Product Strategy Associate

Key Responsibilities

• Lead data analysis, research, and presentations supporting strategic initiatives (products, markets, GTM, competition)
• Apply strategic frameworks and data-driven methods to develop evidence-based recommendations
• Use financial and industry tools to identify product opportunities and improve competitive positioning
• Analyze large datasets across investment vehicles (alternatives, mutual funds, separate accounts)
• Track industry trends and synthesize key insights for stakeholders

Experience

• 2 - 4 years professional work experience involving investment/asset management or wealth management
• Understanding of the investment management business, capital markets, and associated investment products and vehicles, including mutual funds, ETFs, SMAs, and intermittent liquidity vehicles