AO/Equity Product Analyst

Posted:
8/20/2024, 1:03:30 AM

Location(s):
England, United Kingdom ⋅ London, England, United Kingdom

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Growth & Marketing ⋅ Product ⋅ Sales & Account Management

Job Summary

The Product Analyst partners with Investment Strategists, Portfolio Management and Distribution to promote and drive the growth of the equity business for AB. The Product Analyst supports the efforts of the Investment Strategist for specific equity products, as well as focuses on various channels and/or regions to ensure advisor support, product advocacy and competitive insight.

Job Description

Specific responsibilities include but are not limited to:

  • Partner with Investment Strategist & Portfolio Management to create, maintain and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues.
  • Build a presence and deep understanding of the investment processes, market outlook, and become a strong advocate for equity services (e.g. Portfolio Specialist)
  • Explain portfolio performance and positioning by conducting attribution and risk reports in coordination with the Investment Strategist and portfolio management teams
  • Support Learning & Development for regional training initiatives
  • Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities
  • Identify areas for thought leadership that connect with product responsibilities
  • In addition, the Product Analyst is responsible for the following in their respective platform:
    • Review and update prospecting decks, fact sheets and product overviews for products on the equity platform
    • Update internal sources (e.g. Salesforce, the Loop, etc.); works with data team to ensure accuracy of database information
    • Partner with RFP team to respond to inquiries
    • Respond to incoming client inquiries and internal requests
    • Understand the competitive landscape and complete competitor analysis through Morningstar Direct and eVestment

Job Qualifications & Key Attributes

The ideal candidate should have:

  • Familiarity with equities and experience in the investment-management industry is desirable but not essential
  • Interested in the capital markets, and finding creative ways to connect with our clients & prospects globally
  • Strong attention to detail and good time management skills with the ability to work effectively under pressure and to meet deadlines
  • A team player with good communication skills both interpersonal and written
  • A desire to interact with internal clients and to guide their product knowledge and support our sales efforts
  • Strong academic credentials including numeracy and analytical skills, with the ability to understand, leverage and present data
  • Comfort working with many technology platforms, including a deep familiarity with Excel and PowerPoint.
  • Working-level knowledge of a major European language in addition to English would be a significant advantage

Client Group Overview

The Client Group has a presence in Europe, the Americas, Asia and Australia, and is composed of five main areas:

  • Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth
  • Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
  • Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities
  • Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events
  • Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability
London, UK