Product Support & Reporting Analyst — Hybrid Chicago

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

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