Product & Strategy Analyst Job Description

Product & Strategy Analyst Job Description

187 votes for Product & Strategy Analyst
Product & strategy analyst provides world-class analytic support via hands-on MS-Excel modeling while leveraging other data tools as necessary (SQL, Redash, Google Analytics, Tableau).

Product & Strategy Analyst Duties & Responsibilities

To write an effective product & strategy analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included product & strategy analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Primary point of contact for Product Teams with regards to data analysis - - for questions, training, ad-hoc analysis for external data sources that the PS&O team manages
Assemble pre-season fact packs from multiple data sources and publish to the business
May assist with development of current and future products and strategies, defining appropriate uses
Assist in every step of product delivery – analyzing requirements, creating design, creating project plan, managing regular updates, interacting with tech teams
Prepare data for analyses of investment products and trends – coordinate globally as needed on requests
Help organize product training calls and materials – leverage technology to share information
Build competitive analysis with the goal of eventually presenting
Assist portfolio managers and support other product strategists with ad-hoc projects and analyses, including performance attribution/reporting, trade analysis, risk analysis, exposure/allocation analysis, factor analysis
Utilize expertise to participate in development of asset class and product campaigns
Work closely with TPD sales teams to facilitate product sales by providing a high level of technical expertise across the range of relevant products, including communication of investment process, portfolio positioning, points of competitive differentiation, and analysis of investment results

Product & Strategy Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Product & Strategy Analyst

List any licenses or certifications required by the position: SQL, SAS, CFA, CPA

Education for Product & Strategy Analyst

Typically a job would require a certain level of education.

Employers hiring for the product & strategy analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Economics, Finance, Statistics, MBA, Engineering, Business/Administration, Marketing, Computer Science, Education

Skills for Product & Strategy Analyst

Desired skills for product & strategy analyst include:

Data sources
Hands on experience using database software and analytical/reporting tools
Process and tools used for development
Product management

Desired experience for product & strategy analyst includes:

Pursuit of professional designations (CIMA, CFA,) preferred
Bachelor's degree in Business, Finance, Economics or related field with a minimum overall GPA of 3.2
Knowledge of Market Data tools a plus (Morningstar, Strategic Insight, Lipper)
Desire to pursue CFA
Collaborate with other team members in elevating the product proficiency / effectiveness of GSAM sales professionals through ongoing training, communication of relevant portfolio analytics and the development of sales ideas
Coordinate with the relevant portfolio management teams, other members of the Product Strategy Group, TPD sales & marketing groups to develop and deliver relevant, highly impactful portfolio insights and product positioning ideas

Product & Strategy Analyst Examples


Product & Strategy Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of product & strategy analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for product & strategy analyst
  • Define the scope and deliverables in co-operation with internal client and the Strategy Manager/Senior Strategy Manager
  • Drive and/or support the project using best practices, working with resources from Corporate Strategy, BU's, internal support functions and external sources of knowledge
  • Ensure that his/her parts of studies are carried out according to commitments to internal customers
  • Present and/or contribute to preparing findings and recommendations to appropriate decision groups (BU, ExCom...)
  • Day-to-day execution of product strategy efforts, working with a cross-functional and cross-LOB team, contributing thought leadership to efforts as well
  • Assist with the development, maintenance and management of the rolling 3 year product roadmaps for the DWM Product Strategy team, in close partnership with the Head of DWM Product
  • Lead development and implementation of Field Product Expansion efforts
  • Coordinate with sales organization to define implementation strategy
  • Develop and track measurement plan
  • Develop and maintain strong relationships within the global Trading & Liquidity Strategies group local client, portfolio management, operations teams, external custodians and trustees
Qualifications for product & strategy analyst
  • Knowledge of BLAZE, ECF, and Batch processing
  • 2+ years experience in Payments, with a focus on strategy and product development
  • Interest in payments business and products
  • BA or BS from a top-tier program or graduate level education preferred
  • Documentation and approvals for new business initiatives planned including launch activities
  • Contribute to enhance the current implementations, operations and service model into a state of the art value proposition for the product

Product & Strategy Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of product & strategy analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for product & strategy analyst
  • Assist in working on special projects as assigned
  • Liaise with internal functional groups including Product, Client Service, Implementations and Operations to trouble shoot client issues
  • Partner with Merchandising teams on ad-hoc Market share requests as needed
  • Drive dashboard development and rollout of new analytics service
  • Manage data delivery and analysis coming from analytics vendor and work with Company Planning on ongoing integration in Commercial Planning process
  • Manage data delivery for Divisional Strategy Managers and ensure standardization of information
  • Facilitate team alignment on progress and next steps including developing agendas, cascading meeting notes, identifying next steps
  • Define business needs, propose and implement product solutions, as assigned
  • Understand and apply competitive intelligence and market/industry news
  • Understand and apply rules and regulations affecting products and programs, including but not limited to the Affordable Care Act
Qualifications for product & strategy analyst
  • Experience with and/or prior collaboration with Sales, Operations and Service
  • Presentation skills – making and delivering presentations to a varied audience
  • Bachelor’s degree or higher, preferably in Digital, Marketing, Business Administration, Finance, Economics, Accounting or related field
  • Experience in a Digital discipline, or a demonstrated interest in both Digital and strategy
  • Experience within an Agile Development Framework
  • Proactive learner who possesses a solid work ethic, with adaptability to work beyond standard hours during busy periods and/or to meet tight deadlines

