Product Analysis Associate

New York, NY



Our client, a $30B mutual fund company, seeks a Product Analysis Associate to support the sales and marketing group with competitive analysis, rating and rankings, along with completion of DDQs.






  • Prepares Morningstar Presentation Studio templates quarterly and ensures timely approval
  • Prepares quarterly competitive analyses using Presentation Studio for a standard set of competitors for Intermediary Sales
  • Prepares ad hoc competitive analyses using Presentation Studio for a custom set of competitors for Intermediary and RIA Sales
  • Maintains a pipeline of competitive analyses completed
  • Downloads, summarizes, and distributes industry asset flow information quarterly using Morningstar Direct; distributes briefer report monthly
  • Accesses data and graphics relating to our peers, indexes, and portfolio characteristics from databases for Fund Stories, Presentations, and other marketing materials, as well as for RFPs
  • Prepares and distributes competitor analyses to sales teams and portfolio managers
  • Prepares ad hoc competitive analyses for Institutional Sales
  • Produces Morningstar and Lipper ranking report weekly
  • Produces Morningstar and Lipper ranking report monthlyLoads Morningstar, Lipper and eVestment rankings in Baron’s proprietary data warehouse quarterly for Baron products and peer group averages
  • Prepares custom rankings and ranking tables for four quarterly letters
  • Provides compliance with the number of investments for peer group averages that appear in quarterly fact sheets.
  • Builds product profiles in consultant databases for Institutional Sales
  • Ensures accurate data population of consultant databases quarterly afterOMNI (eVestment’s automated tool) sends data out
  • Prepares the personnel file for eVestment database





  • 3-5 yrs experience in the asset management industry
  • Morningstar Direct experience mandatory
  • Detail orientation and organization – ability to manage large amounts of data in Excel


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion

Date Posted 3/13/2018
Salary $60,000- $80,000

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