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  • Investment Product Specialist

    Insight Global (Stamford, CT)



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    Job Description

    Insight Global is seeking a Product Strategy Associate for one of our clients in Stamford, CT. This person will be joining a team of 15 people. This team is responsible for working with the company's affiliates to understand investment strategies. They will lead multiple projects including new product development, product refinement, vehicle expansion, new markets/channel expansion, go-to-market strategy, and competitive industry analysis. This person will conduct research and lead data analysis to create presentation materials for both internal teams and affiliates. They will deliver recommendations supported with detailed market research and identify product development opportunities. This person will spend their day working with large volumes or product and industry data, creating presentations and acting as a project manager to ensure people and projects remain on track. This role will be performed on a hybrid schedule - three days onsite in Stamford and two days remote. The salary range is 120-150K.

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

     

    Skills and Requirements

     

    -2-4+ years of work experience involving investment/asset management or wealth management

     

    -Strong understanding of the investment management business, capital markets, and associated investment products and vehicles, including mutual funds, ETFs, SMAs, and intermittent liquidity vehicles

     

    -Strong Excel and PowerPoint experience

    -Familiarity with Morningstar -Working towards CFA and or CAIA designation null

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

     


    Apply Now



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    Insight Global (Stamford, CT)
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