Product Support Analyst

Harbor Capital Advisors, Inc.•Chicago, IL
•$65,000 - $85,000•Hybrid

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 is one of six team members and manages responsibilities with significant autonomy while collaborating with colleagues to provide coverage and support one another. The role works with Harbor’s subadvisor partners and closely with Marketing, Sales, Distribution Intelligence, Legal/Compliance, and Investments in support of organizational 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.
  • Attention to detail and the ability to manage multiple priorities and meet deadlines.
  • Excellent organizational, communication, and interpersonal skills.
  • Collaborative approach, positive attitude, and adaptability 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.
  • Experience with Salesforce.

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.
  • 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 colleagues to provide seamless coverage when a team member is out of the office.
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