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

Summary

The 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 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.

Key Behavioral Expectations

Agility and Adaptability Drives for Results Communication and Engagement

Minimum 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.

Knowledge, Skills & Abilities

Demonstrates 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

Why join us

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic.