Investment Product Strategy Associate

Key ResponsibilitiesLead data analysis, research, and the creation of compelling presentation materials supporting strategic projects including new product development, product refinement, vehicle expansion, channel/market expansion, go-to-market strategy, and competitive industry analysisApply strategic frameworks and a data-driven approach to deliver recommendations supported by detailed market researchLeverage financial, quantitative, and industry tools to identify product development opportunities and strengthen competitive positioningWork with large volumes of product and industry data across an evolving set of investment vehicles including alternative investments, mutual funds, and separate accountsMonitor, summarize, and articulate key industry trends and insightsQualificationsBachelor's degree, preferably in Finance, Economics, or related field2+ years of professional experience in investment/asset management or wealth managementWorking knowledge of the investment management business, capital markets, and associated investment products and vehicles (mutual funds, ETFs, SMAs, intermittent liquidity vehicles)Working towards CFA and/or CAIA designations a plusCompensation & BenefitsCompetitive compensation. Robust benefits package including comprehensive health and dental, 401(k) match and profit sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.