Our client is a highly regarded alternative asset manager with an established presence across private credit and lending markets. Due to continued growth, an opportunity has arisen for a Product Analyst to join the Product team, supporting the development, launch and ongoing management of investment products.
This is an excellent opportunity for someone with 2+ years' experience within product, distribution or investment research, and would suit somebody who has come from an environment such as an investment research house, fund manager or consulting firm.
Key Responsibilities
- Support the delivery and launch of new investment products while assisting with the ongoing management of existing strategies.
- Collaborate with Product, Marketing, Distribution, Investments and Operations teams on product initiatives and releases.
- Prepare reporting, analytical data and product insights for internal stakeholders and external investors.
- Create, maintain and update product documentation including Factsheets, Product Disclosure Statements (PDSs), Target Market Determinations (TMDs) and other marketing collateral.
- Conduct market, competitor and regulatory research to support product development and strategic decision making.
- Manage registry-related communications and coordinate investor documentation.
- Assist with product governance, reporting and continuous improvement initiatives across the product function.
Skills & Experience
- 2+ years' experience within Product, Investment Research,Marketing, Distribution,or a related function within funds management, asset management or investment banking.
- Strong understanding of investment products and financial markets.
- Exceptional attention to detail with excellent written, verbal and analytical skills.
- Advanced Microsoft Office skills, particularly PowerPoint and Excel.
- Experience using Morningstar Direct, FactSet or Bloomberg will be highly regarded.
- Ability to manage multiple priorities in a fast-paced environment while working collaboratively across the business.
- Bachelors in Commerce/Economics/Finance, and CFA qualification (completed or currently undertaking) will be highly regarded.
Benefits
- Join a respected private markets investment manager with an outstanding market reputation and strong growth trajectory.
- Develop broad exposure across Product, Marketing, Distribution and Investments.
- Work alongside experienced investment professionals and senior stakeholders.
- Genuine career progression into Product, Distribution or Investments
- Competitive remuneration, bonus structure and ongoing professional development support.
Investment Product Analyst employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
