Product Analyst

• Support and help coordinate the fund development and design process, ensuring timelines, inputs, and stakeholder deliverables are effectively tracked and progressed.
• This includes contributing to new product approvals, developing knowledge of target market objectives and constraints, navigating applicable regulations, analyzing competitors, and supporting platform build out while balancing commercial outcomes, scaling efficiently, and risk mitigation.
• Responsibilities also include preparing materials for internal governance forums and maintaining clear audit trails of decisions and approvals.
• Support the execution of all aspects of the fund launch, including structuring and fund terms, maintaining detailed launch plans, tracking milestones, and coordinating inputs across stakeholders.
• The role will also contribute to fund positioning in launch materials and client communications, with a focus on ensuring readiness across operational, legal, and distribution components, and that stakeholders are equipped to represent the fund to clients and prospects.
• Identify opportunities to improve process efficiency, consistency, and transparency across stakeholders, helping to institutionalize best practices and procedures as the platform scales.
• This includes supporting clear expectation setting around time to market, operational setup, reporting requirements, and issue resolution.
• Play a key role in coordinating the drafting, oversight, and maintenance of regulatory documentation, working closely with the Funds Legal team and other Fund Product colleagues.
• Other responsibilities Support coordination with stakeholders regarding potential changes to existing funds. Changes may include: Investment policy updates, portfolio management changes, fee changes, guideline and dealing term updates, and regulatory-driven changes.
• Responsibilities include tracking these changes through governance processes and supporting timely and accurate implementation.
• Contribute to or coordinate drafting of required disclosure amendments to offering documentation, navigating these through relevant governance forums for approval and implementation, and ensuring consistency across supporting materials and marketing documentation.
• Develop subject matter expertise over time, supporting input and education for internal stakeholders across US Wealth topics, including vehicle structures, regulations, instrument eligibility, product trends, pricing, liquidity, and suitability, with guidance from senior Fund Product team members.
• Develop subject matter expertise, proving input and education or various internal stakeholders related to US Wealth, including vehicle structures, regulations, instrument eligibility, product trends, pricing, liquidity, suitability, etc.
• Support preparation of materials for internal governance committees, policy maintenance, and Board reporting, with opportunities to lead and present as experience develops.
• Lead or assist with ad hoc projects, including initiatives aligned to the build out and scaling of the US Funds platform, and provide general troubleshooting support.

Fund Product Analyst

• This position will focus on product data and business intelligence.
• Support a wide range of business initiatives including analytics, reporting, product filings and the development of new product capabilities.
• Work closely with multiple business and IT areas including agency operations.
• Support product management by delivering critical analytical insights; research, conduct high-quality analyses, reports, and communicate key product performance metrics.
• Develop and program scalable and flexible data reporting and analysis solutions to fulfill the team's needs.
• Monitor product performance/results in coordination with actuarial, loss analytics and performance analytics.
• Find areas of weakness and opportunity based on book performance.
• Collaborate with Product Managers to formulate an analytic data-driven approach.
• Provide guidance, collaboration, and execution of advanced data analysis.
• Participate in testing and QA work of various inputs to and outputs from the data warehouse and Business Intelligence applications.

• This position will focus on product data and business intelligence and will support a wide range of business initiatives including analytics, reporting, product filings and the development of new product capabilities in collaboration with various rating Platforms.
• The position will work closely with multiple business and IT areas including agency operations, the business intelligence community, representatives from individual business units and enterprise applications.
• Ability to work on complex problems / projects where analysis of situations or data requires an in-depth evaluation of multiple factors.
• Support product management by delivering critical analytical insights; research, conduct high-quality analyses, reports, and communicate key product performance metrics.
• Research key business data using statistical analysis and data mining to understand historical patterns that can be utilized to improve business performance.
• Develops the programming of scalable and flexible data reporting and analysis solutions to fulfill the needs of the team.
• Monitors product performance/results in coordination with actuarial, loss analytic and performance analytics.
• Monitor the marketplace for emerging opportunities and identify competitor and industrial changes impacting the effectiveness of the current product offers and pricing position.
• Work with business stakeholders to provide technical and analytical leadership, controlling aspects of the development of project deliverables including cross-functional program management, data gathering and manipulation, analysis and modelling, and communication of insights and recommendations.
• Provides data mining, pattern and root cause analyses to help business units understand areas of untapped opportunity.
• Find areas of weakness and opportunity based on book performance.
• Formulates an analytic data-driven approach to address business questions around product, pricing, processes and/or underwriting rules to take advantage of opportunities and strengthen weaknesses.
• Works with product management and actuaries in developing and filing class, rate and / or form filings.
• Provide, create, and develop automated technical solutions to complex manually intensive processes via Microsoft tools.
• Provide guidance, collaboration, and execution of advanced data analysis.
• Enhance/maintain departmental data/databases.
• Participate in testing and QA work of various inputs to and outputs from the data warehouse and Business Intelligence application(s).

Senior Product Analyst

• Driving profitable growth and shaping the future of insurance products
• Using data-driven insights, critical thinking, and cross-functional collaboration to guide product performance
• Performing moderately complex analysis to develop actionable and innovative recommendations
• Proactively assessing market risks and opportunities
• Evaluating multiple possible solutions using data-based insights
• Understanding and communicating overall performance, trends, and strategic insights of personal lines products
• Supporting the development, design, and implementation of new products, programs, and processes
• Preparing and delivering clear presentations and reports tailored to diverse audiences.

Insurance Product Analyst IV

• Conduct various data analyses
• Execute product additions/deletions
• Enable the Portfolio’s pricing process
• Fulfill ad-hoc requests for information, data and analysis as required
• Manage product projects and coordinate closely with suppliers and internal contacts
• Drive onboarding of innovative lab and production suppliers/products
• Produce proactive analyses and competitive intelligence gathering
• Provide data analysis for Portfolio Leadership

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Fund Product Analyst

Product Analyst

Senior Product Analyst

Insurance Product Analyst IV

Product Analyst