Product Analyst, Private Equity

Business Development & Marketing Toronto, Ontario


Product Analyst, Private Equity

Toronto, Ontario


About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

As a core member of our Private Equity team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.

Your Role:

A Product Analyst in Product Management can either operate independently with a product development team, on a smaller product or area, and under the leadership and mentorship of a more senior product manager, or can be part of team of product managers and analysts on a larger product or area. Responsibilities include:

  • Product Development
    • maintain, develop and share industry knowledge: market, competitor, technology
    • maintain an awareness of client/prospect requests sourced by Business and Sales teams
    • identify revenue generating / differentiation / expansion / market share increase ideas
    • support interactions with clients/prospects to gauge product development interest
    • help evaluate ideas and present to Management for consideration in strategic planning
  • Strategic Planning
    • assist efforts with the Business to define, sponsor and steer investment initiatives
    • identify potential strategic changes to standard operating models
    • work with Business and Technology teams to prioritize product enhancements
    • collaborate with Technology on tool selection, resource allocation and estimates
    • contribute to the development of 1 and 3 Year roadmaps and annual budget plans
  • Project Execution
    • with the Technology and Business teams, support product strategy implementation
    • influence teams in solution delivery; create and ensure quality project deliverables
    • share product development status and adoption with Management and Stakeholders
    • collaborate with Business subject matter experts to define functional requirements
    • contribute to readiness activities, including product communications and training
  • Strategy Alignment
    • maintain an awareness of other Product teams on strategic priorities and approaches
    • deliver consistent experience for clients across Private Equity, Real Assets, and Hedge
    • support efforts with the Business to maintain updated product offering descriptions
    • measure and, with the Business, promote strategic solution adoption
    • with Sales, ensure alignment of solution to product marketing messages
  • Product Marketing
    • Contribute to product marketing activities: positioning, messaging, and enabling
    • relay subject matter expertise to Business teams and internal Stakeholders
    • relay subject matter expertise to help Relationship Managers grow client relationships
    • provide demonstrations and support proofs of concept to help Sales attract new clients
    • build Citco's brand and reputation in the marketplace, including participation at industry events, writing marketing briefs and other brand building activities.

About You:

  • 1-3 years of Product Marketing and/or Other Related Experience
  • Knowledge
    • Private Equity Portfolio and Asset Management
    • Fund Accounting and Administration
    • Technology Trends in Accounting
    • Product Marketing Strategies
    • Client Relationship Management
  • Capabilities
    • Strategic Thinking
    • Cross-Functional Collaboration
    • Stakeholder Management / MS PowerPoint Presentations
    • Business Case Development
    • Project Management
    • Product Marketing Writing Acumen


Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.


We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

Citco’s Competencies Level 8 Process contributor: PRODUCT ANALYST


Business Acumen: Using a general knowledge of Citco, coupled with detailed knowledge of function, business requirements and relevant system to generate innovative ideas to improve performance.


Risk Management: Actively protects Citco's reputation by demonstrating an awareness of and a commitment to management of risk. Consistently implementing standard Citco policies and procedures, aware of all potential internal and external operational risk to Citco and engages all necessary resources and implements appropriate controls to manage risk


Sound Decision-Making: Proactively addresses issues and makes decisions in a timely manner by formulating clear decision criteria, determined through objective analysis of information; makes sound judgement calls and takes ownership for implementing solutions


Continuous Improvement: Advocates continuous improvement to achieve operational excellence; regularly investigates processes, generates different and innovative solutions that address workflows and meaningful work issues, problems and opportunities.


Client/Business Relationship Management: Places the highest priority on service and satisfaction; fully understands deliverables and strives to build positive, long-term client/business relationships. Uses appropriate interpersonal skills with technical ability to build positive relationships demonstrating personal & professional credibility and the value of our service.


Communication: Clearly and succinctly conveying information and ideas to individuals and groups; communicating in a focused and compelling way and utilizing appropriate style and all communication channels available.


Developing Working Relationships: Actively engaging own and other teams across different business groups, encouraging team spirit and harmony among staff; proactively considers work methods that benefit the team


Leadership & Presence: Leads by example, keeping Citco’ s vision and values at the forefront of action; facilitating the implementation of change within team; displaying a consistent and positive attitude to inspire others towards change.


Coaching and Developing Others: Collaboratively providing timely guidance and feedback to motivate and help others strengthen specific knowledge/skill areas needed to accomplish work/performance goals.


Organization and Resource Management: Proactively and reactively ensuring sufficient resources available to meet deadlines and takes a structured approach to planning personal and team workload distribution; clearly defining roles and responsibilities leveraging virtual working groups as required.


Adaptability: Expresses positive attitude and embraces change; adjusts readily to new situations and people; comfortable balancing multiple and conflicting demands.


Drive for Results: Driving high standards for self, team, and organizational accomplishment. Regularly reflects on own and team performance and takes pride in personal and Citco’s success; creating and taking advantage of learning opportunities