Support the Head of Product Management in providing competitive research, product positioning, and business case development for new offerings and enhancements.
Conduct in-depth market research and competitive analysis.
Leverage third-party data platforms such as Morningstar to identify trends, benchmark performance, and uncover opportunities.
Translate research findings into actionable insights that inform product strategy, positioning, and development.
Support the Product Management team in collaboration with distribution, investments, legal, and marketing teams.
Support strategic planning by delivering market intelligence including market sizing and growth projections.
Develop comprehensive business cases and financial models to support the evaluation and launch of new investment products.

Bachelor's Degree
2+ years of experience working with or supporting retail wealth management business within the Asset Management Industry.
Experience in Product and/or Market Intelligence role in the Asset Management Industry.
Demonstrated experience leveraging Morningstar Direct to conduct competitor analysis.
Financial modeling experience.
Experience in Fixed Income products with Wealth Management focus.
Technical experience with prospectus and financial statements.
Proven ability to succeed in a highly collaborative, cross-functional environment.
Exceptional organizational and analytical skills.
Strong entrepreneurial spirit and courage to drive change.
Excellent written and oral communication skills.
Ability to innovate, think big and develop creative solutions to problems.

Investment Product Associate

Key skills