Job Description
Key Responsibilities Lead data analysis, research, and the creation of compelling presentation materials supporting strategic projects including new product development, product refinement, vehicle expansion, channel/market expansion, go-to-market strategy, and competitive industry analysis Apply strategic frameworks and a data-driven approach to deliver recommendations supported by detailed market research Leverage financial, quantitative, and industry tools to identify product development opportunities and strengthen competitive positioning Work with large volumes of product and industry data across an evolving set of investment vehicles including alternative investments, mutual funds, and separate accounts Monitor, summarize, and articulate key industry trends and insights Qualifications Bachelor's degree, preferably in Finance, Economics, or related field 2+ years of professional experience in investment/asset management or wealth management Working knowledge of the investment management business, capital markets, and associated investment products and vehicles (mutual funds, ETFs, SMAs, intermittent liquidity vehicles) Working towards CFA and/or CAIA designations a plus Compensation & Benefits Competitive compensation. Robust benefits package including comprehensive health and dental, 401(k) match and profit sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.