Product Support Analyst
About The Position
The Product Support Analyst is a member of the Product Support team within Harbor Services Group and supports the operations and distribution efforts of Harbor Capital. The analyst completes RFPs and maintains the RFP database, prepares and publishes monthly Factsheets and quarterly reports, runs product comparison requests, completes organizational data requests, and supports the Model Portfolio business. The analyst is one of six Product Support team members. The role offers significant autonomy while requiring collaboration with teammates to provide seamless coverage when a team member is out of the office. The analyst works with Harbor’s Subadvisor partners and closely with internal Marketing, Sales, Distribution Intelligence, Legal/Compliance, and Investments teams to support growth and relationship management priorities.
Requirements
- Bachelor’s degree required.
- FINRA Series 7, 63, and 24 licenses, or the ability to obtain the required licenses within 12 months of employment.
- Professionalism and a strong client/customer-first orientation.
- Detail-oriented, with the ability to manage multiple priorities and meet deadlines.
- Excellent organizational, communication, and interpersonal skills.
- Collaborative team player with a positive attitude and adaptability to thrive in a growing firm.
- Intellectual curiosity and commitment to continuous learning through independent development and formal training.
- Sound judgment, integrity, and accountability, including willingness to acknowledge and learn from mistakes.
- Technological proficiency, including advanced Microsoft Excel and PowerPoint skills and familiarity with ChatGPT.
Nice To Haves
- One to two years of experience in the asset management industry is preferred.
- Experience with Salesforce is a plus.
Responsibilities
- Prepare, quality-check, and publish monthly Factsheets and quarterly reports by established deadlines.
- Coordinate and complete RFPs, DDQs, and RFIs according to client requirements and deadlines.
- Maintain the RFP database.
- Complete product comparison reports and custom analysis requests within a 24-hour turnaround time.
- Assist with preparing client reports and meeting materials on demand.
- Maintain accurate and current information in external databases.
- Complete data requests for the organization and support the Model Portfolio business.
- Provide additional support in response to client and organizational needs.
- Collaborate with Product Support teammates to ensure seamless coverage when a team member is out of the office.
- Work with Subadvisor partners and internal teams in support of Harbor’s growth and relationship management priorities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
