| Sales Support
The following position is available in this department:
Product Data Analyst
Overall Summary
The Product and Data Analyst will conduct research and analysis for a wide array of investment products to satisfy due diligence requirements and support our sales efforts.
Major Responsibilities
- Provide in-depth portfolio level fundamental and statistical analysis on all investment disciplines offered by Natixis
- Understand distinct features, characteristics & attributes of our investment strategies
- Gather and analyze competitor data and intelligence
- Provide tools and insight necessary for effective positioning of strategies within context of competitive landscape & market environment
- Provide quantitative validation of investment process utilizing style analysis, risk/return analysis, multi-factor attribution etc.
- Build analytically driven investment case to support the sale our products
- Interface with sales teams to articulate ideas, observations and findings derived from analysis
- Provide customized portfolio analysis to financial intermediaries as value add extension of the sales process
- Produce high impact customized analytics designed to provide a holistic, diagnostic view of a client's portfolio
- Use various software tools to evaluate strategic positioning, asset allocation, diversification & risk/return profile of client portfolio
- Quarterly SMA due diligence
- Deliver timely, complete, and accurate due diligence materials on our investment disciplines to research groups at the SMA wrap platforms
- Work with investment affiliates to collect necessary firm level and portfolio level data
- Respond to inquiries from platform research personnel related to a wide variety of investment strategy data
- Quarterly marketing material data delivery
- Provide timely and accurate data for inclusion in wide array of marketing materials, web-based proposal tools, and corporate websites
- Interface with Marketing in delivery and proofing of data used in collateral
- On-going automation project
- Maintain and build new templates for automated data delivery to Marketing and eCommerce
- Identify new opportunities where technology can increase efficiency with which data is delivered
- Deliver time sensitive marketing and investment strategy data to Portfolio Analyst group for use in explaining investment performance, sales training, client support, creation of sales ideas, and product positioning
Experience/Skills Required
- Bachelor’s degree
- Minimum 2 years of financial services experience
- Motivated self-starter
- Very organized and detail oriented
Experience/Skills Preferred
- Familiarity with MPI Stylus, FactSet, Bloomberg, and Morningstar a plus
- Experience with SMA wrap business
- Working towards an advanced degree or CFA
How to apply
In return for your expertise, we offer a salary fully
commensurate with your solid qualifications, a bonus program, and a comprehensive,
flexible benefits package with retirement and 401(k) plans.
For confidential consideration, you may submit your résumé
in one of two ways. Please be sure to indicate salary requirements and reference
the position of interest.
Equal Opportunity Employer. No agencies please.
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