Senior Associate - Marketing Governance
Core
Manages shareholder reporting processes and provides final approval for marketing content to ensure compliance with SEC regulations and business requirements for Columbia Threadneedle Investments.
Role type
Senior Associate, Marketing Governance & Compliance
Builds
Shareholder reports, compliant marketing collateral, and centralized content management databases
Domain
Asset Management / Financial Services / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Regulatory review, copyediting, stakeholder management, project management, data analysis, content management, risk identification, process improvement
Preferred skills
Asset management experience, CFA pursuit, SharePoint management
Technologies
MS Excel, PowerPoint, Word, SharePoint
Responsibilities
Manage shareholder reporting process including copyediting and approval steps; Review and approve marketing content against compliance templates; Interpret stakeholder feedback for material revisions; Provide reporting and analysis for production cycles; Maintain centralized content management database; Conduct compliance reviews of marketing collateral; Identify opportunities to reduce risk and improve production speed; Coordinate regulatory change communications
Seniority
Mid-level, hands-on IC