About the role

The analyst will support the management and maintenance of investment products, including mutual funds and managed accounts, while coordinating with internal teams on operational requirements. They are also responsible for preparing reports on assets under management, assisting with reconciliations, and supporting compliance and due diligence activities.

What they look for

Financial services Asset management Investment operations Product management Data reconciliation Portfolio accounting Reporting Project management Microsoft Excel VBA Macros Compliance Financial analysis Communication Organizational skills

Requirements

Candidates must hold a bachelor's degree in finance, economics, business, or accounting and possess strong analytical and organizational skills. Additionally, the role requires the successful candidate to obtain FINRA Series 7 and Series 66 licenses within the first year of employment.

Full description

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 AAM’s 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: $65,000 - $85,000 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:

Bachelor’s 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 firm's $2.2 billion in assets under management represents AAM's 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, visit www.aamlive.com.

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.