Product Specialist

Our client is a highly regarded boutique wealth advisory firm based in the heart of Chicago. With a client-centric approach, they specialize in delivering personalized financial solutions that align with their clients' unique goals and aspirations. Their team of experienced professionals is committed to excellence, ethics, and innovation in the world of wealth management.

Position Overview:

We are seeking an enthusiastic professional to join our dynamic team. As an Investment Performance Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment decision-making while working closely with experienced professionals in the finance industry.

Responsibilities:

• Be an expert on all current and future investment products and lines of business
• Lead new marketing initiatives
• Provide regular data points and marketing support on portfolio positioning, asset class themes, and key selling points
• Conduct attribution, exposure, and other analyses to assess investment performance and provide actionable insights across public and private offerings
• Manage performance and attribution analysis
• Support the development of product launch strategies
• Generate ongoing product marketing collateral
• Participate in presentations with sales team
• Assist marketing and business development with commentaries

Requirements:

• Minimum of 2+ years of relevant work experience
• Knowledge of investments
• Desire to work in a fast-growing business unit
• Basic knowledge of asset management
• Be able to work both independently and as part of a team
• Strong writing, communication, and presentation skills
• Must be very comfortable with Microsoft applications
• On-site work model, with remote work flexibility

Benefits:

• Flexible schedule
• Health, Dental, Vision, and 401K
• Financially support additional certificates
• Unlimited PTO
• Competitive compensation package, including salary and performance-based incentives
• Opportunities for professional development and growth within our firm