2026 Product Specialist Analyst - Specialized Investments Group

AQR•Greenwich, CT

16h

About The Position

AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. The Specialized Investments Group ("SIG") is responsible for developing and commercializing innovations in AQR’s tax-efficient strategies. The SIG’s product portfolio consists of a large and growing number of investment strategies offered to High-Net-Worth clients and Family Offices. Product specialists play a key role in AQR’s portfolio management, product development, and enhancement and are involved in many stages of the investment process including new business presentations, new account onboarding, portfolio implementation, performance monitoring and analysis, and portfolio review meetings with clients. Product specialists interact closely with the rest of the firm including research, portfolio management, trading, business development, legal, compliance, risk and marketing. Through this collaboration, product specialists have in-depth knowledge of the strategies they cover and are expected to be in-house experts of their respective products. They are an integral part of initiatives to create, manage, and sell AQR products. We are seeking an exceptionally talented first year analyst to join SIG’s product specialist team. This role will give end-to-end exposure to the portfolio management process and continued evolution of AQR’s tax-efficient products and will include opportunities to work directly with clients and senior investment professionals across the firm.

Requirements

December 2025 or Spring 2026 graduate from a Bachelor’s or Master's program in a business or quantitative discipline
Programming skills; Python highly preferred
Strong problem solving and quantitative skills
High degree of intellectual curiosity
Ability to communicate effectively in both verbal and written form
Well-organized, detail-oriented and able to focus in a dynamic and collaborative environment
Results oriented

Responsibilities

Client communication : Present in depth reviews and explanations of investment strategies to clients, in collaboration with our Business Development team
Prepare client-ready written responses to investment questions spanning a variety of topics: e.g., investment philosophy, investment process, performance (both before and after tax), performance drivers, portfolio characteristics, etc.
Help improve presentations and collateral for pitching new business
Investment monitoring and analysis: Analyze portfolio performance using existing tools, and contribute to the development of new monitoring tools
Conduct custom portfolio analysis to address questions from clients or senior investment professionals
Present portfolio analysis results to product and portfolio teams
Process Improvement: Develop scalable solutions to support client acquisition and client retention
Dissemination of relevant updates to the business development
Proactively sharing answers / data to commonly asked question
Helping develop analytical tools to support
Develop suite of review materials for existing investment products
Help develop and oversee a library of RFP ready responses and standard DDQs
Help develop processes to oversee pre- and after-tax performance across investment lineup