Product Analyst

  • Not Specified
  • Houston, TX, États-Unis
  • CDI, Plein-temps
  • Invesco
  • 27 nov. 17 2017-11-27

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the


Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.


Job Purpose (Job Summary):
As a key component of the Product Strategy and Investment Services department, US Product & Market Research (USPMR) is responsible for providing product, market, and competitive insight to internal business areas across the firm. USPMR provides in-depth product research and analysis to enhance business development opportunities in the US. The group also provides market intelligence to support product development/ rationalization efforts and strategic product line initiatives. Furthermore, USPMR supports product positioning efforts through careful analysis of the competitive marketplace. USPMR works with a wide array of internal clients including the IVZ Board, Legal/Compliance, Sales, Marketing, and the various investment teams. The Product Analyst for the US Product & Market Research unit will participate in a variety of investment product-related research projects and initiatives. Responsibilities for the role include, but are not limited to, the following:


? Proficient use of third-party databases and research tools


? Support US retail distribution channels in product-related inquiries


? Provide competitive intelligence to various internal business partners


? Maintain production of selected recurring reports


? Participate on special projects as needed


Key Responsibilities / Duties:


  • Proficient use of third-party databases and research tools

  • Understands the full functionality of available research tools covering mutual funds, exchange-traded funds (ETFs), managed accounts, and other retail vehicles

  • Examples of competitor databases and tools include Lipper LANA, Morningstar Direct, Zephyr StyleADVISOR, Strategic Insight, and eVestment Alliance

  • Utilizes expertise on third-party databases for ongoing and ad hoc competitor and market research, pairing the right tool(s) with each request

  • Support US retail distribution channels in product-related inquiries

  • Supports Retail, Variable Insurance, Subadvised, and SMA sales efforts through direct and indirect product work

  • Provides relevant and thorough information related to investment performance, process, positioning, and characteristics. Typical examples include: Assisting Wholesalers at the advisor level in competitive or complementary sales efforts, Assisting Retail Buisness Development with product placement at broker/dealers, Works directly with internal wholesalers and client-facing sales professionals in the development of supporting materials and information

  • May assist with product-related questions on Requests for Proposals (RFPs)

  • Provide competitive intelligence to various internal business partners

  • Supports Product Managers, Investment Analysts, and Client Portfolio Managers in identifying and tracking key competitors and uncovering potential takeover opportunities

  • Assists Invesco?s US product development efforts by providing research on peer group construction, historical performance, and pricing-related information

  • Supports Invesco?s strategic planning efforts by producing analysis on overall competitive position and strengths/weaknesses of specific products

  • Works with the Invesco Solutions team on product-related projects as required

  • Maintain production of selected recurring reports

  • Generates monthly and quarterly reporting packages related to performance, ratings, and industry flows

  • Performs quality control checks as required for various reporting components

  • Coordinates with other internal teams such as Global Performance Measurement and Risk as needed

  • Participate on special projects as needed

  • Assumes a supporting role in larger, more complex projects and may have a leading role in smaller, less complex projects




Work Experience / Knowledge:


  • Approximately 3-5 years of experience in the financial services industry is necessary to successfully perform the responsibilities of this position


Skills / Other Personal Attributes Required:


  • Team player

  • Customer service orientation

  • Strong quantitative and analytical skills

  • Excellent verbal and written communication skills

  • Strong organizational skills; ability to establish priorities and meet deadlines

  • Possess spirit of continuous improvement

  • Ability to use technology to maximize efficiency

  • Highly proficient in Excel; proficient in Word and PowerPoint

  • Proficient in the use of current research databases and software systems (eg, Lipper LANA, Morningstar Direct, Zephyr StyleADVISOR, Strategic Insight, and eVestment Alliance)


Formal Education: (minimum requirement to perform job duties)


  • Completion of a Bachelor?s degree in Mathematics, Finance, Economics, Marketing or a related field is required


Working Conditions:


  • Normal office environment with little exposure to excessive noise, dust, and extreme temperatures

  • Typically works hours consistent with the hours of various financial markets and may be required to work additional hours as needed to complete assignments

  • Required to push, pull or lift up to 20 pounds; frequent sitting, standing and walking


FLSA (US Only): Exempt


The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.


 



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