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    Equities Product Reporting Analyst - Boston, United States - Binding Minds Inc. (Certified Disability Owned Business Enterprise)

    Binding Minds Inc. (Certified Disability Owned Business Enterprise)
    Binding Minds Inc. (Certified Disability Owned Business Enterprise) Boston, United States

    1 week ago

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    Description

    Looking for a Equities Product Reporting Analyst to join our investment client which is one of world's largest independent investment management firms. If you are passionate about markets and have some experience with Equities products and reporting, this is a role for you

    Title: Equities Product Reporting Analyst

    Duration: 6+ Months rolling contract

    Location: Boston, MA days onsite)

    Responsibilities –

    • Partner with Investment Products & Fund Strategies (IPFS) and our Global Relationship Group (GRG) to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines that govern our activities related to marketing and client reporting
    • Develop expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
    • Serve as an internal subject matter expert to the other roles within department
    • Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries
    • Peer reviewing client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc.
    • Take the lead on the production of customized client reporting

    The ideal candidate will possess the following qualifications:

    • Must have bachelor's degree. Major in Finance or Economics preferred
    • About 2 years of experience in either investment management (internship can be counted under experience)
    • Candidates should demonstrate a high level of capital markets/investment/product knowledge
    • The position requires extensive use of internal and external systems and databases and proficiency with MS Word and Excel
    • Equities experience and knowledge is required
    • An MBA or CFA/CMA/CAIA, or progress toward these qualifications is a plus.
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