Product Marketing Analyst

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

The Analyst, Product Management will facilitate the workflow of product materials by preparing and analyzing data and collaborating with internal departments. The Analyst will gain exposure to a wide array of investment strategies and teams, developing broad knowledge of our product offering and translating investment analytics into usable information for colleagues and our clients. This position will be instrumental to the successful growth of investment strategies; it offers an excellent opportunity to refine skills and develop knowledge of investments and product management. This position is most suitable for a candidate seeking an entry-level position in Product Management.

ESSENTIAL FUNCTIONS:

Investment Analytics and Data Management

• Reviewing external sources of portfolio data such as, and not limited to, Morningstar, Fundata, eVestment and other institutional/retail website databases to ensure the information is accurate;
• Becoming a power user of tools such as eVestment, MercerInsight, Morningstar, Eikon, Bloomberg, etc. to generate competitive intelligence and analytics as needed by distribution teams and management;
• Proactively coordinating and working with various departments such as Operations, Technology, Compliance and investment teams to ensure the data required for marketing activities are accurate;
• Creating and maintaining marketing analytics reports for internal stakeholders;
• Building and maintaining custom macros to support reporting and product material updates; and
• Support and complete administrative tasks for the team to ensure processes operate successfully

Product Management and Marketing

• Supporting Product Managers and Marketing in creating and maintaining marketing content and collateral for investment strategies and administrative tasks as required;
• Developing in-depth knowledge of the company and our investment strategies to assist business development activities such as RFPs, collateral for meetings and client requests;
• Collaborate with various distribution channels to enhance business activities