Product Information Analyst

Shared Services
B51011 - Fund Administration

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 Sr. 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 to support the Putnam sales, marketing and client service efforts.   As a Senior Product Information Analyst, the role requires additional responsibilities including training and guidance of more junior staff.  Additionally the senior analyst will be expected to drive out analytical solutions to ensure the product strategy is presented in an accurate and transparent manner.  This involves partnering with Performance Analysts, Product Managers and Investment staff to drive out methodologies related to portfolio composition reporting.

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.

  • Bachelor’s Degree and demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribution
  • Intermediate level systems skills including knowledge of and exposure to database and spreadsheet management and technical knowledge of portfolio reporting systems, multiple Microsoft platforms
  • Mastery of organizational skills including management of multiple priorities and the ability to perform/deliver under tight deadlines
  • Desire and ability to work independently and as part of a team environment with a “can-do”, positive attitude
  • Excellent verbal and written communication skills 
  • Experience and/or desire for a career in the investment management business

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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