Associate Director - Product Analyst

Position Summary

Responsible for financial analysis and diligence of Forum's products and its competitive set.

Key Responsibilities:

• Oversee the analysis and performance of Forum's funds.
• Identify, monitor, and evaluate competitive market trends and general economic conditions as they relate to the Forum investment strategy.
• Create external communications to investors for potential investment opportunities and investment updates.
• Research and analyze the current state of Forum, it’s products, and it’s competitive set to help determine Forum’s next steps in the marketplace.
• Communicate with the Product Development Committee (“PDC) and the Business Development and Investor Relations (“BD/IR”) teams on applicability of competitive products and industry trends to Forum’s markets, products, and strategy.
• Help to structure and create new product plans and recommendations, including target markets, objectives, features, sales and financial plans.
• Prepare financial models and forecasts for Forum’s product set and proficiently communicate their meaning and implications to company executives.
• Assist the Senior Managing Director of Product Strategy on the vetting of new product ideas and market channels.
• Monitor the risks inherent in Forum’s products, sales of the products and product portfolio and manage within acceptable tolerances.
• Assist in the preparation of product data rooms, due diligence questionnaires and other requests for information on all Forum products lines.
• Prepare summaries and analysis of Forum’s products for investment committee, PDC, and/or BD/IR review.
• Interface and coordinate with both internal and external parties to ensure smooth communication flow.