Product Marketing Analyst

JOB TITLE: Analyst, Product Management

ESSENTIAL FUNCTIONS:

Investment Analytics and Data Management

· Reviewing external sources of portfolio data such as, and not limited to, Morningstar, Fundata, eVestment and other institutional/retail website databases to ensure the information is accurate;

· Becoming a power user of tools such as eVestment, MercerInsight, Morningstar, Eikon, Bloomberg, etc. to generate competitive intelligence and analytics as needed by distribution teams and management;

· Proactively coordinating and working with various departments such as Operations, Technology, Compliance and investment teams to ensure the data required for marketing activities are accurate;

· Creating and maintaining marketing analytics reports for internal stakeholders;

· Building and maintaining custom macros to support reporting and product material updates; and

· Support and complete administrative tasks for the team to ensure processes operate successfully

Product Management and Marketing

· Supporting Product Managers and Marketing in creating and maintaining marketing content and collateral for investment strategies and administrative tasks as required;

· Developing in-depth knowledge of the company and our investment strategies to assist business development activities such as RFPs, collateral for meetings and client requests;

· Collaborate with various distribution channels to enhance business activities

QUALIFICATIONS:

· Post-secondary degree (preferably with an orientation toward business or finance)

· Financial industry experience, especially in asset management, preferred (co-op experience acceptable)

· Accountability and willingness to work independently on repetitive tasks

· Strong organizational skills to prioritize, balance and multi-task multiple internal and external requests

· Demonstrated ability to work in a fast-paced environment with a positive and collaborative attitude

· Effective interpersonal and communication skills with the ability to be both a team player and independent contributor

· Proficient expertise in Microsoft products such as Excel, Word, and PowerPoint required with the ability to create macros and use VBA and/or other programming languages (Python, SQL, etc.)

· Financial industry experience, especially in asset management, preferred

· Progress towards the CFA designation or equivalent preferred

· Willingness to pursue additional industry designations if needed