Product Development Associate

Naperville, Illinois
Competitive base and bonus structure.
02 Aug 2022
01 Sep 2022
Job Function
Industry Sector
Asset Management
Employment Type
Full Time

Primary Responsibilities:

  • Develop and maintain a suite of automated reporting tools to inform the product development process and analyze the existing product line, with a focus on the following areas:
    • Product performance and characteristics
    • Fee landscape and pricing competitiveness
    • Asset growth and distribution landscape
    • Domestic and International trends
    • Distribution opportunity analysis
  • Collaborate with Product Management & Analytics and Marketing teams to create and update sales collateral.
  • Synthesize industry trends and themes into concise analysis to share with internal partners and provide insights into product development initiatives.
  • Fulfill ad hoc requests from distribution teams and other departments on request for product related inquires, such as product characteristics and creation of ad hoc prospecting materials and sales ideas.
  • Research and understand the global distribution landscape with a focus on multiple product structures, such as open-end mutual funds, closed-end mutual funds, UCITS and Separately Managed Accounts.
  • Provide support to Product Team leadership in developing and updating executive presentations.

 Preferred Qualifications:

  • Bachelor’s degree required preferably in Finance or other related discipline.
  • Minimum 3+ years of work experience, with experience in the asset management industry.  Experience in product roles a plus.
  • Work toward CFA, CAIA or CFP designations. Series 6 and/or 7 licenses required. 
  • Broad investment and industry knowledge, with an understanding of the institutional and retail client needs, market trends and competitive landscape.
  • Ability to develop compelling ideas and messaging to support product suite.
  • High attention to detail with well-developed analytical and problem solving skills. Able to interpret data from analytical software such as Morningstar Direct, Zephyr, Strategic Insights, eVestment Alliance, etc.
  • Team player with client service mindset. Able to also work independently to complete and manage reports, analyses and projects from start to finish. Self-starter with a sense of urgency, personal responsibility, and accountability.
  • Excellent communication and presentation skills with the ability to interact with all levels of the organization.
  • Proficient in Microsoft Word, Outlook, Excel, PowerPoint.
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