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Product Analysis Associate

  • Location: Nwe York, New York
  • Type: Direct Hire
  • Job #672
  • Salary: $80,000

Product Analysis Associate

ORGANIZATION: Respectable Asset Management Firm


COMPENSATION & BENEFITS: Base salary up to $90K, Bonus eligible, Medical and Dental Coverage; Paid Time Off; 401K; well sought after firm culture and more!


  • 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


  • 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