Chicago Hybrid Investment Product Support Analyst

Harbor Capital Advisors, Inc.; Chicago (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Harbor Capital Advisors, Inc. in Chicago is seeking a Product Support Analyst to assist Harbor Services Group with operations and distribution efforts.

The role includes completing RFPs, publishing monthly Factsheets and quarterly reports, and supporting the Model Portfolio business. The analyst will collaborate with Subadvisor partners and internal teams such as Marketing, Sales, Distribution Intelligence, Legal/Compliance, and Investments to drive growth and relationship management.

Qualifications

• Bachelor’s degree required.
• A minimum of one to two years of experience in the asset management industry is preferred.
• FINRA Series 7, 63, and 24 licenses, or the ability to obtain the required licenses within 12 months of employment.

Responsibilities

• Prepare, quality-check, and publish monthly FactSheets and quarterly reports by established deadlines.
• Coordinate and complete RFPs, DDQs, and RFIs, according to client requirements and deadlines.
• Complete product comparison reports and custom analysis requests within a 24-hour turnaround time.
• Assist with the preparation of client reports and meeting materials on demand.
• Maintain accurate and current information in external databases.
• Provide additional support in response to client and organizational needs.

Skills

Excel

PowerPoint

Salesforce

ChatGPT

Education

Bachelor's degree

Tools

Salesforce

Job description

Harbor Capital Advisors, Inc. in Chicago is seeking a Product Support Analyst to assist Harbor Services Group with operations and distribution efforts.

The role includes completing RFPs, publishing monthly Factsheets and quarterly reports, and supporting the Model Portfolio business. The analyst will collaborate with Subadvisor partners and internal teams such as Marketing, Sales, Distribution Intelligence, Legal/Compliance, and Investments to drive growth and relationship management.