US Wealth Product Analyst

Nomura Holdings, inc.•Philadelphia, PA

3d•$100,000 - $115,000•Onsite

About The Position

We are seeking a talented Product Analyst to join our dynamic US Wealth Product Development and Management team. The Product team serves as champion of new product ideas and product actions, facilitating analysis from concept to implementation, ensuring alignment with market demand, regulatory trends and strategic business objectives.

Requirements

Bachelor's degree in Business Analytics, Finance, Marketing, or a related field
2-4 years' experience in product management, project management, or a related analytical role within the financial services industry, ideally with exposure to asset management or wealth management
Knowledge of or interest in mutual funds, ETFs, and SMAs/WRAP models, with basic understanding of interval funds, closed-end funds and BDCs being a plus
Strong research and analytical abilities with proficiency in Excel and PowerPoint
Familiarity with standard industry programs and eagerness to learn and apply new technologies, AI tools, and digital platforms, including Morningstar, and similar platforms
Effective written and verbal communication skills with the ability to interact professionally with various stakeholders across the organization
Ability to work collaboratively in a team environment with attention to detail and strong organizational skills
Self-motivated with a proactive approach to problem-solving and learning
Ability to manage multiple projects simultaneously with ability to meet competing deadlines

Nice To Haves

Understanding of wealth management distribution channels and advisor needs preferred

Responsibilities

Support strategic and tactical product initiatives by conducting research, gathering data, and preparing analysis to inform product decisions
Assist in evaluating the benefits, risks, and opportunities associated with new or existing products across mutual funds, ETFs, SMAs/WRAP models, interval funds, closed-end funds, and BDCs
Assist in coordinating implementation efforts by engaging key areas of the firm including Investment Management, Legal, Compliance, Distribution, and Marketing
Create routine and non-routine presentations for senior stakeholders and leadership
Provide analytical support for product-related business activities and projects
Conduct market research on product trends, competitive positioning, and regulatory developments affecting wealth management products
Assist in tracking product metrics, flows, performance data, and market share across product categories
Support the development of dashboards and reports using industry-standard platforms