Global Investment Product Analyst

About the role

The Global Product Analyst program seeks a junior to mid-level analyst with some work experience to join its global teams in Pune. Each analyst owns two remits (a major and a minor) over a two- to four-year period, balancing several responsibilities while mastering a broad skill set and developing a wide understanding of business development in asset management. Analysts present their learnings every six months to the Global Business Development organization, meet regularly with their stakeholders, and can become embedded in the teams they support. After two years, the firm may, depending on performance and needs, place the analyst in a full-time position on their team or elsewhere.

Key responsibilities

• Prepare and maintain marketing presentation materials by gathering market data, portfolio characteristics and performance data to support product messaging.
• Respond to ad hoc inquiries about investment products, portfolios, positioning and asset class views and outlooks.
• Analyze and report on the competitive positioning of investment products and industry trends, supporting product development and commercial efforts.
• Contribute to monthly portfolio performance commentaries and market outlooks, understanding market events and products.
• Attend investment strategy meetings to stay current on strategies.
• Seek ways to use technology for process improvement, presentation standardization and automation.

Required profile

• Bachelor's degree.
• 1-5 years of experience in the financial services industry.
• Intellectual curiosity about finance and investing.
• Team player with strong interpersonal skills, including collaboration, negotiation and consensus building.
• Self-motivated, able to work under pressure and meet tight deadlines.
• Track record of collaboration across time zones, with proactive stakeholder updates.
• Strong communication and writing skills, highly detail-oriented and organized.
• Series 7 FINRA certification or willingness to obtain it; current CFA or progress toward it preferred.

Required skills

• Pulling and analyzing data from multiple systems to drive sales and product positioning ideas.
• Comfort with many technology platforms, including deep familiarity with Excel and PowerPoint.
• Experience with Morningstar Direct and Bloomberg is a plus.
• A marketing sense is a distinct plus.