• Job Description

  Req#: 26-00087
  Overview
  
  Established 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 Responsibilities
  • Produce and maintain scheduled and ad hoc reports related to portfolio holdings, benchmark analysis, attribution, manager performance, peer rankings, and investment characteristics
  • Support client, prospect, and internal requests requiring detailed product and portfolio analysis
  • Drive automation, standardization, and process improvements related to reporting deliverables and data integrity
  • Leverage third-party investment and analytics platforms including FactSet, Bloomberg, eVestment, Morningstar Direct, and related tools
  • Provide technical assistance identifying, evaluating, and improving systems, workflows, and reporting procedures to meet evolving business requirements
  • Partner with Marketing and business stakeholders on content management system administration, data mapping, query development, and process optimization
  • Lead projects and initiatives related to investment product data, reporting workflows, and operational efficiency improvements
  • Analyze current processes and recommend scalable enhancements while balancing existing operational demands and urgent business requests
  
  Required Skills & Experience
  • Bachelor's Degree in Finance, Accounting, Economics, Information Systems, or related field
  • 2+ years of analytical or performance measurement experience within financial services or investment management environments
  • Strong understanding of financial markets, investment products, portfolio construction, fixed income concepts, and performance analytics
  • Advanced Microsoft Excel skills including Pivot Tables, VLOOKUPs, formulas, and macros
  • Experience working with investment systems, data providers, and reporting/analytics platforms
  • Technical aptitude with SQL, Python, VBA, data manipulation, and reporting automation strongly preferred
  • Strong communication skills with ability to interact effectively across investment, marketing, operations, and client-facing teams
  
  Preferred Experience
  • Exposure to investment reporting, attribution analysis, composites, benchmark reporting, and portfolio analytics
  • Experience with enterprise content management systems, workflow automation, and reporting optimization initiatives
  • Industry certifications such as CFA, CIPM, or related designations are a plus
  
  Desired Traits
  • Highly detail-oriented with strong accuracy and personal accountability
  • Ability to manage competing priorities and deliver under tight deadlines
  • Strong organizational skills and ability to balance routine operational tasks with urgent ad hoc requests
  • Service-oriented mindset with strong written and verbal communication skills
  • Critical thinker capable of troubleshooting issues, improving processes, and developing practical solutions in a dynamic environment

• About the company

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