Product Marketing Analyst

About the Role

This is an entry-level position designed for individuals eager to develop their career in investment product management and analytics. The role involves supporting the workflow of product materials by preparing and analyzing data, collaborating with various internal departments, and gaining exposure to a broad spectrum of investment strategies. The successful candidate will assist in translating complex investment analytics into actionable insights, contributing to the growth and success of the company's investment offerings. This position offers a valuable opportunity to build foundational skills in financial analytics, product management, and client engagement within a dynamic and fast-paced environment.

Key Responsibilities

• Reviewing external sources of portfolio data such as Morningstar, Fundata, eVestment, and other institutional and retail databases to ensure data accuracy.
• Becoming a power user of analytical tools like eVestment, MercerInsight, Morningstar, Eikon, and Bloomberg to generate competitive intelligence and insights for distribution teams and management.
• Collaborating with departments such as Operations, Technology, Compliance, and Investment teams to ensure marketing activities are supported by accurate data.
• Developing and maintaining marketing analytics reports for internal stakeholders, supporting the creation of marketing content and collateral for investment strategies.
• Building and maintaining custom macros and supporting administrative tasks to ensure smooth operational processes.
• Assisting in developing in-depth knowledge of the company's investment strategies to support business development activities, including RFPs, client meetings, and requests.
• Collaborating with various distribution channels to enhance overall business activities, ensuring alignment with strategic objectives.

Requirements & Tech Stack

• Proficiency in Microsoft Office suite, especially Excel, Word, and PowerPoint.
• Ability to create macros and utilize programming languages such as VBA, Python, or SQL.
• Experience with analytical tools: eVestment, MercerInsight, Morningstar, Eikon, and Bloomberg.
• Experience with external data sources: Morningstar, Fundata, eVestment.

Qualifications

• Post-secondary degree, preferably with a focus on business, finance, or related fields.
• Prior experience in the financial industry, particularly in asset management, is preferred but not mandatory; co-op experience is considered valuable.
• Strong organizational skills, accountability, and a willingness to work independently on repetitive tasks.
• Effective interpersonal and communication skills.
• Progress towards the CFA designation or similar industry credentials is considered an asset.
• Willingness to pursue additional certifications is encouraged.