Product Analyst

1 month ago


Chicago, United States Advyzon Full time

Company: Advyzon

Role: Product Analyst, Trading & Rebalancing Systems-Financial Services

Type: Hybrid, Full-Time, Direct Hire

Location: Chicago, IL (Hybrid)

Shift hours: Mon-Fri, 8a-5p


About Advyzon

Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

As a Product Analyst focused on Trading and Rebalancing, you will play a pivotal role in the development and enhancement of the Quantum platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field and trading systems, in general.


Primary Responsibilities

  • Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
  • Collaborate with design team to create and refine product feature designs.
  • Assist with testing and reviewing of new features.
  • Conduct market research to identify trends and opportunities.
  • Build documentation and training material related to product updates.
  • Manage feature requests, customer feedback, and user data to inform product decisions.


Skills/Qualifications

  • Strong time management skills to balance multiple projects and/or timelines at once
  • Enthusiastic and passionate.
  • Data analysis and visualization proficiency.
  • Excellent writing and organizational skills.
  • Effective communication and collaboration skills with cross-functional teams.
  • Detail-oriented with excellent problem-solving abilities and resourcefulness.
  • Self-motivated and easily adaptable.
  • 3+ years of experience within the independent advisory business, rebalancing experience a plus.

BENEFITS SUMMARY

• Healthcare coverage starting at $0 out of pocket for individuals

• HSA with annual company contribution ($200/individual, $350/family)

• Vision and Dental offered

• Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)

• $50K life and AD&D coverage at no charge

• 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)

• Unlimited PTO policy


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