Major Responsibilities
The Senior Product Analyst will be responsible for the following:
Board Materials:
Draft and finalize clear, well written memos and other materials for the mutual fund Board of Trustees. These materials require significant coordination with a number of internal departments including Business Operations, Legal/Compliance, Fund Administration and Finance. Production of these materials may also require coordination with external vendors. Successfully address and resolve all comments received on Board memos/materials.
Identify, escalate and resolve, as needed, any issues or concerns with the proposals put forth in the Board materials. To be successful in this role, the candidate must assess proposals from a number of different perspectives: the management perspective, the Board perspective and the shareholder perspective.
Working with Natixis’ affiliated investment managers, coordinate scheduling and production of portfolio manager presentations for the Board of Trustees. Review and edit presentations received from affiliate managers. Ensure that all data contained within the presentations is accurate.
Ensure that all facts and positioning within the Board materials are accurate and consistent with the views of management. Ensure that all materials are produced with the highest quality and attention to detail.
At times, the Senior Product Analyst will be required to juggle the production of many different Board materials at the same time, requiring excellent time management and prioritization skills.
Represent Product Operations and Management at internal meetings where the production of Board materials is discussed.
Project Management:
Act as the project manager charged with implementing product changes, such as changes to existing funds, or the implementation of new funds.
Maintain detailed project documents identifying the responsibilities of internal and external departments to implement product changes. Maintain documentation which identifies any issues and the resolution of those issues. Establish timelines for product changes with input and agreement of all appropriate parties. Schedule and, at times, lead meetings with respect to the implementation of new products or product changes.
Proactively identify issues or concerns with the implementation of product changes and resolve.
Represent Product Operations and Management at internal meetings among other departments with respect to the implementation of product changes.
Draft Q&As, emails, etc. for internal Natixis Global Asset Management associates explaining various product changes, their effective dates, impact and other relevant details.
Other Responsibilities:
The Senior Product Analyst will have other ad hoc responsibilities such as:
Maintaining Product Operations and Management’s department procedures
Maintaining Product Operations and Management’s business continuity procedures
Other responsibilities, as required.
Experience/Skills Required
The qualified candidate should have the following experience and attributes:
Bachelor’s degree with at least five years of previous experience in the mutual fund industry.
Superior writing skills and attention to detail is critical. Previous experience drafting Board memos and other materials is very desirable.
Strong quantitative skills are desirable, including proficiency in Excel, Morningstar, Lipper and other analytical tools.
Demonstrated project management experience and expertise involving internal and external personnel is required.
The successful candidate must be comfortable leading discussions about product changes, and voicing concerns or questions.
The successful candidate must also be detail oriented, possess excellent time management skills, and have the ability to communicate effectively across all levels of the organization.
Natixis Global Asset Management - 11 months ago
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