Product Operations Senior Analyst

$135,000 - $150,000/Yr

UNAVAILABLE - New York, NY

Full-time - Mid Level

New York, NY

About the position

The Product Operations Senior Analyst will play a crucial role within the Product Strategy team at Guggenheim Investments, focusing on analyzing, enhancing, and optimizing distribution-related workflows, policies, and procedures to support product innovation. This position involves acting as a project manager for new and decommissioned product initiatives, collaborating cross-functionally with various teams to ensure effective product development and lifecycle management.

Responsibilities

• Project manager for all new and decommissioned product initiatives (i.e. SMAs, 40 Act Funds, Private Funds, UCITS, CLOs, etc.)
• Responsible for project plan and management of product launches, service provider selection, and product lifecycle management.
• Analyze, enhance, and optimize distribution related workflows, policies, and procedures to product innovation efforts.
• Coordinate with internal teams (i.e., Finance, Distribution, Legal, Compliance, Fund Accounting and Administration, Operations, and Investment Management) to effectively support new product development, custom solutions and other offerings.
• Oversee and implement the restructuring or closing of strategies and products that are end of life, not profitable or not commercial.
• Act as operational project manager related to distribution strategic projects (i.e. acquisitions, divestitures, product reorganizations/conversions, integration/implementation, etc.).
• Work with Operations, Application Development, Distribution teams to ensure operational readiness with regards to utilities, aggregators and distribution platforms (dealers, banks, RIAs).
• Support product development initiatives by developing requirements, test plans and operating models.
• Ensure the accuracy, integrity and security of data displayed in reports, dashboards, and CRM through validation processes and testing procedures.
• Identify and lead continuous improvement opportunities with existing processes and leverage data and available systems to drive automation.
• Support sales leadership in execution of product launch plans (i.e., internal and external trainings, sales communication, launch calls, roadshows, conference participation and fund closes).
• Provide subject matter expertise on business processes, data mapping, and system configurations of sales related data sets.
• Enhance and own onboarding process and training for new hires in institutional, consultant and strategist Business Development roles.

Requirements

• At least 5 years in a product development function.
• At least 3+ years in asset management.
• 3+ years of project management experience.
• Experience and understanding of asset management sales and related regulatory workflows.
• Bachelor's Degree required.
• 3+ years of experience within investment product, design, research and/or strategy.
• Investments acumen with broad knowledge across asset classes (both active and passive strategies).
• Finra Series 7 & 63 upon hire; Finra Series 24 within 12 months of hire.
• Strong knowledge of the asset management industry, specifically Fixed Income.

Nice-to-haves

• Advanced / master's degree in finance, Business or other related field is a plus.
• Track record of contributing to the design of innovative, strategic investment products.
• Strong project management experience.
• Delivery focused, driven, with high level of resilience.
• In depth experience in product development with a focus on commingled and single-investor private fund structures.

Benefits

• Annual base salary between $135,000 and $150,000.
• Total compensation package may include other components such as incentive compensation.