Product & Business Development Analyst- Private Wealth

Role overview

Responsibilities

• Support product development for private-markets products and solutions distributed through global 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.
• Support sales, advisor/investor support, business and process management, and research projects.

Qualifications

• Bachelor’s degree in Finance, Economics, or Business Administration.
• One to three years of experience in financial services or an asset-management-related field.
• Analytical skills, including market, cost-benefit, and risk analysis; written and oral communication skills.
• Knowledge of investments and financial markets, financial products, and accounting, financial, or investment analysis techniques.
• Interpersonal, planning, and organization skills; ability to work across business functions.
• Experience with Excel, Word, and PowerPoint and aptitude for learning software packages.
• Familiarity with quantitative and qualitative statistical analysis.
• Enrollment in CFA and/or CAIA is helpful.

About the role