The Product Analyst will provide both qualitative and quantitative information in various questionnaires, databases, and templates for an array of investment products to satisfy due diligence requirements of our sponsor firms and to support our sales efforts.
Responsibilities
- Coordinate with Sales and affiliate teams on accurate and timely completion of RFPs and RFIs.
- Respond to inquiries from prospective and existing clients, and plan sponsor research analysts utilizing the responses in our RFP database, our affiliates’ RFP databases and from internal subject matter experts.
- Deliver daily performance and competitor reports to internal groups.
- Understand the multi-affiliate organizational structure and develop knowledge of the investment strategies offered by Natixis and its affiliated investment managers
- Coordinate with Sales on deadline expectations and ensure all requested materials are completed in an accurate and timely manner.
- Utilize third-party and proprietary software and provide accurate and timely updates to departments on marketing materials, web-based tools, and corporate websites.
- Identify new opportunities where technology can increase the efficiency in which data is delivered.
Qualifications
- Bachelor’s degree required. Advanced degree preferred
- Minimum 3 years of financial services experience
- Motivated self-starter
- Organized and detail oriented
- Excellent writing and communication skills
- Familiarity with Morningstar Direct & Seismic
- Experience with mutual funds, ETFs and institutional separate accounts
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