Senior Associate - Marketing Governance
Core
Senior Associate managing shareholder reporting, regulatory review, and governance for North America marketing materials at Columbia Threadneedle Investments.
Role type
Senior Associate, Marketing Governance & Compliance
Builds
Investor communications, shareholder reports, and marketing collateral for Columbia Threadneedle Investments
Domain
Asset Management / Financial Services
Required skills
Regulatory compliance review, editorial review, shareholder reporting management, stakeholder coordination, project management, MS Excel/PowerPoint/Word, SharePoint content management
Preferred skills
Asset management experience, CFA pursuit, experience with SEC regulations, experience managing content in compliance systems
Technologies
SharePoint, MS Excel, PowerPoint, Word
Responsibilities
Manage shareholder reporting process including copyediting and approval steps; Review and approve marketing content for compliance; Provide operational production reporting; Coordinate regulatory changes with compliance team; Identify opportunities to reduce risk and improve production speed
Seniority
Mid-Senior, hands-on IC