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Investment Product Analyst

Location: Boston, MA
Job Type: Temporary Position
Posted: 08/09/2018

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Job Description

Investment Product Analyst

 

Our financial client in Back Bay, Boston is looking for an Investment Product Analyst to join their team for a long-term, ongoing contract.  In this role you will assist the product management team with gathering and analyzing data of client's investment products.

 

Responsibilities:

  • Work with Investment Product Analyst to respond to questions on products from retail, off-shore and institutional sales channels
  • Assist in the retention of client assets by supporting product-related data inquiries from clients, consultants, professional buyers and financial advisors
  • Support with generating backup for product-related materials including investment profiles, presentations, competitive analysis and attribution letters
  • Aid in finalizing client monthly attribution letters and deliverables
  • Handle compliance submission for marketing materials

 

Requirements:

  • Bachelor’s degree in Business, Finance or relevant discipline
  • 2+ years' experience in investment marketing and communications with focus on data analytics
  • Excellent written and verbal communication, strong organizational and follow-through skills
  • Ability to manage multiple projects simultaneously; highly organized
  • Working knowledge of the following analytical tools: Excel, Morningstar Direct, FactSet, SPAR, and Bloomberg

 

If you are a fit for this role, apply today!


Benefits

As a CM Access employee you'll enjoy an excellent compensation package. Our customizable benefits package includes a variety of medical, dental, and vision options, tenure pay, company matching 401k, direct deposit, weekly payroll and referral bonuses.

APPLY FOR THIS JOB

Clicking opens System One's career portal