Analyst Client Experience - Portfolio Construction Solutions
Core
Product Analyst supporting the digital experience and technology workflow for the Portfolio Construction Solutions (PCS) Advisor platform, serving financial advisors and internal teams.
Role type
Product Analyst (Digital Experience & Data)
Builds
PCS Advisor digital products and internal team technology workflows
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Product management, Generative AI, Large Language Models (LLMs), Agentic workflows, Data analytics, SQL, Agile methodology, Requirements gathering, Stakeholder negotiation
Preferred skills
JIRA, Adobe Experience Manager (AEM), Highly regulated industry experience
Technologies
SQL, JIRA, Adobe Experience Manager (AEM), Generative AI, Large Language Models
Responsibilities
Define requirements and prioritize enhancements for digital products; Collaborate with development teams through the product lifecycle; Leverage data and AI capabilities to identify optimization opportunities; Coordinate cross-functional resources for project delivery; Support operational efficiency and compliance initiatives.
Seniority
Mid-level, hands-on IC
