Key Responsibilities:
- Analyze data and prepare presentations for product development and other product-related meetings for senior management group
- Monitor competitive landscape and prepare intelligence regarding how key industry competitors are positioned from product, performance and marketing perspective (e.g. direct performance comparisons, marketing activities, market share movements, new products)
- Prepare information for the funds’ Board of Trustees, including new product memos and proposed fund actions
- Work with internal and external counsel to prepare, review fund related documentation, including prospectuses and other documents, to support and expand the business
- Coordinate onboarding of third parties, including sub-advisors, listing exchanges, index providers, data providers, and other entities to support product launches and existing products
- Assist with supporting relationships with key external partners including sub-advisors, listing exchanges, index providers, market data vendors, back office providers and other service providers to stay informed of key developments that may impact the products or uncover potential enhancements
- Maintain consistent and ongoing communication with internal departments, including operations, sales, research, marketing, capital markets, legal, compliance, and fund administration
- Assist with the alignment of product, marketing, and research responsibilities and management of inter-dependencies for new ETFs launches and fund changes
- Assist research, marketing, and sales teams to support sales and marketing initiatives designed to promote products
- Assist qualitative and quantitative fund analysis to support fund positioning across distribution channel(s)
Qualifications:
- Bachelors degree, preferably with a concentration in Finance, Economics, or other quantitative discipline
- At least 2 years of experience working in the financial services industry. Direct experience in working with ETFs, mutual funds, or other 1940 Act products is a plus.
- Excellent data analysis skills, with ability to synthesize and present information
- Demonstrated presentation skills to deliver material to the fund Board and other internal constituents
- Ability to write succinct memos and presentations to gain internal support of product ideas and initiatives
- Advanced Excel and PowerPoint Skills
Additional Desired Skills & Experience:
- Industry Certification: NASD Series 7 Or 63 License, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation is a plus, as is pursuit of any of those certifications
- Experience with sustainable investing is a plus
- Ability to work independently as well as working under deadline pressure
- Exceptional quantitative and qualitative skills
- Strong verbal and written communication skills
- Ability to work on multiple projects at once and meet established deadlines
- Proven experience in a product development and/or product management role
- Experience working within an organization distributed across geographic locations
- Experience with fund analytical databases, such as Bloomberg, Morningstar Direct
- Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures
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