Investment Product Development Analyst

New York, New York

Social Capital Resources
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Top-Tier Asset Management firm in Midtown, Manhattan is seeking a Investment Product Development Analyst for a permanent position.

Responsibilities:

  • Conducting competitive product analysis, market sizing, financial modeling, and database construction to support strategic decision-making.
  • Construct and maintain financial models to analyze product performance, profitability, and risk metrics.
  • Build and manage databases to organize and extract relevant investment data.
  • Work with data from Morningstar and Evestment databases to support product comparisons and industry benchmarking.
  • Develop and implement analytical frameworks for product evaluation and new investment product development.
  • Conduct competitive product analysis, including gathering insights from third-party sources such as existing databases and competitor product profiles.
  • Perform market sizing and pricing Matrix analysis to assess the advisability of new and existing investment product opportunities.

Qualifications:

  • Bachelor's Degree
  • Strong analytical skills with experience in financial modeling, investment analysis, data analysis, and market research.
  • Familiarity with SQL, Python, or other data analysis tools is an added advantage.
  • Proficiency in data analysis and visualization, with the ability to translate complex data into clear insights.
  • Experience working with Morningstar and Evestment databases is highly preferred.
  • Advanced Excel modeling skills with the ability to manipulate large datasets and create insightful financial models.
  • Knowledge of different types of asset management products, including mutual funds, ETFs, hedge funds, and private equity.
  • Prior experience in investment research, product strategy, or financial analysis is a plus.
Date Posted: 12 May 2025
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