Principal Associate responsible for financial analysis and reporting for Capital One's Enterprise Risk. Collaborating across teams to manage budgets and communicate financial data effectively.
About the role
- Investment Product Associate supporting competitive research and product strategy at MassMutual Investments. Collaborating with various teams to drive innovative investment solutions while aligning with client needs.
Responsibilities
- Support the Head of Product Management in providing competitive research, product positioning, and business case development for new offerings and enhancements.
- Conduct in-depth market research and competitive analysis.
- Leverage third-party data platforms such as Morningstar to identify trends, benchmark performance, and uncover opportunities.
- Translate research findings into actionable insights that inform product strategy, positioning, and development.
- Support the Product Management team in collaboration with distribution, investments, legal, and marketing teams.
- Support strategic planning by delivering market intelligence including market sizing and growth projections.
- Develop comprehensive business cases and financial models to support the evaluation and launch of new investment products.
Requirements
- Bachelor's Degree
- 2+ years of experience working with or supporting retail wealth management business within the Asset Management Industry.
- Experience in Product and/or Market Intelligence role in the Asset Management Industry.
- Demonstrated experience leveraging Morningstar Direct to conduct competitor analysis.
- Financial modeling experience.
- Experience in Fixed Income products with Wealth Management focus.
- Technical experience with prospectus and financial statements.
- Proven ability to succeed in a highly collaborative, cross-functional environment.
- Exceptional organizational and analytical skills.
- Strong entrepreneurial spirit and courage to drive change.
- Excellent written and oral communication skills.
- Ability to innovate, think big and develop creative solutions to problems.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
- Networking opportunities
- Access to learning content on Degreed and other informational platforms
- Ethics and integrity valued by the company
- Industry leading pay and benefits
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