Job Summary

A financial services and investment firm is in need of a Product Review PRVW Associate Analyst I.

Candidates will be responsible for the following:

• Developing analytical skills by assisting with reviews on products that are the responsibility of the assigned team
• Developing the ability to critically review prospectus / contract language
• Assisting analysts by compiling and reviewing data, conducting analysis, and completing studies of product types or individual strategy reviews

Qualifications Include:

• Series 7/66 or their equivalency required or attainable within one year of hire
• Solid understanding of Microsoft Office including Excel, Word and PowerPoint
• Good communication skills
• Solid knowledge of economic, statistical and investment concepts
• Proficiency in financial modeling and using spreadsheets, data tools, and financial databases (Bloomberg, FactSet etc.)
• Willingness to become a continuous student of industry, product, and firm landscapes and concepts