Product Analyst

OverviewEstablished investment management organization seeking a Product & Systems Analyst to support portfolio analytics, investment reporting, and data management initiatives across the business. This individual will serve as a key product specialist supporting investment strategies, analytics platforms, and reporting systems utilized by investment teams, marketing, and client services.The ideal candidate will bring a blend of investment domain knowledge, technical aptitude, strong analytical capabilities, and the ability to operate effectively within a fast-paced, detail-oriented environment. The team is open to a range of experience levels and is seeking someone with strong work ethic, adaptability, and a collaborative mindset.Core ResponsibilitiesProduce and maintain scheduled and ad hoc reports related to portfolio holdings, benchmark analysis, attribution, manager performance, peer rankings, and investment characteristicsSupport client, prospect, and internal requests requiring detailed product and portfolio analysisDrive automation, standardization, and process improvements related to reporting deliverables and data integrityLeverage third-party investment and analytics platforms including FactSet, Bloomberg, eVestment, Morningstar Direct, and related toolsProvide technical assistance identifying, evaluating, and improving systems, workflows, and reporting procedures to meet evolving business requirementsPartner with Marketing and business stakeholders on content management system administration, data mapping, query development, and process optimizationLead projects and initiatives related to investment product data, reporting workflows, and operational efficiency improvementsAnalyze current processes and recommend scalable enhancements while balancing existing operational demands and urgent business requestsRequired Skills & ExperienceBachelor's Degree in Finance, Accounting, Economics, Information Systems, or related field2+ years of analytical or performance measurement experience within financial services or investment management environmentsStrong understanding of financial markets, investment products, portfolio construction, fixed income concepts, and performance analyticsAdvanced Microsoft Excel skills including Pivot Tables, VLOOKUPs, formulas, and macrosExperience working with investment systems, data providers, and reporting/analytics platformsTechnical aptitude with SQL, Python, VBA, data manipulation, and reporting automation strongly preferredStrong communication skills with ability to interact effectively across investment, marketing, operations, and client-facing teamsPreferred ExperienceExposure to investment reporting, attribution analysis, composites, benchmark reporting, and portfolio analyticsExperience with enterprise content management systems, workflow automation, and reporting optimization initiativesIndustry certifications such as CFA, CIPM, or related designations are a plusDesired TraitsHighly detail-oriented with strong accuracy and personal accountabilityAbility to manage competing priorities and deliver under tight deadlinesStrong organizational skills and ability to balance routine operational tasks with urgent ad hoc requestsService-oriented mindset with strong written and verbal communication skillsCritical thinker capable of troubleshooting issues, improving processes, and developing practical solutions in a dynamic environment