Global Investment Product Analyst
On-sitePune, Maharashtra, India
Job Summary
Prepare and maintain marketing presentation materials by gathering market data, portfolio characteristics, and performance metrics to support product messaging. Respond to ad hoc inquiries regarding investment product views, portfolio attributes, and firm asset class outlooks. Analyze competitive positioning of investment products and industry trends to support product development and commercial efforts. Contribute to monthly portfolio performance commentaries and attend investment strategy meetings to stay current on market events. Actively seek ways to leverage technology for process improvements, presentation standardization, and automation. Present learnings and contributions to the broader Global Business Development organization on a biannual basis while collaborating regularly with major and minor stakeholders.
Required Qualifications
- Bachelor's Degree
- 1-5 years of experience in the financial services industry
- Knowledge of and intellectually curious about finance and investing
- Must be very comfortable pulling and analyzing data from multiple systems and using data to drive sales and product positioning ideas
- Comfort working with many technology platforms, including a deep familiarity with Excel and PowerPoint
- Series 7 FINRA certification or willingness to obtain
- Current CFA or progressing towards preferred
- Pune, India
Desired Qualifications
- Experience with systems such as Morningstar Direct and Bloomberg a plus
- A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building
- Highly motivated self-starter
- Ability to work effectively under pressure, adhering to tight deadlines and maintaining strategic relationships with internal partners and a demonstrated track record of collaboration across time zones with bias to proactively updating stakeholders
- Excellent communication skills
- Strong writing skills
- highly detail-oriented and organized
- Creativity and a marketing 'sense' is a distinct plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.