Senior Associate, Product and Industry Analysis
Company: CFA Institute
Location: Stamford
Posted on: March 19, 2023
Job Description:
AMG Funds is seeking a candidate with approximately 3 to 5
years' experience who possesses strong investment management
knowledge and product research skills for the Product and Industry
Analysis (PIA) team based out of Stamford, Connecticut. This
position will be primarily responsible for providing product and
industry analysis and research for an evolving set of investment
vehicles, including mutual funds, SMAs, ETFs, and alternative
investments. As a part of the function, the successful candidate
will be expected to utilize quantitative skills on large datasets,
and effectively communicate the results of their analysis to
different audiences. This position supports and is a central
resource for various teams across AMG Funds and AMG (NYSE: AMG),
including Senior Management, Product Development, Investment
Research, and Distribution.
Principal Responsibilities
- Provide product and industry analysis and research, including
the review of assets, flows, performance, fees, and key industry
trends
- Utilize financial and quantitative tools combined with product
and industry analysis to help further our product driven strategy.
This includes analyses to help identify product development and
timely client sales and retention opportunities, and to strengthen
our competitive product positioning in the marketplace
- Monitor, summarize, and convey key observations and
insights
- Develop and maintain a solid understanding of an evolving set
of product vehicles, including traditional mutual funds, SMAs,
ETFs, and alternative investments (e.g., hedge funds, tender offer
funds, interval funds, non-traded BDCs, non-traded REITs)
- Provide analysis and support for ad-hoc requests, which are
primarily product or industry related
- Provide guidance and direction to PIA's Investment Data
Management team for ongoing and ad hoc investment-oriented reports,
charts, graphs, and data extracts
- Develop a working knowledge of the diverse array of investment
products and managers that are managed, distributed, or serviced by
AMG Funds and AMG
Skills and Attributes
- Demonstrates understanding of the investment management
business and associated product vehicles, particularly mutual
funds, SMAs, and alternative investment vehicles
- Strong technical skills, particularly Excel. Knowledge of R or
Python and SQL is a plus
- Strong analytical and problem-solving skills
- Detail-oriented with the ability to prioritize, plan, and take
initiative
- Strong work ethic and displays ownership mindset
- Thrives in a collaborative and partnership-oriented work
environment
- Communicates effectively and functions productively in both
remote and office settings
Qualifications and Experience
- Bachelor's degree, preferably in Business, Finance, Economics
or a related field
- Around 3-5 years of investment management experience providing
product and industry analysis and research, particularly for mutual
funds and SMAs; alternative investment vehicles are a plus
- Progress towards CFA and/or CAIA preferred, but not
required
- Strong Excel skills are required; experience with R, Python and
SQL is a plus
- Knowledge of investment-related applications (e.g., Morningstar
Direct, FactSet, eVestment, ISS (Simfund), Bloomberg) preferred
Keywords: CFA Institute, Stamford , Senior Associate, Product and Industry Analysis, Accounting, Auditing , Stamford, Connecticut
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