Global Marketing Operations, Associate, Investment Management
Core
Producing and maintaining asset class marketing materials, customized client reporting, and performance data analysis for investment products.
Role type
Associate Marketing Operations Specialist (Investment Management)
Builds
Marketing collateral (presentations, brochures, factsheets), customized client reports, and performance updates.
Domain
Global Investment Management / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data aggregation and interpretation, Financial instrument knowledge (Equity, Fixed Income), MS Office proficiency (PowerPoint, Excel, Word), Quality control processes, Project management, Client reporting customization
Preferred skills
Bloomberg Terminal, Blackrock Aladdin, Barclays LIVE, Portfolio implementation techniques
Technologies
Bloomberg Terminal, Blackrock Aladdin, Barclays LIVE, MS PowerPoint, MS Excel, MS Word
Responsibilities
Create marketing collaterals and source quantitative/qualitative data, Prepare customized client reporting including portfolio positioning and risk statistics, Review reporting requirements and setup customized reports, Ensure accuracy and timeliness of data through quality control processes, Collaborate on new product launches and product actions
Seniority
Associate, 4-5 years experience