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Product Information Analyst - Boston office

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B51019 - Investment Services and Ops
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The Product Information Management group is responsible for producing marketing and sales materials, in support of all business channels including U.S. Retail, Defined Contributions, Offshore and Global Institutional.  Putnam strives to have the most competitive marketing and sales materials in our industry and we believe the materials we produce are key component of our clients’ experience.  The Product Information Management group’s mission is to empower our marketing and sales executives with the portfolio analytics they require to effectively market the investment strategies.

 

The Product Information Analyst will provide statistical reporting, analysis, and materials across all asset classes in Putnam (i.e. Domestic Equity, International Equity, and Fixed Income) and business channels (Retail, Institutional, International).  The Product Information Analyst will consult with multiple internal teams to determine relevant data for the analysis and reporting.   They will also work closely with the Product Team, Investment teams and Information Services to provide critical information, performance characteristics, and analysis in support of the Putnam sales, marketing and client service efforts as well as with the Legal and Compliance teams to provide the requisite fund data in support of Putnam’s regulatory reporting efforts. 


 Primary responsibilities:

  • Access, analyze, interpret and display all appropriate and relevant data as it relates to investment performance, characteristics, and attribution of returns across all Putnam business channels and product groups (i.e. Domestic Equity, International Equity and Fixed Income).  Review data for reasonability as well as compare rates of return, benchmarks and investment processes of the particular products.  Utilize reporting tools to generate and deliver reports.  Relevant data may also include but is not limited to:
    • Performance attribution
    • Asset allocation
    • Asset reconciliation
    • Competitive market analysis detail
  • Prioritize distribution and meet deadlines for all appropriate and relevant data including standard and customized reports and “template” material (i.e., client review books, sales and prospect materials, consultant questionnaires, RFPs).  Deliver data and analyses to internal clients on a weekly, monthly, quarterly, annual and ad hoc basis; ensure that the data is distributed through the most efficient and effective vehicles with accuracy and within requested deadlines.
  • Work with the team and internal business partners (Product Management, Technology, Operations, and others) to build out and maintain high end reporting tool to support marketing and sales materials on an ongoing basis.
  • Proactively identify alternate solutions to improve current processes for data access, distribution and service levels. Ensure optimum performance, reliability and efficiency of the distribution of materials by initiating meetings with internal resources in Putnam Global Institutional Management, Retail Management, Technology, Investments, and Operations.

Minimum Qualifications:

  • Bachelor’s degree and a minimum of two years of related experience. 
  • A background in performance, attribution, portfolio accounting or client service is preferred.
  • Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribution required.  The Product Information Analyst has ultimate responsibility for the overall quality of data and commentary contains in materials and, therefore must have a strong attention to detail.
  • Must have intermediate to advanced MS Excel skills


At Putnam we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also undertake to hire, develop and retain the most talented individuals by valuing the varied skills that you bring.

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