Senior Associate, Product Strategy & Development
Allerton Search Partners, Stamford, Connecticut, United States, 06925
Our client, an asset/investment management firm in Stamford, CT, is looking to bring a Senior Associate, Product Strategy & Development onto their team, due to growth.
Details
Hybrid - Tues/Weds/Thurs in office, in Stamford, no exceptions.
$115k-$130k + $10k-$20k Bonus
Amazing growth potential - well-respected firm with multiple offices and a great career trajectory
Amazing healthcare/dental, 401k match, profit sharing, catered lunches, free gym, FSA, 3 weeks vacation to begin, gift-matching, life insurance, and much more.
Position Overview Company is looking for a Senior Associate to join its Product Strategy & Development team, based in Stamford, Connecticut. Reporting to the Vice President of PS&D, this individual will collaborate closely with senior team members to deliver analytically grounded strategic insights that inform product and growth initiatives across the platform.
This role will heavily involve market research and analysis, data analysis, making strategic recommendations, and go to market support.
Duties
Drive analytical workstreams and develop insightful presentations to support high-impact strategic initiatives, including product launches, enhancements to existing offerings, expansion into new vehicles, entry into additional distribution channels, and competitive landscape assessments
Apply structured strategic methodologies and rigorous data analysis to formulate actionable, evidence-based recommendations
Utilize financial modeling, quantitative analysis, and industry research tools to uncover product innovation opportunities and enhance competitive positioning
Analyze and synthesize extensive product and market datasets spanning alternative investments, mutual funds, and separately managed accounts
Develop proficiency in internal data resources and external platforms such as FactSet, Morningstar Direct, eVestment, Preqin, and ISS SI
Track industry developments and distill key themes, market shifts, and emerging trends into clear, executive-ready insights
Qualifications
Bachelor’s degree required; concentration in Finance, Economics, or a related discipline preferred
Progress toward CFA and/or CAIA credentials is advantageous
2–4+ years of relevant professional experience in asset management, investment management, or wealth management environments
Demonstrated knowledge of capital markets and a broad range of investment structures, including mutual funds, ETFs, SMAs, and periodic liquidity vehicles
Strong analytical and critical thinking skills with the ability to translate complex data into clear conclusions
Excellent written and verbal communication abilities, with strong interpersonal skills
Self-starter who thrives in a dynamic, fast-paced setting and can work both independently and collaboratively
Highly organized with strong attention to detail; capable of managing multiple priorities and adapting as business needs evolve
Demonstrates sound judgment, discretion, and the ability to handle confidential information responsibly
Embodies Company’s core values and fosters a respectful, collaborative work environment
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Details
Hybrid - Tues/Weds/Thurs in office, in Stamford, no exceptions.
$115k-$130k + $10k-$20k Bonus
Amazing growth potential - well-respected firm with multiple offices and a great career trajectory
Amazing healthcare/dental, 401k match, profit sharing, catered lunches, free gym, FSA, 3 weeks vacation to begin, gift-matching, life insurance, and much more.
Position Overview Company is looking for a Senior Associate to join its Product Strategy & Development team, based in Stamford, Connecticut. Reporting to the Vice President of PS&D, this individual will collaborate closely with senior team members to deliver analytically grounded strategic insights that inform product and growth initiatives across the platform.
This role will heavily involve market research and analysis, data analysis, making strategic recommendations, and go to market support.
Duties
Drive analytical workstreams and develop insightful presentations to support high-impact strategic initiatives, including product launches, enhancements to existing offerings, expansion into new vehicles, entry into additional distribution channels, and competitive landscape assessments
Apply structured strategic methodologies and rigorous data analysis to formulate actionable, evidence-based recommendations
Utilize financial modeling, quantitative analysis, and industry research tools to uncover product innovation opportunities and enhance competitive positioning
Analyze and synthesize extensive product and market datasets spanning alternative investments, mutual funds, and separately managed accounts
Develop proficiency in internal data resources and external platforms such as FactSet, Morningstar Direct, eVestment, Preqin, and ISS SI
Track industry developments and distill key themes, market shifts, and emerging trends into clear, executive-ready insights
Qualifications
Bachelor’s degree required; concentration in Finance, Economics, or a related discipline preferred
Progress toward CFA and/or CAIA credentials is advantageous
2–4+ years of relevant professional experience in asset management, investment management, or wealth management environments
Demonstrated knowledge of capital markets and a broad range of investment structures, including mutual funds, ETFs, SMAs, and periodic liquidity vehicles
Strong analytical and critical thinking skills with the ability to translate complex data into clear conclusions
Excellent written and verbal communication abilities, with strong interpersonal skills
Self-starter who thrives in a dynamic, fast-paced setting and can work both independently and collaboratively
Highly organized with strong attention to detail; capable of managing multiple priorities and adapting as business needs evolve
Demonstrates sound judgment, discretion, and the ability to handle confidential information responsibly
Embodies Company’s core values and fosters a respectful, collaborative work environment
#J-18808-Ljbffr