Product Associate Analyst

This is a hybrid work opportunity based in our Boston office requiring a commute to the office multiple times a week. Please ensure you can meet this requirement prior to applying.

Summary

Harbor's strategic objectives are to provide unique and compelling active management solutions to clients across a variety of asset classes and vehicle types, and to be a leader in the rapidly growing Active-ETF space. The Product Team at Harbor was formed in late 2019 to centralize product development, management, and administration, and be a connecting point between the Investments and Distribution organizations. What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. The Portfolio Construction team focuses on evaluating advisor client portfolios and providing insights about how they may prospectively improve the outcomes for clients. These responsibilities allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, please click on "Apply" to start your application!

Key Responsibilities

The Product & Portfolio Construction organization is part of the broader Investment organization. The Associate Analyst will be primarily responsible for supporting both the Product and Portfolio Construction functions in these broad ways:

• Lead the development and upkeep of the Product's investment reporting library, catering to Harbor's Investment Team, Distribution Team, and external clients and prospects

• Lead the design and execution of various repeatable analyses in support of product development and product management initiatives

• Lead the design and execution of various portfolio construction and competitive intelligence analyses in support of Distribution initiatives

• Construct, oversee, and enhance reports to effectively display mutual fund and ETF performance, providing valuable insights to internal and external stakeholders

• Utilize industry-leading analytical vendors, with a focus on proficiency in Morningstar and Broadridge Global Market Intelligence

• Demonstrate strong organizational and time management skills to efficiently lead and systemize processes, ensuring seamless coordination of timelines and workflows

Key Behavioral Expectations

• Drives for Results (Impact)

• Creates Culture of Collaboration (Impact)

• Communication & Engagement (People)

• Courageous & Resilient (People)

• Agility & Adaptability (Organization)

Minimum Qualifications

• Strong academic credentials - bachelor's degree in finance or STEM related background preferred

• 3 or more years of experience in asset management or financial services

• CFA or CAIA candidate preferred

• Morningstar Direct experience preferred

Knowledge, Skills & Abilities Required

The ideal candidate is energetic, articulate, process-minded, and excels in working effectively within tight deadlines, demonstrating the ability to quickly assess situations and exercise sound business judgment. The candidate must possess an innate curiosity to immerse him or herself in all aspects of Harbor Capital's business and be sufficiently flexible to work on a variety of initiatives in a range of different functions, often at the same time.

• Good understanding of the asset management industry and intellectual curiosity to continue to build out a deep knowledge of the industry

• Experience with research tools such as Morningstar Direct; excellent Excel proficiency a must

• Exceptional communication skills with an ability to consistently express ideas and develop engagement through various methods (PowerPoint, email, individual conversations, etc.)

• Strong time management and organizational skills with the ability to handle multiple projects on an evolving work environment

• Able to work in a fast paced and constantly changing environment

• Strong attention to detail

• Team oriented

Salary Range: $75,000-$85,000 plus bonus eligibility