Investment Product Associate - 24411

Investment Product Associate – Investment Management – Boston, MA

We are seeking candidates for an Investment Product Associate position with a highly successful investment management firm located in Boston, MA. This position is a junior level role that is focused on gathering and analyzing data for the Product Management team. The ideal candidate will have 1+ years of experience with investment marketing and communications, preferably within financial services.

This is a 12+ month contract that will pay $25-28/hr (depending on experience) within a 40-hour workweek. This position is required to be onsite 3 days/wk in the Boston office.

Responsibilities:

• Work with Investment Product Analyst to respond to questions on the client’s products from Global Distribution sales including the retail, off-shore and institutional sales channels
• Assist in the retention of client assets by supporting product-related data inquiries from clients, consultants, professional buyers and financial advisors
• Support with generating the backup for product-related materials including investment profiles, presentations, competitive analysis and attribution letters
• Aid in finalizing client monthly attribution letters and deliverables
• Assist with other ad-hoc duties as requested
  
  

Qualifications:

• Bachelor’s degree or equivalent business experience
• 1+ years of experience in investment marketing and communications, with focus on data analytics
• Strong organizational and follow-through skills
• Excellent written and verbal communications skills
• Proven ability to organize and multi-task
• Strong knowledge of the following analytical tools recommended: Excel, Morningstar Direct, FactSet, SPAR, and Bloomberg
  
  

If you are interested in learning more about this opportunity, please email your resume to Olivia at [email protected].