Product & Business Development Analyst- Private Wealth

Role summary

Responsibilities

• Support development of private-markets products and solutions for global retail and high-net-worth wealth and investment platforms.
• Research prospective products and clients, assess feasibility, and build business cases.
• Manage product-development, business-development, and sales trackers and project plans.
• Assist with marketing materials and management reporting materials.

Skills and qualifications

• Bachelor’s degree in Finance, Economics, or Business Administration and 1–3 years of experience in financial services or asset management.
• Analytical skills for market, cost-benefit, and risk analysis; communication skills for preparing and presenting to clients.
• Knowledge of investments, financial markets, and private assets, including private credit, private equity, real assets, private placements, and multi-asset solutions.
• Interpersonal, planning, and organization skills to work across teams and support new-product rollouts.
• Working knowledge of investment or financial markets, financial products, and accounting, financial, or investment analysis techniques.
• Experience using Excel, Word, and PowerPoint, with aptitude for learning software; statistical analysis familiarity is helpful.
• CFA and/or CAIA enrollment is helpful; candidates are expected to show flexibility, creativity, and initiative.

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