Product Analyst

• Support product management in completing both strategic and tactical initiatives related to the ongoing development and support of the TD Wealth Products & Platforms
• Data gathering and translation to support new product evaluation
• Carrying out process improvement and initiatives from requirement definition to implementation
• Working with various business groups to identify opportunities for process improvement
• Assisting with sponsor and strategy launches
• Maintaining and improving relationships
• Support and resolve advisors day to day questions and issues around assigned product and platforms
• Manage small projects from analysis to implementation working with operations, vendors and technology
• Support internal procedures and processes required to maintaining daily account activity
• Perform workflow & business analysis resulting in operational procedures to meet business needs
• Assist in analyzing new business opportunities to assess effects on workflow
• Liaise with vendors to coordinate product enhancements and platform change management

Senior Product Analyst, Wealth

• Build and maintain BI dashboards that track key metrics across IDR product & operations - win rates, collections, cash flow, and operational throughput
• Work with product lead on executing on: A/B testing experiments, tracking results, documenting what worked and what didn’t
• Investigate performance questions with Product and Operations— surface root causes, identify what's working and what isn't, and translate findings into clear recommendations
• Support data integrity and consistency across operational systems — helping ensure that the numbers teams rely on are accurate and trustworthy

• Own a portfolio of projects aimed at improving activation, retention, and personalization across the MDCalc platform
• Drive each project from problem definition through scoping, delivery, and post-launch measurement
• Identify engagement gaps using qualitative research, behavioral data, and competitive benchmarking
• Build and iterate on onboarding experiences that help new users quickly understand MDCalc's value and establish return habits
• Define success metrics and work with Data to instrument and evaluate activation flows
• Own projects that increase return visit frequency and surface relevant tools to the right users at the right moments
• Partner with Engineering and Data on personalization capabilities — favorites, recents, specialty-based recommendations, and similar patterns
• Write clear product requirements, user stories, and acceptance criteria that Engineering and Design can build to
• Lead cross-functional execution across active projects, managing scope, timelines, and dependencies
• Use data to identify issues post-launch, measure outcomes, and drive continuous improvement

• 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

• Ramp up quickly to become the primary owner of high-impact data deliverables, driving product success by delivering best-in-class outputs with a focus on accuracy, client value, and efficiency
• Design, maintain, and run comprehensive QA processes to ensure data accuracy and reliability across assigned sector products & client deliverables
• Serve as a trusted resource for our clients and internal stakeholders by understanding client needs and aligning them with our data methodologies, limitations, and coverage
• Independently investigate and resolve complex data quality issues
• Collaborate cross-functionally with Insights and Engineering to align on best practices to deliver customer value, and develop technical solutions that streamline workflows, optimize data processes, and expand automation
• Proactively identify opportunities to improve efficiency, robustness, and data quality within your team’s workflows, and mentor peers accordingly

Data Product Analyst

• Become the primary owner of high-impact data deliverables
• Design, maintain, and run comprehensive QA processes
• Serve as a trusted resource for clients and stakeholders
• Independently investigate and resolve complex data quality issues
• Collaborate with Insights and Engineering teams
• Identify opportunities to improve efficiency and data quality

• Capture and organize business requirements and stakeholder ideas received through the intake process into a backlog of product features, enhancements, and project initiatives.
• Lead requirements analysis by working closely with business stakeholders and development teams to identify and estimate feasibility, risks, dependencies, business impact, and resource needs for proposed technology solutions.
• Maintain prioritized product roadmaps created from the product backlog and perform release planning to meet technology vision and business strategy.
• Lead backlog grooming and deliver business requirements via artifacts such as epics, user stories, well-defined acceptance criteria, wireframe diagrams, process maps, etc.
• Participate in the delivery process through attending the necessary meetings, conducting pre-release testing, demonstrating new features for business stakeholders, and gathering stakeholder feedback.
• Develop functional application documentation & user guides.
• Support IT leadership to implement and incorporate new technology platforms into the digital portfolio.
• More than 10% of travel

