Job Description

Top-Tier Asset Management firm in Midtown, Manhattan is seeking a Investment Product Development Analyst for a permanent position!

Responsibilities:

• Conducting competitive product analysis, market sizing, financial modeling, and database construction to support strategic decision-making.
• Construct and maintain financial models to analyze product performance, profitability, and risk metrics.
• Build and manage databases to organize and extract relevant investment data.
• Work with data from Morningstar and Evestment databases to support product comparisons and industry benchmarking.
• Develop and implement analytical frameworks for product evaluation and new investment product development.
• Conduct competitive product analysis, including gathering insights from third-party sources such as existing databases and competitor product profiles.
• Perform market sizing and pricing matrix analysis to assess the advisability of new and existing investment product opportunities.

Qualifications:

• Bachelor's Degree
• Strong analytical skills with experience in financial modeling, investment analysis, data analysis, and market research.
• Familiarity with SQL, Python, or other data analysis tools is an added advantage.
• Proficiency in data analysis and visualization, with the ability to translate complex data into clear insights.
• Experience working with Morningstar and Evestment databases is highly preferred.
• Advanced Excel modeling skills with the ability to manipulate large datasets and create insightful financial models.
• Knowledge of different types of asset management products, including mutual funds, ETFs, hedge funds, and private equity.
• Prior experience in investment research, product strategy, or financial analysis is a plus.

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