Product Research And Development Associate

Overview

• Contribute to the design, structuring, and launch of innovative investment products within a dynamic financial services environment.
• Collaborate with senior leadership to refine product strategies through analytical rigor and execution discipline.
• Engage in cross-functional coordination across investments, legal, operations, and capital formation teams.
• Exercise independent judgment to identify risks and optimize product direction prior to market launch.
• Support the development of institutional‑grade investment products that align with organizational goals.
• Utilize strong analytical skills to build financial models and document product structures effectively.
• Prepare detailed memoranda and presentation materials for leadership and investment committees.
• Maintain a hands‑on approach to managing multiple initiatives in a fast‑paced environment.

• Conduct research and analysis to support the development and launch of new investment products.
• Identify risks, tradeoffs, and design considerations impacting product viability and scalability.
• Develop and maintain detailed financial models related to fund economics and portfolio construction.
• Translate investment theses into clear, well‑documented product structures and narratives.
• Collaborate with capital formation teams to incorporate investor feedback into product design.
• Coordinate with legal, operations, and distribution teams to ensure readiness for product launch.
• Prepare internal analyses and presentation materials for senior leadership and committees.
• Manage multiple concurrent initiatives with precision and attention to detail.

• Bachelor’s degree in Business, Economics, Finance, or a related field required.
• 1–3 years of experience in asset management, investment banking, or consulting preferred.
• Proficiency in financial modeling and analytical techniques essential.
• Experience in launching investment products or strategies highly desirable.
• Excellent written and verbal communication skills required.
• Strong organizational skills to manage multiple work streams effectively.
• Ability to thrive in a fast‑paced and dynamic environment.
• Collaborative mindset to work with cross‑functional teams seamlessly.