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Product Analyst
Product AnalystKellyMitchell Group • Chicago, IL, United States
Product Analyst

Product Analyst

KellyMitchell Group • Chicago, IL, United States
10 hours ago
Job type
  • Full-time
Job description

Job Summary :

Our client is seeking a Product Analyst to join their team! This position is located in Chicago, Illinois.

Duties :

  • Perform daily rebalancing of portfolios to account for Tax Loss Harvesting requests
  • Participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
  • Perform daily portfolio drift analysis and trade executions
  • Ensure compliance and adherence to appropriate procedural documentation

Desired Skills / Experience :

  • Possess technical skills and systems knowledge with an aptitude to quickly learn new trading applications
  • Highly thorough when carrying out complex activities with significant financial, client, and / or internal business impact
  • Ability to efficiently prioritized time sensitive tasks and escalate as necessary
  • Composed demeanor in high stress situations
  • Ability to clearly and effectively communicate challenges and opportunities to senior management
  • Goal orientated with the drive to follow improvements through to resolution
  • Ability to partner with the technology and operational support teams to make improvements
  • In-depth industry knowledge
  • Highly flexible and adaptable to change
  • Benefits :

  • Medical, Dental, & Vision Insurance Plans
  • Employee-Owned Profit Sharing (ESOP)
  • 401K offered
  • The approximate pay range for this position is between $75.00 and $85.00 . Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

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    Product Analyst • Chicago, IL, United States

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