US Wealth Product Analyst

Nomura; Philadelphia (Philadelphia County); On-site; USD 100,000 - 115,000; Full time

Job summary

Nomura in Philadelphia seeks a US Wealth Product Analyst to support the development and management of wealth product initiatives. You will conduct research, analyze data, and prepare insights to guide decisions across mutual funds, ETFs, SMAs/WRAP models, and related funds.

This role requires 2–4 years of analytical experience in financial services, strong Excel/PowerPoint skills, and the ability to coordinate with Legal, Compliance, Distribution, and Marketing to implement product actions.

Qualifications

• Bachelor’s degree in Business Analytics, Finance, Marketing, or a related field
• 2-4 years’ experience in product management, project management, or a related analytical role within the financial services industry
• Knowledge of mutual funds, ETFs, and SMAs/WRAP models; basic understanding of interval funds, closed-end funds and BDCs
• Strong research and analytical abilities with proficiency in Excel and PowerPoint
• Familiarity with industry programs including Morningstar and similar platforms
• Effective written and verbal communication with stakeholders across the organization
• Ability to work collaboratively in a team with strong organizational skills
• Self-motivated with proactive problem-solving and learning
• Ability to manage multiple projects and meet deadlines
• Understanding of wealth management distribution channels preferred

Responsibilities

• Support strategic and tactical product initiatives by conducting research, gathering data, and preparing analysis to inform product decisions
• Assist in evaluating benefits, risks, and opportunities associated with funds and WRAP models
• Assist in coordinating implementation with Investment Management, Legal, Compliance, Distribution, and Marketing
• Create routine and non-routine presentations for senior leadership
• Provide analytical support for product-related business activities and projects
• Conduct market research on product trends, competitive positioning, and regulatory developments affecting wealth management products
• Assist in tracking product metrics, flows, performance data, and market share across product categories
• Support the development of dashboards and reports using industry-standard platforms

Skills

Excel

PowerPoint

Research and analytical abilities

Written and verbal communication

Team collaboration

Education

Bachelor’s degree in Business Analytics, Finance, Marketing, or a related field

Tools

Morningstar

Job description

Job Title: US Wealth Product Analyst

Corporate Title: Associate

Department: Product Development

Location: Philadelphia

Pay Range: $100,000 to $115,000 per year* (see footnote for additional compensation and benefits).

Role Description

We are seeking a talented Product Analyst to join our dynamic US Wealth Product Development and Management team. The Product team serves as champion of new product ideas and product actions, facilitating analysis from concept to implementation, ensuring alignment with market demand, regulatory trends and strategic business objectives.

In This Dynamic Role, You Will

• Support strategic and tactical product initiatives by conducting research, gathering data, and preparing analysis to inform product decisions
• Assist in evaluating the benefits, risks, and opportunities associated with new or existing products across mutual funds, ETFs, SMAs/WRAP models, interval funds, closed‑end funds, and BDCs
• Assist in coordinating implementation efforts by engaging key areas of the firm including Investment Management, Legal, Compliance, Distribution, and Marketing
• Create routine and non‑routine presentations for senior stakeholders and leadership
• Provide analytical support for product‑related business activities and projects
• Conduct market research on product trends, competitive positioning, and regulatory developments affecting wealth management products
• Assist in tracking product metrics, flows, performance data, and market share across product categories
• Support the development of dashboards and reports using industry‑standard platforms

Skills, Experience, Qualifications And Knowledge Required

• Bachelor’s degree in Business Analytics, Finance, Marketing, or a related field
• 2-4 years’ experience in product management, project management, or a related analytical role within the financial services industry, ideally with exposure to asset management or wealth management
• Knowledge of or interest in mutual funds, ETFs, and SMAs/WRAP models, with basic understanding of interval funds, closed‑end funds and BDCs being a plus
• Strong research and analytical abilities with proficiency in Excel and PowerPoint
• Familiarity with standard industry programs and eagerness to learn and apply new technologies, AI tools, and digital platforms, including Morningstar, and similar platforms
• Effective written and verbal communication skills with the ability to interact professionally with various stakeholders across the organization
• Ability to work collaboratively in a team environment with attention to detail and strong organizational skills
• Self‑motivated with a proactive approach to problem‑solving and learning
• Ability to manage multiple projects simultaneously with ability to meet competing deadlines
• Understanding of wealth management distribution channels and advisor needs preferred

Nomura Leadership Behaviours

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Compensation and Benefits

Base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job‑related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign‑on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired in the U.S., employee will be in an "at‑will" position and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Nomura is an Equal Opportunity Employer