Fund Product Analyst

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services company in New York is seeking a Fund Product Analyst to support investment teams and manage fund performance. The role requires a bachelor's degree in finance or a related field, strong analytical skills, and proficiency in financial modeling and data analysis. Analysts will conduct research, assist in product development, and collaborate with cross-functional teams. This position offers competitive compensation, ranging from $140,000 to $185,000 annually, based on experience.

Qualifications

• Bachelor’s degree in a relevant field; CFA or advanced degree is a plus.
• Strong understanding of fund products and capital markets.
• Experience or coursework in private equity, venture capital, or fund management.

Responsibilities

• Conduct analysis on fund products including performance and structure.
• Support fund product development and lifecycle management.
• Build and maintain financial models and reports.

Skills

Financial modeling

Data analysis

Excel

Communication skills

Market research

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFA or advanced degree

Tools

Excel

PowerPoint

Python

SQL

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Fund Product Analyst position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund management, product development, and alternative investment services.

Actual openings may vary depending on employer focus, including private equity, venture capital, real estate, private credit, and other alternative fund structures.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Fund Product Analysts support investment teams and fund management professionals by analyzing fund products, monitoring fund performance, and assisting with the development and management of fund offerings.

The role blends quantitative analysis, market research, and product strategy to help optimize fund structures, enhance investor reporting, and support portfolio growth. Analysts collaborate closely with portfolio managers, product specialists, and client-facing teams to produce insights that inform fund strategy and positioning.

Key Responsibilities

• Conduct analysis on fund products, including performance, structure, and market positioning
• Support fund product development, enhancements, and lifecycle management
• Build and maintain financial models, dashboards, and reports for fund monitoring and strategy
• Prepare presentations, investor materials, and client communications regarding fund products
• Assist in evaluating fund offerings, including risk/return analysis, fee structures, and investor terms
• Monitor capital flows, market trends, and competitor fund products
• Collaborate with cross-functional teams on portfolio performance reporting and investor requests
• Identify opportunities to improve fund offerings, investor engagement, and operational efficiency

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field; CFA or advanced degree is a plus
• Strong understanding of fund products, capital markets, and private investment vehicles
• Experience or coursework in private equity, venture capital, real estate, private credit, or fund management
• Advanced analytical skills, including financial modeling and data analysis
• Proficiency in Excel, PowerPoint, and financial software; familiarity with Python, SQL, or other analytical tools is a plus
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, client-focused environment
• Interest in fund strategy, product development, and alternative investment solutions

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization
• Guidance on outreach to investment teams and fund managers
• Interview preparation for fund product, analytics, and capital markets roles

To learn more or express interest in fund product and investment roles, visit:
https://www.careerlaunch.ai/