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