Product Insights Analyst

2 weeks ago


York, United States Tripoint Search Full time
  • Location: New York, New York
  • Type: Direct Hire
  • Job #631
  • Salary: $80,000
Product Insights Analyst

Location: New York, NY (Hybrid - Remote)

The Organization: Leading Asset Management Firm

Salary & Benefits: Competitive base salary up to $90K along with a robust Performance-Based Commission structure; daily meal credits; comprehensive Medical, Dental, and Vision Insurance; Transit Benefits; generous Paid Time Off; 401K with an attractive matching program; a well-established firm recognized for its stability, security, and opportunities for career advancement.

Position Overview: We are looking for a Product Insights Analyst to deliver exceptional support for sales and marketing strategies. This position will focus on managing competitive evaluations, performance ratings, and rankings across various initiatives.

Key Responsibilities:
  • Prepare quarterly presentation templates using Morningstar Presentation Studio efficiently
  • Conduct and deliver competitive analyses tailored for Intermediary and RIA Sales
  • Generate comprehensive analyses through integrated and overlapping methodologies
  • Extract and summarize industry asset flow data via Morningstar Direct on a quarterly basis
  • Utilize relevant data and visuals pertaining to firm Funds and Strategies, competitors, indexes, and additional sources to enhance product presentations and marketing materials
  • Compile monthly competitor analysis reports for sales teams and portfolio managers
  • Organize Peer Insight reports for the firm's Funds and products quarterly
  • Prepare weekly and monthly ranking reports from Morningstar and Lipper
  • Utilize eVestment, Morningstar, and Lipper rankings to load and verify firm peer group averages for regular reviews
  • Provide customized rankings as required
Qualifications:
  • Minimum of 1 year of experience in the asset management sector
  • Bachelor's Degree required
  • Proficient in using Morningstar Direct
  • Familiarity with eVestment Analytics, Lipper, and other asset management analytical tools
  • Experience with Confluence and/or Style Analytics is preferred
  • Understanding of statistics, asset management operations, and terminology
  • Desirable proficiency in Power BI as a business intelligence tool
  • Strong skills in Microsoft Office Suite and Adobe products
  • Exceptional attention to detail while meeting deadlines
  • Excellent communication and listening abilities
  • Demonstrated capability to organize and manage a variety of projects
  • Adept at prioritizing multiple tasks under tight deadlines, including high-pressure situations


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