Product Management Analyst

Less than 5 years experience  •  Insurance

Salary depends on experience
Posted on 11/22/17
Charlotte, NC
Less than 5 years experience
Salary depends on experience
Posted on 11/22/17

Primary Responsibilities

Candidate will be an integral member of the BAI team and work with senior members of the product management team.

Position responsibilities include:

  • Working together with sales team, investment team and back and middle offices to respond to requests for data and/or presentation materials in a timely manner
  • Assisting in production of weekly, monthly, quarterly and annual marketing and pitch materials
  • Formatting and maintaining external and internal presentations in PowerPoint
  • Basic modeling
  • Coordinating meetings for projects and managing follow-ups
  • Work with firm’s internal compliance and legal departments to ensure external documents are compliant with regulatory requirements and firm guidelines


  • Bachelor’s degree in Finance, Economics, or other Business-related field strongly preferred
  • Minimum two years of experience in private equity, consulting, investment banking, research, or similar fields related to investment management
  • A high degree of proficiency with Excel, Word and Power Point
  • Experience in fast paced environments managing multiple, competing priorities
  • Strong presentation capabilities, including verbal and written communications skills
  • Ability to develop strong relationships with high-level executives and investors
  • Demonstrated initiative in problem solving and successful project management
  • Strong time management, organizational, facilitation and collaboration skills
  • Strong work ethic and willingness to learn in a team environment
  • Ability and willingness to travel if needed
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