Product Management & Operations Analyst
Job Location:
Princeton, NJ - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Product Management & Operations Analyst
Advisors Asset Management (AAM) seek a motivated detail-oriented Product Management & Operations Analyst to support the Asset Management Solutions business. This entry-level role is ideal for a recent college graduate looking to build a career in financial services asset management investment operations and product management. The Analyst will support AAMs product platform including mutual funds separately managed accounts (SMAs) unified managed accounts (UMAs) and interval funds while gaining exposure to product management operations reporting platform support and business controls. The successful candidate will be expected to obtain FINRA Series 7 and Series 66 licenses within the first year of employment.
Location: Princeton NJ
Salary Range: $65000 - $85000 per year (starting salary determined by experience and qualifications)
Key Responsibilities:
Product Management & Platform Support
- Support the management and maintenance of AAM investment products.
- Assist with onboarding products to third-party investment platforms.
- Help coordinate platform agreements fee schedules and operational requirements.
- Partner with internal teams including Sales Marketing Operations Client Service Technology and Compliance.
- Track project deliverables and support product-related initiatives.
- Respond to inquiries from internal and external business partners.
Operations & Account Administration
- Support account onboarding maintenance and other product-related operational activities.
- Assist with account transaction and data reconciliations.
- Research and resolve operational discrepancies with internal and external partners.
- Support portfolio accounting and reporting for third-party SMA strategies.
- Assist with manager payment processing and reconciliations.
- Coordinate subscription and onboarding documentation with fund administrators and service providers.
- Support interval fund cash movement wiring and reconciliation activities.
Reporting Analytics & Controls
- Prepare reports on assets under management (AUM) sales flows and platform activity.
- Assist with quarterly reporting board materials and manager reporting.
- Maintain process documentation and operational procedures.
- Support compliance due diligence and control-related activities.
- Help coordinate recurring meetings reviews and reporting schedules.
Qualifications & Skills:
- Bachelors degree in finance economics business accounting or a related field.
- Working knowledge of investment markets securities portfolio accounting and financial operations.
- Strong analytical organizational and project management skills with the ability to manage multiple priorities and meet deadlines.
- Excellent attention to detail with the ability to identify research and help resolve data operational and process-related issues.
- Strong written and verbal communication skills with the ability to collaborate effectively across business operational technology and compliance teams.
- Proficiency in Microsoft Office particularly Excel; experience with pivot tables lookups VBA/macros or investment operations systems is a plus.
- Must obtain and maintain FINRA Series 7 and Series 66 licenses within 12 months of hire.
With roots dating back to 1979 AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives exchange-traded funds the fixed income markets managed accounts mutual funds structured products and unit investment trusts. AAM is a part of SLC Management the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of March 31 2026 the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service but not investment management. The firms $2.2 billion in assets under management represents AAMs proprietary separately managed account mutual fund and ETF assets.
AAM is a broker/dealer member FINRA/SIPC and SEC registered investment advisor. For more information .
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
Required Experience:
IC
About Company
For 40 years Advisors Asset Management has been a trusted resource for financial advisors. Advisors Asset Management offers portfolio review, research and analytics, and ongoing support and market commentary. Connect with an AAM solutions expert to learn about our trading and portfol ... View more
