Municipal and Insurance Analyst

Profile

Boston asset management firm is in search of a Municipal and Insurance Analyst to join their dynamic team! This position will be assigned coverage for the municipal and the bank loan suite of capabilities, as well as coverage for the insurance team. As a member of the team you will serve as a subject matter expert contributing to product planning, product development, positioning, messaging and execution, as well as extensive data reporting and analysis, including competitive analysis and competitive positioning.


Position Responsibilities:
Collaborate with the insurance channel team on marketing strategy and planning. Own the process and accountability for executing on the annual marketing plan to position the firm's capability with insurers
Work closely with relationship management and distribution to ensure regular contact with clients and prospects to position the firm's thought leadership to insurers
Follow industry and allocation trends to suggest improvements to positioning of capabilities
Interface with institutional sales channels and work with the Municipals and Bank Loans teams on product planning, positioning, and data analysis requests. Generate customized responses and reports for Institutional sales channels
Generate sales specific product comparisons, vulnerable competitor analysis and product positioning in the market place using third party analytical tools
Interface closely with Sales, Consultant Relations, and Client Service in terms of utilization
Development of value-added statistical analysis to highlight absolute, relative and risk-adjusted performance vs. peers and market indices under various market conditions
Work with product teams on product planning – strategy definition, positioning, distribution opportunities
Coordinate new product development as appropriate working with product management and the product teams
Qualifications
Position Qualifications:
5 years investment management experience within product management or marketing, consulting, relationship management, due diligence or other relevant areas
Knowledge on the servicing of insurance clients is preferred
CFA and/or MBA is desirable
Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, S&P Global Market Intelligence and eVestment.
Marketing strategy experience a strong plus
Ability to effectively interact with and influence senior level portfolio management, distribution and operating executives
Required Years of Experience
5
Additional Info
For more information **** | ****
Salary Range
$120,000 - $140,000

Company info

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