm
LOCATION: New York, NY
COMPENSATION & BENEFITS: Base salary up to $90K, Bonus eligible, Medical and Dental Coverage; Paid Time Off; 401K; well sought after firm culture and more!
KEY RESPONSIBILITIES:
- Provide support to the sales and marketing activities
- Prepare Morningstar Presentation Studio templates quarterly
- Prepare ad hoc competitive analyses
- Download, summarize and distribute industry asset flow information quarterly
- Prepare and distribute competitor reports to sales teams and portfolio managers on a monthly basis
- Produce Morningstar and Lipper ranking report weekly and monthly
- Prepare custom rankings as necessary
- Demonstrate effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others
REQUIREMENTS:
- Bachelor's Degree required
- 1+ years of related experience in the asset management industry
- Knowledge of asset management analytic and data tools (Morningstar Direct, eVestment Analytics, Lipper)
- Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems
- Demonstrate effective interpersonal and communication skills, both verbally and in writing
- Demonstrate close attention to detail
- Able to handle multiple projects and shifting priorities
- Able to organize and prioritize work
- Able to work well in a demanding and fast-paced environment