Product Marketing Analyst

About the Role

This position is most suitable for a candidate seeking an entry-level position in Product Management. The Analyst will facilitate the workflow of product materials by preparing and analyzing data and collaborating with internal departments. The Analyst will gain exposure to a wide array of investment strategies and teams, developing broad knowledge of our product offering and translating investment analytics into usable information for colleagues and clients. This position will be instrumental to the successful growth of investment strategies; it offers an excellent opportunity to refine skills and develop knowledge of investments and product management.

Key Responsibilities

Investment Analytics and Data Management

• Reviewing external sources of portfolio data such as, and not limited to, Morningstar, Fundata, eVestment and other institutional/retail website databases to ensure the information is accurate.
• Becoming a power user of tools such as eVestment, MercerInsight, Morningstar, Eikon, Bloomberg, etc. to generate competitive intelligence and analytics as needed by distribution teams and management.
• Proactively coordinating and working with various departments such as Operations, Technology, Compliance and investment teams to ensure the data required for marketing activities are accurate.
• Creating and maintaining marketing analytics reports for internal stakeholders.
• Building and maintaining custom macros to support reporting and product material updates.
• Support and complete administrative tasks for the team to ensure processes operate successfully.

Product Management and Marketing

• Supporting Product Managers and Marketing in creating and maintaining marketing content and collateral for investment strategies and administrative tasks as required.
• Developing in-depth knowledge of the company and our investment strategies to assist business development activities such as RFPs, collateral for meetings and client requests.
• Collaborate with various distribution channels to enhance business activities.

Requirements & Tech Stack

• Morningstar
• Fundata
• eVestment
• MercerInsight
• Eikon
• Bloomberg
• Macros