Product Strategy Associate jobs in United States
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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.

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Growth Opportunities

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

Data analysisMarket researchInvestment vehicles knowledgeAnalytical skillsCFACAIA progressPresentation skillsCommunication skillsAttention to detailCollaborative mindset

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

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Company data provided by crunchbase