Summary

The Product Support Analyst, a member of the Product Support team within Harbor Services Group, supports the operations and distribution efforts of Harbor Capital.

Key responsibilities include duties such as completing RFPs and maintaining our RFP database, preparing and publishing monthly Factsheets and Quarterly Reports, running Product Comparison Requests, completing data requests for the organization, and supporting our Model Portfolio business.

The analyst will be one of six Product Support team members. Although analysts have significant autonomy in managing their responsibilities, they work collaboratively to support one another and ensure seamless coverage when a team member is out of the office.

The Product Support Analyst will work with Harbor’s Subadvisor partners and also partner closely with internal teams such as Marketing, Sales, Distribution Intelligence, Legal/Compliance, and Investments in support of Harbor’s growth and relationship management priorities.

Key Responsibilities

The Product Support Team is part of the operational services within Harbor Services Group serving the greater part of the organization, Harbor Capital. The broad responsibilities to the role are as follows:

• Prepare, quality-check, and publish monthly FactSheets and quarterly reports by established deadlines.
• Coordinate and complete RFPs, DDQs, and RFIs, according to client requirements and deadlines.
• Complete product comparison reports and custom analysis requests within a 24-hour turnaround time.
• Assist with the preparation of client reports and meeting materials on demand.
• Maintain accurate and current information in external databases.
• Provide additional support in response to client and organizational needs.

Key Behavioral Expectations

• Agility and Adaptability
• Drives for Results
• Communication and Engagement

Minimum Qualifications

• Bachelor’s degree required.
• A minimum of one to two years of experience in the asset management industry is preferred.
• FINRA Series 7, 63, and 24 licenses, or the ability to obtain the required licenses within 12 months of employment.

Knowledge, Skills & Abilities Required

• Demonstrates professionalism and a strong client/customer-first orientation.
• Detail-oriented, with the ability to manage multiple priorities and meet deadlines.
• Excellent organizational, communication and interpersonal skills.
• Collaborative team player with a positive attitude and the adaptability to thrive in a growing firm.
• Intellectually curious and committed to continuous learning through both independent development and formal training.
• Demonstrates sound judgment, integrity and accountability, including a willingness to acknowledge and learn from mistakes.
• Technologically proficient, with advanced skills in Microsoft Excel and PowerPoint and familiarity with ChatGPT.
• Experience with Salesforce is a plus.

Compensation Pay Range: $65,000 - $85,000, depending on experience.

This position is a hybrid opportunity based in our Chicago office. #LI-Hybrid