Entry-Level Investment Analytics & Product Marketing

Search Solution Group; Charlotte (NC); On-site; USD 52,000 - 64,000; Full time

Job summary

Search Solution Group is seeking an entry-level Analyst, Product Management to support the workflow of product materials by preparing and analyzing data and collaborating with internal departments. The role offers exposure to a wide array of investment strategies and translates analytics into information for colleagues and clients.

This position is ideal for someone pursuing an entry-level path in product management and investments, with opportunities to contribute to marketing collateral, RFP

Qualifications

• Interest in product management and investments
• Strong data management skills
• Ability to collaborate with multiple departments to meet marketing needs

Responsibilities

• Review external sources of portfolio data for accuracy (Morningstar, eVestment, etc.)
• Use tools to generate analytics for distribution teams and management
• Coordinate with Operations, Technology, Compliance and investment teams
• Create and maintain marketing analytics reports for internal stakeholders
• Build and maintain macros to support reporting and product material updates
• Support administrative tasks to keep processes running smoothly
• Assist Product Managers and Marketing with collateral for investment strategies and client requests

Skills

Data analysis

Excel

Collaboration

Investment knowledge

Tools

Morningstar

eVestment

MercerInsights

Bloomberg

Eikon

Job description

Search Solution Group is seeking an entry-level Analyst, Product Management to support the workflow of product materials by preparing and analyzing data and collaborating with internal departments. The role offers exposure to a wide array of investment strategies and translates analytics into information for colleagues and clients.

This position is ideal for someone pursuing an entry-level path in product management and investments, with opportunities to contribute to marketing collateral, RFP