PROJECT MANAGER/PRODUCT ANALYST

BOSTON- HYBRID SCHEDULE- 3X A WEEK IN THE OFFICE

Our client is a leading investment management firm dedicated to providing innovative solutions to our clients. We specialize in managing a diverse range of investment products, including mutual funds and exchange-traded funds (ETFs). Our firm is committed to excellence, integrity, and continuous improvement. We are currently seeking a talented Product Analyst to join our team and support process improvements across various business units.

Responsibilities:

Process Improvement:

Identify opportunities for process optimization and efficiency gains within the product management function, collaborating with cross-functional teams to implement enhancements.
Analyze existing workflows and procedures to identify bottlenecks, inefficiencies, and areas for automation.

Product Analysis:

Conduct research and analysis on investment products, including mutual funds and ETFs, to support product development, enhancement, and maintenance efforts.
Monitor industry trends, competitor offerings, and regulatory developments to ensure our products remain competitive and compliant.

Support Business Units:

Provide analytical support to various business units, including marketing, data analysis, legal compliance, and technology, to facilitate informed decision-making and strategic initiatives.
Collaborate with cross-functional teams to address product-related inquiries, resolve issues, and support product launches and marketing campaigns.

Data Analysis:

Collect, analyze, and interpret data related to investment performance, fund flows, market trends, and investor behavior to generate insights and recommendations for product strategy and positioning.
Develop reports and dashboards to visualize key performance indicators and facilitate data-driven decision-making.

Stakeholder Engagement:

Build and maintain effective relationships with internal stakeholders, including portfolio managers, investment analysts, marketers, and technologists, to ensure alignment and collaboration on product-related initiatives.
Act as a subject matter expert on investment products, providing guidance and support to colleagues as needed.

Qualifications:

Bachelor's degree in finance, economics, business administration, or a related field required; Master's degree or CFA designation preferred.
Minimum 5-8 years of experience in product management, investment analysis, or related roles within the financial services industry.
Strong understanding of investment terminology and concepts, with knowledge of mutual funds, ETFs, and other investment vehicles.
Proficiency in data analysis and quantitative methods, with experience using tools such as Excel, SQL, Tableau, or similar platforms.
Excellent analytical and problem-solving skills, with the ability to interpret complex data and make actionable recommendations.
Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and influence stakeholders at all levels of the organization.
Detail-oriented with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

Project Manager / Product Analyst

Sorry, this position is filled.