Product Development Associate

Location
Naperville, Illinois
Salary
Competitive base and bonus structure.
Posted
Aug 02, 2022
Closes
Sep 01, 2022
Job Function
Other
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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