Senior Product Analyst - Institutional

  • Not Specified
  • Atlanta, GA, USA
  • Permanent, Full time
  • Invesco
  • 09 Nov 18

Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the

Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.
(*As of December 31, 2017)

 

  

Job Purpose (Job Summary)

As a key component of the Product Strategy and Investment Services department, Americas Product & Market Research (APMR) is responsible for providing product, market, and competitive insight to internal business areas across the firm.  APMR provides in-depth product research and analysis to enhance business development opportunities in North America.  The group also provides market intelligence to support product development/ rationalization efforts and strategic product line initiatives.  Furthermore, APMR supports product positioning efforts through careful analysis of the competitive marketplace.  APMR works with a wide array of internal clients including the Invesco Board, Legal/Compliance, Sales, Marketing, and the various investment teams.

The Senior Product Analyst for the Americas Product & Market Research unit will participate in a variety of investment product-related research projects and initiatives.  Responsibilities for the role include, but are not limited to, the following:

? Provide competitive intelligence and market insights to various internal business partners
? Support North American institutional distribution channels in product-related inquiries
? Maintain/develop production of selected recurring reports
? Proficient use of third-party databases and research tools
? Participate on special projects as needed

 

Key Responsibilities / Duties:  

  • Provide competitive intelligence to various internal business partners
  • Become a lead point-person for Product Managers and Client Portfolio Managers in identifying and tracking key competitors and uncovering potential takeover opportunities

  • Assists Invesco?s North American product development efforts by providing research on peer group construction, historical performance, and pricing-related information

  • Supports Invesco?s strategic planning efforts by producing analysis on overall competitive position and strengths/weaknesses of specific products

  • Develop and share insights on industry trends affecting the institutional channel

  • Works with the Investment Readiness team on investment strategy-related projects as required

  • Support the North American institutional distribution channel in product-related inquiries

  • Supports North American Institutional sales efforts through direct and indirect product work including developing and maintaining internal reports on products and trends as well as conducting insightful competitive intelligence highlighting product strengths and weaknesses

  • Serve as a primary point of contact for thorough information related to investment performance, process, positioning, and characteristics

Typical examples include:

  • Assisting in competitive or complementary sales efforts through ad hoc analysis

  • Work directly with sales professionals in the development of supporting materials and information

  • Assist with product-related questions on Requests for Proposals (RFPs)

  • Maintain production of selected recurring reports:

  • Manage and generates quarterly reports related to performance, characteristics, and flows related to competitor analyses and positioning for institutional channel

  • Identifies opportunities to enhance content, formatting, or efficiency on an ongoing basis

  • Coordinates with other internal teams such as Global Performance Measurement and Risk as needed

  • Proficient use of third-party databases and research tools:

  • Understands the full functionality of available research tools covering separate accounts, mutual funds, commingled trusts, and other vehicles

  • Examples of competitor databases and tools include eVestment, Morningstar Direct, Zephyr StyleADVISOR, Mercer Insight, and Style Research

  • Utilizes expertise on third-party databases for ongoing and ad hoc competitor and market research, pairing the right tool(s) with each request

  • Participate on special projects as needed:

  • Assumes a supporting role in larger, more complex projects and may have a leading role in smaller, less complex projects

Work Experience / Knowledge:

 

A minimum of 7 years of experience in the financial services industry is necessary to successfully perform the responsibilities of this position 

  

Skills / Other Personal Attributes Required: 

  • Team player with proven ability to gain concensus
  • Customer service orientation
  • Strong quantitative and analytical skills
  • Excellent verbal and written communication skills
  • Strong organizational skills; ability to establish priorities and meet deadlines
  • Possess spirit of continuous improvement
  • Ability to use technology to maximize efficiency
  • Highly proficient in Excel; proficient in Word and PowerPoint
  • Proficient in the use of current research databases and software systems (eg, Morningstar Direct, Zephyr StyleADVISOR, and eVestment)

Formal Education:

 

Completion of a Bachelor?s degree in Mathematics, Finance, Economics, Marketing or a related field is required

 

Working Conditions:

  • Normal office environment with little exposure to excessive noise, dust, and extreme temperatures 
  • Typically works hours consistent with the hours of various financial markets and may be required to work additional hours as needed to complete assignments

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