Job Summary

• The Marketing Research and Analysis team is responsible for providing quantitative research and insightful analysis behind the compelling product stories and content that bring to life our product offerings.
• You will independently interpret and analyze financial data to update and create accurate, compliant sales and marketing literatures.
• We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Matching Summary

Skills & Requirements

Key Requirements

• Bachelor's Degree (Business Administration, Finance, Information, or Information Science)
• Related experience in financial services, consulting, research or data services
• Completion or progress toward CIPM or CFA preferred
• Deep knowledge of mutual fund industry, capital markets and product structures
• Advanced Microsoft Excel skills
• Familiarity with Tableau and PowerBI

Work Rights