Skip to main content

This job has expired

You will need to login before you can apply for a job.

Senior Associate, Product Analysis & Operations

Employer
AMG FUNDS
Location
Stamford, Connecticut (US)
Salary
Competitive
Closing date
Dec 15, 2022

View more

Job Function
Other
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

AMG Funds is seeking a candidate with approximately 3 to 5 years’ experience who possesses strong investment management knowledge and product research skills for the Product Analysis & Operations (PAO) team based out of Stamford, Connecticut. This position will be primarily responsible for providing product and industry analysis and research for an evolving set of investment vehicles, including mutual funds, SMAs, ETFs, and alternative investments. As a part of the function, the successful candidate will be expected to utilize quantitative skills on large datasets, and effectively communicate the results of their analysis to different audiences. This position supports and is a central resource for various teams across AMG Funds and AMG (NYSE: AMG), including Senior Management, Product Development, Investment Research, and Distribution.

 Principal Responsibilities

  • Provide product and industry analysis and research, including the review of assets, flows, performance, fees, and key industry trends
  • Utilize financial and quantitative tools combined with product and industry analysis to help further our product driven strategy. This includes analyses to help identify product development and timely client sales and retention opportunities, and to strengthen our competitive product positioning in the marketplace
  • Monitor, summarize, and convey key observations and insights
  • Develop and maintain a solid understanding of an evolving set of product vehicles, including traditional mutual funds, SMAs, ETFs, and alternative investments (e.g., hedge funds, tender offer funds, interval funds, non-traded BDCs, non-traded REITs)
  • Provide analysis and support for ad-hoc requests, which are primarily product or industry related
  • Provide guidance and direction to PAO’s Investment Data Management team for ongoing and ad hoc investment-oriented reports, charts, graphs, and data extracts
  • Develop a working knowledge of the diverse array of investment products and managers that are managed, distributed, or serviced by AMG Funds and AMG  

 Skills and Attributes

  • Demonstrates understanding of the investment management business and associated product vehicles, particularly mutual funds, SMAs, and alternative investment vehicles
  • Strong technical skills, particularly Excel. Knowledge of R or Python and SQL is a plus
  • Strong analytical and problem-solving skills
  • Detail-oriented with the ability to prioritize, plan, and take initiative
  • Strong work ethic and displays ownership mindset
  • Thrives in a collaborative and partnership-oriented work environment
  • Communicates effectively and functions productively in both remote and office settings 

 Qualifications and Experience

  • Bachelor’s degree, preferably in Business, Finance, Economics or a related field
  • Around 3-5 years of investment management experience providing product and industry analysis and research, particularly for mutual funds and SMAs; alternative investment vehicles are a plus
  • Progress towards CFA and/or CAIA preferred, but not required
  • Strong Excel skills are required;  experience with R, Python and SQL is a plus
  • Knowledge of investment-related applications (e.g., Morningstar Direct, FactSet, eVestment, ISS (Simfund), Bloomberg) preferred

Company

About AMG Funds
AMG Funds provides access to many of Affiliated Managers Group’s (AMG) boutique investment Affiliates through our family of mutual funds and separately managed accounts. This broad combination of investment products allows us to serve the needs of the financial advisor community and their clients. At AMG Funds, we seek to provide a distinctive array of actively managed, return-oriented investment strategies to help clients achieve their long-term investing goals. AMG Funds LLC is a wholly owned subsidiary and the U.S. retail distribution arm of Affiliated Managers Group, Inc. AMG is a global asset management company with investments in leading boutique investment management firms. For over 20 years, AMG has partnered with these firms using direct equity ownership.

Company info
Website
Telephone
2032993501
Location
680 Washington Blvd
Ste. 500
Stamford
Connecticut
06901
US

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert