If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Sr. Competitive Insights Analyst researches and analyzes qualitative and quantitative data on competitors and their pr…
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Full-time
bachelor degree, professional certificate
Competitive Pay, Bonuses, Comprehensive Health Insurance, Matching 401(k) Retirement Plan, Adoption Assistance, Education Matching Gift Program
Posted 30d ago
~40 hrs/week
Responsibilities
The analyst researches and analyzes competitor annuity products and market trends to maintain intelligence databases and prepare reports. They provide expert consultation to stakeholders and mentor junior analysts on the competitive landscape.
Requirements
A Bachelor's degree and 3+ years of experience in competitive intelligence or financial services are required. Candidates must hold or obtain FINRA SIE and Series 6 or 7 registrations within 90 days.
Full job description
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The Sr. Competitive Insights Analyst researches and analyzes qualitative and quantitative data on competitors and their products to identify market trends and potential. Maintains and develops competitive intelligence databases and prepares reports as required. The Sr. Competitive Insights Analyst also provides consultation on competitive products to Wholesalers and employees, as well as mentors less experienced Competitive Insights Analysts.
Essential Responsibilities
Researches competitors’ annuity product offering and product design.
Collects data on competitors and analyzes their prices, sales, and methods of operation.
Provides analysis on sales trends in the industry and product specific level analysis.
Conducts research projects on new products and channels, as requested.
Tracks competitors' interest rates and commissions.
Updates and maintains content of internal competitor product database.
Produces monthly and quarterly reports showing competitor product specifications.
Conducts internal and external research projects upon request.
Produces weekly competitor interest rate update reports for the Actuarial Department and Product Management.
Provides written analysis on competitor trends on a monthly and quarterly frequency.
Partners with the Investment Specialist team to provide competitive analysis on sub-account options, costs and trends.
Builds and maintains relationships with internal and externals contacts.
Mentors less experienced Competitive Insights Analysts.
Presents to stakeholders about the competitive landscape and acts as a subject matter expert for competitive products.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Financial services industry experience preferred.
Broad knowledge of annuities products a plus.
Excellent verbal and written communication skills.
Ability to communicate effectively with all levels within the organization.
Ability to analyze, interpret and present complex concepts.
Knowledge of MS Office and other relevant systems.
Ability to prioritize, handle multiple tasks and meet deadlines.
Strong analytical and detail oriented.
Qualifications
Bachelor's Degree required.
3+ years competitive intelligence or financial services industry experience required.
FINRA SIE, FINRA Series 6 or 7 required.
Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Related keywords
Competitive IntelligenceAnnuitiesFinancial ServicesFINRA SIEFINRA Series 6FINRA Series 7Market TrendsQuantitative DataQualitative DataActuarialProduct ManagementSub-account AnalysisMS OfficeCompetitive Landscape
PPM America, Inc. (PPM) is a client-focused investment manager. PPM has the experience and resources to provide our clients with investment solutions across markets, including fixed income, private equity and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.
Important disclosures:
As a general policy, PPM does not respond to posts or inquiries made through any social media platform. You may contact PPM at [email protected].
PPM disclosures: https://www.ppmamerica.com/social
Offices: 225 West Wacker Drive, Suite 1200, Chicago, Illinois 60606, US
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