WisdomTree is a global leader in financial innovation, specializing in exchange-traded products (ETPs), models, and solutions. Our mission is to leverage the latest in financial infrastructure to offer products that enhance access, transparency, and user experience. With a strong foundation in innovation, we are expanding into next-generation digital products and structures, including digital funds, tokenized assets, and our blockchain-native digital wallet, WisdomTree Prime™. Join us in our journey to redefine the world of finance.
WisdomTree is seeking an Analyst to join its Product Development team. This person will join a highly collaborative team responsible for developing new exchange traded products and leading strategic initiatives. In addition to acute detail orientation skills, the ideal candidate will demonstrate an ability to multitask across numerous disciplines to drive developmental and operational initiatives simultaneously, and the ability to present material to a multitude of constituents. The successful candidate will have experience working with ETFs, with specific experience around strategy evaluation, legal review and be comfortable interacting with internal and external customers.
WisdomTree’s “work-smart” approach to in-person and hybrid work offers flexibility, with strong preference for the role to be based in the New York tristate area.
Success in this role would be achieved by:
- Analyze data and prepare presentations for product development and other product-related meetings for senior management group.
- Monitor competitive landscape and prepare intelligence regarding how key industry competitors are positioned from product, performance and marketing perspective (e.g. direct performance comparisons, marketing activities, market share movements, new products).
- Prepare information for the funds’ Board of Trustees, including new product memos and proposed fund actions.
- Work with internal and external counsel to prepare, review fund related documentation, including prospectuses and other documents, to support and expand the business.
- Coordinate onboarding of third parties, including sub-advisors, listing exchanges, index providers, data providers, and other entities to support product launches and existing products.
- Assist with supporting relationships with key external partners including sub-advisors, listing exchanges, index providers, market data vendors, back office providers and other service providers to stay informed of key developments that may impact the products or uncover potential enhancements.
- Maintain consistent and ongoing communication with internal departments, including operations, sales, research, marketing, capital markets, legal, compliance, and fund administration.
- Assist with the alignment of product, marketing, and research responsibilities and management of inter-dependencies for new ETFs launches and fund changes.
- Assist research, marketing, and sales teams to support sales and marketing initiatives designed to promote products.
- Assist qualitative and quantitative fund analysis to support fund positioning across distribution channel(s).
Experience and required skill set:
- Bachelors degree, preferably with a concentration in Finance, Economics, or other quantitative discipline.
- 2+ years of experience working in the asset management industry. Direct experience in working with ETFs, mutual funds, or other 1940 Act products is a plus.
- Excellent data analysis skills, with ability to synthesize and present information.
- Demonstrated presentation skills to deliver material to the fund Board and other internal constituents
- Ability to write succinct memos and presentations to gain internal support of product ideas and initiatives
- Advanced Excel and PowerPoint Skills
Additional desired skills and experience:
- Industry Certification: NASD Series 7 Or 63 License, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation is a plus, as is pursuit of any of those certifications.
- Ability to work both collaboratively and independently, often under deadline pressure.
- Exceptional quantitative and qualitative skills.
- Strong verbal and written communication skills.
- Ability to work on multiple projects at once and meet established deadlines.
- Proven experience in a product development and/or product management role.
- Experience working within an organization distributed across geographic locations.
- Experience with fund analytical databases, such as Bloomberg, Morningstar Direct.
- Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures.
About Us:
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™.*
*The WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc. (NMLS ID: 2372500), in select U.S. jurisdictions and may be limited where prohibited by law. Visit www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. Foreside Fund Services, LLC, (FFS) is not affiliated with WisdomTree, Inc. and its subsidiaries. FFS does not provide digital wallet or digital asset services.
Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.
Mission, Vision & Values:
WisdomTree is committed to delivering a better investment and financial experience through the quality of our products and solutions, and finding alignment within our community on our core values: WisdomTree employees strive for Excellence & Innovation, work with Transparency & Accountability, and show each other Fairness & Respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
WisdomTree is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