Product & Strategy Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of product & strategy analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for product & strategy analyst
  • Analyze product features relative to competitors including, but not limited to, benefits, services and price
  • Establish and maintain effective working relationships within the product team and with internal and external customers such as IS, sales/account management, Membership Administration, Medical Management, and Legal
  • Lead or serve on workgroups as assigned for various initiatives to ensure effective implementation
  • Design, implement, communicate, and administer / policies and processes that contribute to the success of the division, and support the objectives of the enterprise
  • Maintain knowledge of the assigned products, programs and initiatives
  • Closely monitors and assesses growth and profitability trends, the impact of planned initiatives aimed at improving performance across various product lines
  • Mentor, motivate and train less experienced staff and peers
  • Of pilot programs that require strong analytical abilities
  • Provide technical expertise to develop models that help quantify the financial impacts of investment strategy reviews and other PS&IS projects
  • Research investment and hedging strategy topics
Qualifications for product & strategy analyst
  • Exceptional attention to detail in order to produce accurate work product in a time crunch
  • Proven track record of strong integrity in working with highly confidential information
  • Bachelor degree with 1-3+ years related work experience (manufacturing or consumer goods industry preferred)
  • Possess proven ability to consolidate, analyze, and interpret large data sets, providing concise/high level insights
  • Driven and highly motivated with a strong attention to accuracy and detail
  • Demonstrated ability to multitask in a deadline situation

Product & Strategy Analyst Job Description

Job Description Example
Our company is hiring for a product & strategy analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for product & strategy analyst
  • Provide Global ALM support for a variety of initiatives and ad-hoc projects, such as segment consolidation, reinsurance, and acquisitions
  • Proactively seek opportunities to streamline current investment strategy review processes and tools
  • Review and update process documentation on a regular basis
  • Engage cross-functionally across the organization to drive results and resolve issues encountered by the team
  • Turning data into meaningful and actionable insights for our team and our enterprise partners to help inform and refine our longer term strategy
  • Forecasting script impact and providing highly-visible script reporting to measure initiative performance
  • Partnering across our team and with call center leadership to provide operational reporting metrics to drive both efficiency and quality of patient interactions
  • Advising on the execution of mini-tests and quickly reporting results with minimal resources
  • Monitor product(s) performance in the marketplace, including membership, market share, and financial performance
  • Ability to compare enrollments by line of business and product and plan type to membership forecasts
Qualifications for product & strategy analyst
  • Ability to analyze and interpret business and financial data and draw strategic conclusion
  • Self-motivated, confident, flexible, innovative and proactive problem solver
  • Technology savvy – able to learn new software quickly
  • Strong problem solving skills across a wide range of business and product issues
  • Knowledgeable of the advisory landscape, specifically SMAs and UMAs
  • Strong familiarity with competition (broker-dealers, TAMPs, ), platform/ product trends and regulations

Product & Strategy Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of product & strategy analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for product & strategy analyst
  • Partner with a large number of internal teams to source content for communications and Powerpoint presentations
  • Identify target markets, research market opportunity, and track membership through product lifecycle and across product lines
  • Ability to analyze and provide a succinct assessment and recommendation for improvements, including influencing factors such as pricing, distribution, competitors’ activities
  • Performs all other necessary and requested product duties, including supporting Retail Strategy planning and performance as needed
  • Partner with Product Managers and Associate Product Managers to identify and define product KPIs and other success metrics
  • Develop reports and dashboards to provide visibility into product analytics and enable decision-making by clearly visualizing demands for features versus available production capacity
  • Perform deep-dive analyses into critical product areas to identify opportunities of product improvement
  • You will Identify, translate, prioritize, and inform important product questions with data
  • Synthesizing and communicating insights and product plans
  • Partner with Product Managers and Product Owners to identify and define product KPIs and other success metrics
Qualifications for product & strategy analyst
  • Working knowledge of how account management platforms work - controls, inputs/outputs
  • Extremely organized in taking a comprehensive project management approach to all work
  • Ability to excel in a dynamic, fast-paced work environment
  • Must possess extensive experience with Microsoft applications
  • Investor relations experience experience organising and co-ordinating conference and events
  • In a program leading to a BA/BS

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