MARKET INTELLIGENCE / COMPETITOR ANALYSIS / MUTUAL FUND ANALYSIS / PEER GROUP COMPARISONS...
Please see following bullet points on the role.
- Funds and Competitor Products Analysis and Report Generation
- Market Bulletins : (fund launches, strategy/objective/team change, competitor roadshows, competitor advertising campaigns)
- Develop and deliver customer insight and research studies to support understanding of customer needs
- Manage relationships with external database providers. Ensure our funds are appropriately represented in industry rankings, ratings and awards
- Experience with Bloomberg, Morningstar Direct, Lipper
Skills, Knowledge and Experience
· Strong analytical and writing skills.
· Excellent statistical analysis skills.
· Ability to gather, extract, interpret and present data from numerous sources.
· Ability to manage multiple projects simultaneously under time pressure and with accuracy.
· Ability to work independently and proactively.
· Deep knowledge of the mutual fund industry and the competitive landscape.
· IMC or CFA Candidate ideally, or willingness to work towards.