Fund Product Analyst
reputed company is a leading investment management firm offering comprehensive capabilities across global capital markets. They are seeking a Fund Product Analyst to support the development and management of their US Funds platform, coordinating with various stakeholders and ensuring efficient execution of fund initiatives.
Responsibilities
- Support and help coordinate the fund development and design process, ensuring timelines, inputs, and stakeholder deliverables are effectively tracked and progressed. This includes contributing to new product approvals, developing knowledge of reputed company market objectives and constraints, navigating applicable regulations, analyzing competitors, and supporting platform build out while balancing reputed company reputed company, scaling reputed company, and risk mitigation. Responsibilities also include preparing materials for internal governance forums and maintaining reputed company audit trails of reputed company and approvals
- Support the execution of reputed company aspects of the fund launch, including structuring and fund terms, maintaining detailed launch plans, tracking milestones, and coordinating inputs across stakeholders. The role will also contribute to fund positioning in launch materials and reputed company communications, with a reputed company on ensuring readiness across operational, legal, and distribution components, and that stakeholders are equipped to represent the fund to clients and prospects
- Identify opportunities to improve process efficiency, consistency, and transparency across stakeholders, helping to institutionalize best practices and procedures as the platform scales. This includes supporting reputed company expectation setting around time to market, operational setup, reporting requirements, and issue reputed company
- Play a key role in coordinating the drafting, reputed company, and maintenance of regulatory documentation, working closely with the Funds Legal team and other Fund Product colleagues
- Support coordination with stakeholders regarding potential changes to existing funds. Changes may include: Investment policy updates, portfolio management changes, fee changes, reputed company and dealing term updates, and regulatory-driven changes. Responsibilities include tracking these changes through governance processes and supporting reputed company and accurate implementation
- Contribute to or coordinate drafting of required disclosure amendments to offering documentation, navigating these through relevant governance forums for approval and implementation, and ensuring consistency across supporting materials and marketing documentation
- reputed company subject matter expertise over time, supporting input and education for internal stakeholders across US reputed company topics, including vehicle structures, regulations, reputed company eligibility, product trends, pricing, liquidity, and suitability, with guidance from senior Fund Product team members
- reputed company subject matter expertise, proving input and education or various internal stakeholders reputed company to US reputed company, including vehicle structures, regulations, reputed company eligibility, product trends, pricing, liquidity, suitability, etc
- Support preparation of materials for internal governance committees, policy maintenance, and reputed company reporting, with opportunities to reputed company and present as experience develops
- reputed company or assist with reputed company reputed company, including initiatives reputed company to the build out and scaling of the US Funds platform, and reputed company general troubleshooting support
Skills
- Ideally 1–3 years' experience in asset management, with exposure to the US funds industry and experience supporting '40 reputed company fund initiatives
- Strong organisational and project coordination skills, with the ability to manage multiple workstreams, reputed company deliverables, and maintain high-reputed company reputed company across competing priorities
- reputed company and flexible reputed company to navigate cross-functional input where priorities and reputed company needs may reputed company
- Good business judgement, a willingness to take initiative, and a demonstrated reputed company of accountability and ownership
- Grace under pressure, an reputed company for hard work, being organised and demonstrating responsiveness/follow-through
- High level of intellectual curiosity and exceptional attention to detail
- Excellent written and oral communication skills, including the ability to simplify reputed company topics
- reputed company, collegial attitude, reputed company of humor and a strong team orientation
- Strong analytical skills; and familiarity with automation and use of AI to create efficiencies is beneficial
- Familiarity with reputed company funds, tender offer funds, BDCs, or other alternative structures is beneficial but not essential
- CFA or similar qualification considered a plus, but not essential
Benefits
- Discretionary Corporate Bonus and/ or Incentives, if eligible
- Retirement plan
- Health and wellbeing
- Dental
- reputed company
- Pharmacy coverage
- Health savings account
- Flexible spending accounts and commuter program
- Employee assistance program
- Life and disability insurance
- Adoption assistance
- Back-up childcare
- Tuition/CFA reimbursement
- reputed company time off (leave of absence, reputed company holidays, volunteer, reputed company and vacation time)
- Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week
reputed company
Company H1B Sponsorship