Digital Product Analyst

• Provide Salesforce Architecture recommendations to stabilize the environment.
• Drive integration with ERP solutions to decouple Salesforce functionality.
• Administer and maintain Salesforce platform including user account management and security settings.
• Configure Salesforce objects, fields, workflows, and process automation for business needs.
• Provide ongoing support and training to end-users to ensure effective adoption.
• Collaborate with cross-functional teams to gather requirements and translate them into system solutions.
• Perform system monitoring, troubleshooting, and performance optimization.
• Implement data management best practices including deduplication and cleansing.
• Create and manage reports, dashboards, and analytics for business decision-making.
• Stay updated on new Salesforce features and recommend improvements.
• Assist in system integrations with third-party applications.
• Ensure compliance with Salesforce best practices, governance, and security protocols.

Salesforce Product Analyst

• Develop white papers to drive innovation, knowledge sharing, and process improvement
• Evaluate emerging technologies and contribute to new intellectual property development
• Establish and document engineering standards, policies, and best practices
• Coordinate customer design requirements with facility upgrades and retrofit planning
• Support strategic global customer accounts with technical expertise
• Partner with Design & Construction teams to ensure alignment and execution
• Perform site evaluations aligned with engineering and product design standards
• Conduct market and competitive analysis to support strategy and product evolution
• Support Sales Engineering efforts including proposals, RFPs, and deal enablement
• Contribute to development and maintenance of White Space Design Engineering Guidelines

Product Analyst Intern

• Manage and maintaining the Contxt product backlog, ensuring requirements and user stories are clear, detailed, and prioritized for engineering execution
• Translate business, operational, and clinical needs into structured user stories, acceptance criteria, data rules, and workflow diagrams
• Run backlog grooming, sprint planning, and daily agile ceremonies with engineering
• Map complex eligibility logic, clinical workflows, claims data rules, and EHR-derived data structures to ensure consistent system behavior
• Apply knowledge of EHR systems and interoperability standards (FHIR, HL7, CCD) to define integration logic, data mappings, and expected system behaviors that enable accurate eligibility and workflow automation
• Collaborate with engineering to clarify requirements, answer questions, and ensure development aligns with expected outcomes
• Create user flows, data dictionaries, rule libraries, and system documentation for engineering, QA, sales, and customer-facing teams
• Lead user acceptance testing (UAT), validating sprint increments, identifying defects, and ensuring each release meets quality standards
• Support customer discovery sessions by documenting insights and translating emergent needs into well-defined product requirements
• Partner with the General Manager, Marketing, and Product Manager to support Value Analysis activities, quantifying operational lift, modeling potential ROI, and translate product capabilities into measurable business impact for prospects and existing clients
• Develop structured value frameworks, case studies, and repeatable templates to support pre-sales and post-implementation conversations

Product Analyst – IntelliScript

• Provide analysis on Navy Federal's desktop infrastructure and environment to identify and mitigate vulnerabilities, assess policy and process impacts, and drive risk reduction.
• Perform root cause and trend analysis, monitor KPIs, and deliver data-driven recommendations to strengthen security and operational effectiveness.
• Collaborate with external stakeholders, and business units to resolve vulnerabilities, support audits, and ensure compliance with enterprise standards.
• Develop SOPs, reporting, and documentation to standardize practices and sustain audit readiness.
• Provide issue management support, conduct impact assessments, and troubleshoot vulnerability-related issues while consistently meeting defined deadlines.

Technology Product Analyst

• Analyzes product and portfolio P&L performance, identifies growth opportunities, assesses new product metrics, and evaluates initiatives to uncover issues.
• Provides strategic recommendations and implements improvements to drive profitable growth.
• Develops and enhances reports and tools which support better decision-making for our business partners.
• Become and act as subject matter expert in specific pet insurance contracts, products and rating structures, within the confines of the products they are assigned.
• Constructs, and works with, structured information and data sets from multiple sources to generate analytical insights, following best practices for data retrieval and ensuring data integrity across products.
• Conducts ad hoc analyses to address and resolve emerging business challenges.
• Supports the exploration and analysis of key data points to support on-going monitoring, maintenance, and underwriting of existing products.
• Collaborates with key stakeholders, such as Actuarial and Underwriting, to identify portfolio insights, emerging trends, and profit opportunities, enhancing performance and mitigating risk.
• Consults on portfolio strategy, through the lens of data and analytical trends.

