What are the responsibilities and job description for the Product Analyst position at Fanning Personnel?
Product Analyst - BOSTON BASED INVESTMENT FIRM
A highly regarded investment management firm is seeking to add to their robust product and portfolio construction team.
The Analyst is be responsible for supporting both the product and portfolio construction functions including the follow key responsibilities;
- Development and upkeep of the product investment reporting library
- Lead design and design various portfolio construction and competitive analyst and support product development.
- Oversee and Utilize analytical vendors including Morningstar, FactSet and Bloomberg
- Strong understanding of the asset mgmt industry,
- Experience with Morningstar Direct, Excel A MUST HAVE
2 years of experience within Financial Service, progress towards the CFA or CAIA a plus
A full suite of benefits