Senior Associate; Product Strategy & Development

Job Overview – Senior Associate (Product Strategy & Development):
Compensation: $120,000 – $150,000/year + bonus

Location:

Greenwich, CT

Schedule:

Monday to Friday (Hybrid)

Take on a key role with our client as a Senior Associate (Product Strategy & Development) in Greenwich, CT (Hybrid), driving product innovation, market research, and strategic initiatives across a wide range of investment products. In this position, you will lead data-driven analysis on product positioning, competitive trends, and channel growth, while shaping go-to-market strategy. You will utilize industry-leading tools (Factset, Morningstar Direct, eVestment, Preqin, ISS SI) to support product development in asset management and capital markets.

• Product Strategy & Research: Conduct market and competitive analysis to support product innovation, vehicle expansion, and go-to-market strategies.
• Data-Driven Insights: Utilize advanced financial tools and data analysis to identify product opportunities and strengthen competitive positioning.
• Project Leadership: Drive strategic initiatives related to product development, market expansion, and channel partnerships.
• Investment Data Analysis: Work with large datasets across alternative investments, mutual funds, ETFs, SMAs, and other investment vehicles.
• Research & Reporting: Monitor industry trends, summarize findings, and present actionable insights to leadership.
• Systems Utilization: Leverage internal databases and third-party systems including Factset, Morningstar Direct, eVestment, Preqin, and ISS SI.

• Education: Bachelor’s degree in Finance, Economics, or a related field required.
• Experience: 2-4 years of professional experience in investment management, asset management, or wealth management.
• Technical
  
  Skills:
  
  Proficient with industry tools such as Factset, Morningstar Direct, eVestment, Preqin, and ISS SI, with advanced skills in Microsoft Excel and PowerPoint.
• Skills & Attributes: Strong analytical, problem-solving, and communication skills, with a detail-oriented, professional, and collaborative approach.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.