Atlantic Group · 2 weeks ago
Product Strategy Associate
Atlantic Group is a leading global investment firm seeking a sharp, motivated, and analytically-minded professional to join its strategic initiatives team. The role involves conducting data analysis and market research to support strategic initiatives, contributing to product innovation and market expansion.
B2BHuman ResourcesStaffing Agency
Responsibilities
Conduct deep data analysis, market research, and industry benchmarking to support strategic initiatives such as new product launches, market/channel entry, and go-to-market planning
Develop clear, compelling presentation materials to communicate findings and recommendations to senior stakeholders
Identify emerging opportunities by leveraging internal data, third-party platforms, and industry insights
Work hands-on with large volumes of data across mutual funds, SMAs, alternative vehicles, and intermittent liquidity products
Utilize industry tools and databases including FactSet, Morningstar Direct, eVestment, Preqin, and ISS
Monitor trends across asset management and investment distribution channels, distilling actionable intelligence
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
2–4+ years of experience in investment management, asset/wealth management, or strategy consulting
Working knowledge of investment vehicles including mutual funds, ETFs, SMAs, and alternatives
Strong analytical and communication skills, with the ability to translate data into strategic insights
Self-starter with a collaborative mindset and strong attention to detail
Preferred
Progress toward CFA and/or CAIA credentials is a plus
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
Funding
Current Stage
Growth StageRecent News
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