Product Analyst Jobs

About The Position

Requirements

• Bachelor’s degree in Finance, Economics, Business, Marketing, Real Estate, or a related field.
• 1–3 years of relevant experience preferred, ideally on an internal sales desk or in a comparable institutional sales support, investor relations, business development, or client service role. Strong recent graduates will also be considered.
• Coachable, humble, and team-oriented, with the maturity to take direction, accept feedback, and put in the foundational work required to develop into a senior institutional sales professional over time.
• Genuine interest in working with industry data sets and translating raw data into actionable insights and prospect themes.
• Understanding of, or strong interest in, institutional fundraising, investor relations, and the investment management industry, with a particular interest in real estate, private markets, private equity, or alternative investments.
• Strong analytical and research skills, including the ability to synthesize information into actionable insights.
• Excellent written, verbal, and interpersonal communication skills.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to work both independently and collaboratively across teams.
• Strong client service orientation and commitment to handling confidential information with discretion.
• Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.

Nice To Haves

• Experience with CRM platforms such as Salesforce, Juniper Square, Dynamo, DealCloud, or similar systems preferred.
• Familiarity with industry databases and research platforms such as Preqin, Burgiss, S&P Global Market Intelligence, Money Market Directory (MMD), WITH Intelligence, or similar resources is a plus.

Responsibilities

• Help manage the RMs CRM hygiene for all products (meeting notes, stages, next steps, etc.)
• Assist with maintaining product fundraising statistics as it relates to meetings, touchpoints, outreach, wins/losses, targets
• Coordinate product update meeting prep and assist Senior Product Specialist with follow‑ups to RMs
• Maintain data rooms for accuracy and completeness of materials and users
• Build and maintain a structured view of our competitive set (fund launches, capital raised, fee/terms, structures, recent transactions, performance stats)
• Produce concise monthly “industry intel” briefs and circulate ad‑hoc insights
• Help to maintain a repository of peer materials
• Help manage RFPs/DDQs and investor information requests alongside the RFP team; coordinate inputs across Portfolio Management and Fund Operations
• Assist with preparing quarterly decks/collateral, talking points and FAQs in partnership with Fund Operations
• Maintain a central library of approved materials and talking points
• Work with Senior Product Specialist to draft marketing collateral such as, one‑pagers, case studies, and assist with new slide ideas
• Route marketing materials through Compliance review
• Coordinate prospect approvals (including non‑U.S. marketing) per firm policy
• Stay current on marketing‑rule expectations; ensure materials are fair, balanced, accurate, and not misleading
• Assist Legal and Senior Product Specialists in evaluating investor‑friendly structures and developing new products

Benefits

• Annual cash bonus opportunity
• Eligibility for health insurance (medical, dental, vision)
• 401K plan with match and employer-funded retirement account
• Employee Assistance Program
• Tuition relief
• Parental leave
• Flexible time off and eligibility for hybrid work for most roles
• Matching gift and volunteer programs