Fanning Personnel is hiring: Senior Product Analyst in Boston

Asset Management firm in Boston is seeking a Senior Product Analyst to join their ever-growing firm! The Senior Product Analyst will work on product planning, product development, positioning, messaging and execution as well as the reporting and analysis associated with municipal and bank loan products. The individual in this role will need to work effectively with internal and external teams as well as follow all industry and allocation trends.

Position Responsibilities:

• Work with the municipals and bank loans teams on data analysis requests, marketing communications, product planning, positioning, distribution, and other marketing initiatives
• Develop competitive intelligence and other value-add investment analysis to support sales process
• Support development of product and distribution plans
• Work with internal teams concerning public relations, external presentations, webcast content for product coverage, and development and quality control
• Build and support product messaging within pitchbooks, RFP language, and other deliverables
• Work with the marketing teams to evaluate and manage customized presentation requests as well as to perform quality control and review of marketing collateral for product messaging
• Actively participate in preparation of quarter-end deliverables
• Work closely with relationship management and distribution to ensure regular contact with clients and prospects to position the firm's thought leadership to insurers
• Actionable intelligence at the broad market, product and sales specific opportunity levels
• Generate sales specific product comparisons vulnerable competitor analysis and product positioning in the market using third party analytical tools
• Development of value-added statistical analysis to highlight absolute, relative and risk-adjusted performance vs. peers and market indices under various conditions
• Coordinate new product development as appropriate working with product management and the product teams
• Ensure compliance with standard and customized data and presentation requests with the legal teams

Qualifications:

• Bachelor's Degree with 5+ years of experience in investment management
• CFA and/or MBA preferred
• Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, S&P Global Market Intelligence and eVestment
• Keen attention to detail with the ability to pivot between projects and meet their deadlines
• Ability to work in a highly collaborative environment including with high level executives
• Ability to effectively interact with and influence senior level portfolio management, distribution and operating executives

Required Years of Experience:

5

Additional Info:

For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com

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