What are the responsibilities and job description for the Investment Solutions Product Analyst position at Ascendo Resources?
Ascendo is excited to present this opportunity in the financial services industry. We are looking for an analytical and motivated professional to join a high-performing team focused on supporting and expanding a full suite of wealth management products. This position plays a central role in driving strategy, optimizing platform operations, and supporting distribution efforts across multiple business channels. The successful candidate will bring 2 years of financial services experience with a strong background in product management or project support, proven bilingual fluency in Spanish, and proficiency with core industry market data systems.
Responsibilities:
- Track, generate, and refine essential product performance metrics and management reporting.
- Partner closely with internal and external stakeholders to deliver strategic growth initiatives.
- Field daily inquiries regarding investment solutions and assist with client onboarding.
- Conduct specialized research, assist with data requests, and resolve operational issues.
- Monitor regulatory updates and incorporate risk assessments to strengthen process controls.
- Support the development, rollout, and execution of new investment platform enhancements.
Qualifications:
- 2 years of experience in financial services with exposure to product oversight or project management
- Native or fluent Spanish communication skills; Portuguese proficiency is a plus
- Strong analytical, problem-solving, and organization skills with high attention to detail
- Demonstrated ability to communicate clearly and build effective working relationships
- Familiarity with financial research tools and market data systems
- Active Series 7 license preferred
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.