About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position overview

Confidential Client is seeking an entry-level Product Analyst to join their Product Strategy group in Balboa, CA. This role offers early-career exposure to product development, portfolio analysis, client engagement, and cross-functional collaboration across investment, legal/compliance, and client teams. The position is well suited to candidates with strong quantitative skills, curiosity about financial markets, and an interest in using emerging technologies — including AI — to improve workflows and client outcomes.

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What You’ll Do

• Build deep familiarity with portfolio positioning, performance attribution, and the investment process for the strategies you cover.
• Serve as a trusted internal resource to Account Managers and Client Management on assigned strategies.
• Maintain and improve product and client-facing materials in partnership with Portfolio Management and Marketing.
• Produce attribution, performance, and risk reports that explain positioning and performance drivers.
• Draft market updates, portfolio commentary, and materials that clearly communicate investment views and product intent.
• Support RFPs and DDQs by drafting and reviewing strategy content to ensure accuracy and consistency.
• Monitor competitors and industry trends and contribute ideas for platform growth.
• Apply and help develop AI-powered tools to automate recurring workflows and improve productivity.

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Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, applied science, or a related discipline.
• 0–2 years of relevant experience; internships in investment management or alternatives preferred.
• Strong quantitative and analytical ability; attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel and PowerPoint; experience with Bloomberg is a plus.
• Demonstrated curiosity and experience using new technologies and AI tools to solve problems.
• Strong time management and organizational skills; ability to multi-task in a fast-paced environment.
• Intellectual curiosity, high energy, and a self-starter mindset.
• Team player who can work professionally with internal and external stakeholders.
• Enthusiasm for financial markets and macroeconomic drivers.
• Interest in pursuing the CFA designation is a plus.

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Compensation & Employment Type

• Employment type: Full-time (Contractor classification also listed by client)
• Salary range (California posting): $90,000 - $110,000 per year
  • This range reflects the base salary; final compensation will consider experience, internal level, and market factors. Discretionary bonus opportunities may also apply.

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Location & Work Authorization

• Location: Balboa, CA (onsite / hybrid as required by the hiring client). Applicants must be authorized to work in the United States.
• Note for California applicants: salary range above is provided in compliance with applicable pay transparency requirements.

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Additional details

Confidential Client follows inclusive hiring practices and provides reasonable accommodations for applicants with disabilities. Candidates who require an accommodation during the application process should notify the client’s accommodation channel or Careertakes.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.