Product Support Analyst

Origin Harbor Capital Solutions; Chicago (IL); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Origin Harbor Capital Solutions in Chicago offers a hybrid Product Support Analyst role within Harbor Services Group. You will support Harbor Capital’s operations and distribution, handling RFPs, data requests, and publishing monthly Factsheets and quarterly reports.

You will collaborate with Marketing, Sales, Distribution Intelligence, Legal/Compliance and Investments to drive growth and client service. The position requires a bachelor's degree, 1–2 years in asset management, and FINRA licenses

Qualifications

• Bachelor's degree required.
• 1–2 years of asset management experience preferred.
• FINRA Series 7, 63, and 24 licenses, or ability to obtain within 12 months.

Responsibilities

• Prepare, quality-check, and publish monthly Factsheets and quarterly reports.
• Coordinate and complete RFPs, DDQs, and RFIs by deadlines.
• Complete product comparison reports and custom analysis within 24 hours.
• Assist with client reports and meeting materials on demand.
• Maintain accurate information in external databases.
• Provide additional support as needed.

Skills

Client-first orientation

Detail-oriented

Strong communication

Team collaboration

Adaptability

Education

Bachelor's degree

Tools

Salesforce

Excel

PowerPoint

ChatGPT

Job description

SummaryThe Product Support Analyst, a member of the Product Support team within Harbor Services Group, supports the operations and distribution efforts of Harbor Capital.Key responsibilities include duties such as completing RFPs and maintaining our RFP database, preparing and publishing monthly Factsheets and Quarterly Reports, running Product Comparison Requests, completing data requests for the organization, and supporting our Model Portfolio business.The analyst will be one of six Product Support team members. Although analysts have significant autonomy in managing their responsibilities, they work collaboratively to support one another and ensure seamless coverage when a team member is out of the office.The Product Support Analyst will work with Harbor’s Subadvisor partners and also partner closely with internal teams such as Marketing, Sales, Distribution Intelligence, Legal/Compliance, and Investments in support of Harbor’s growth and relationship management priorities.Key ResponsibilitiesThe Product Support Team is part of the operational services within Harbor Services Group serving the greater part of the organization, Harbor Capital. The broad responsibilities to the role are as follows: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.Key Behavioral ExpectationsAgility and AdaptabilityDrives for ResultsCommunication and EngagementMinimum QualificationsBachelor’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.Knowledge, Skills & Abilities RequiredDemonstrates professionalism and a strong client/customer-first orientation.Detail-oriented, with the ability to manage multiple priorities and meet deadlines.Excellent organizational, communication and interpersonal skills.Collaborative team player with a positive attitude and the adaptability to thrive in a growing firm.Intellectually curious and committed to continuous learning through both independent development and formal training.Demonstrates sound judgment, integrity and accountability, including a willingness to acknowledge and learn from mistakes.Technologically proficient, with advanced skills in Microsoft Excel and PowerPoint and familiarity with ChatGPT.Experience with Salesforce is a plus.Compensation Pay Range: $65,000 - $85,000, depending on experience.This position is a hybrid opportunity based in our Chicago office. #LI-Hybrid