• Own the investigation lifecycle; take a signal from definition through root-cause analysis to a written recommendation
• Connect data and context; frame the right questions with analytics and understand the full picture with carrier partner teams
• Independently analyze each opportunity’s revenue impact, root cause, urgency
• Produce intelligence artifacts; document the problem, why it's happening, what we should do, and what it's worth
• Partner with the product team; translate findings into clearly prioritized opportunities for product managers to act on them

Payments 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

• Develop and apply subject-matter expertise related to deposit and debit products.
• Execute product development initiatives and other projects by analyzing business and user needs, documenting requirements, measuring performance, and interpreting results to drive profitable growth, operational soundness, or regulatory compliance.
• Define Epics, Features and User Stories for DPRE product and pricing enhancements
• Partner in the execution of marketing, promotional and sales campaigns to drive client acquisition, deepening and retention for deposits and debit products.
• Work with Channel Leaders, Complaints partners, and Enablement teams to research and resolve client issues and create product and process documents to assist in teammate training.
• Build strong working relationships with key partners (Marketing, Legal, Risk, Compliance, Distribution, Servicing, Operations, Analytics, Technology, etc.).
• Work effectively as a part of cross-functional teams to drive successful strategic outcomes.
• Partner with analytics teams to conduct analysis around client behavior and needs.
• Perform research into competitor products.

Deposit Product Analyst – Deposit Pricing and Rewards Engine

• Analyzes assigned product performance and identifies issues and opportunities;
• Researches new ideas to improve product offerings
• Tests new rating models to determine accuracy of prediction, loss ratio improvement and segmentation
• Analyzes and develops algorithms using SAS programming and MS Excel;
• Prepares reports, graphs and charts based on research and analysis
• Participates in the formation of business plans and forecasts while identifying trends
• Work with multi-functional groups to communicate and implement product changes in assigned states and line of business

Product Analyst I

• The Data Product Analyst serves as a critical bridge between business stakeholders, analytics teams, and data management groups.
• This role combines strong data analysis capabilities with core business analysis skills to ensure that data is effectively leveraged to inform strategic decision making, improve processes, and influence solution design.
• In addition to championing data stewardship, the Data Product Analyst plays a key role in eliciting requirements, documenting business processes, and facilitating alignment across technical and business teams.

Digital Data Product Analyst

• Own the end-to-end process of querying, validating, and analyzing large datasets to uncover insights that drive product, growth, and monetization decisions
• Partner closely with cross-functional leaders to forecast user lifetime value (LTV), acquisition costs, retention trends, and overall business performance
• Analyze acquisition performance, user behavior patterns, engagement trends, and monetization metrics to identify growth opportunities and improve decision-making
• Build scalable SQL queries and forecasting models that support performance tracking, strategic planning, and optimization efforts across the business
• Ensure data accuracy and consistency by auditing data sources, validating metrics, and improving reporting processes
• Translate complex analytical findings into clear, actionable recommendations for both technical and non-technical stakeholders
• Help shape how teams think about performance by identifying meaningful trends, surfacing risks, and providing proactive insights
• Mentor junior analysts by reviewing work, sharing best practices, and helping elevate analytical thinking across the team.

• Support product analysis by gathering and organizing data related to product performance, pricing, and underwriting trends.
• Assist with market research and help maintain competitive intelligence across insurance products and states.
• Help prepare presentations and reports to communicate findings to team members and stakeholders.
• Coordinate with actuarial and underwriting teams on updates to guidelines and pricing inputs.
• Track regulatory updates and assist the team in keeping product documentation aligned with compliance standards.
• Work within systems like Excel and SQL to run queries and manipulate data under guidance from senior analysts.
• Contribute to cross-functional projects to support product development and enhancements.

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