Responsibilities

• Assist in the production and maintenance of recurring automated reporting cycles of product- and market-level reporting, ensuring production cycles are completed on time and with accuracy, while proactively identifying opportunities to improve automation, workflows, and content quality.
• Learn and apply an understanding of the SEC-regulated marketing environment, its impact on marketing materials, including marketing disclosures to maintain fully compliant materials.
• Facilitate modifications of existing content or development of new content to support the commercial translation of complex investment concepts and improve internal teams’ ability to market our investment products and solutions consistently and effectively.
• Promote internal reporting and information sharing, such as competitor analysis and product comparisons, meeting briefs, and investment topic roundtables, to support business development and relationship management.
• Manage our internal marketing library (Seismic), ensuring available materials are always well-organized, accurate, current, and compliant.
• Partner with team members to utilize and enhance marketing and data platforms (e.g., Seismic, Salesforce, eVestment and proprietary tools) to improve the creation, organization and distribution of content.
• Assist in documenting requirements, workflows, procedures, and best practices for technical execution to enable scale across the firm.
• Maintain and enhance databases and tools for tracking market trends and competitor intelligence, leveraging industry research platforms such as eVestment.

Requirements

• Bachelor’s degree in Business, Economics, Finance or or a related field preferred; MBA or CFA a plus
• 0 - 4 years of experience in the financial services industry, preferably in a role supporting business development or marketing activities
• Exceptional attention to detail and possession of strong organizational, analytical, critical thinking and problem-solving skills
• Outstanding written and verbal communication skills
• Self-starter who is motivated to work independently and comfortable in a dynamic team environment
• Experience contributing to strategic projects focused on process improvement and risk management is a plus
• The base salary range for this position is $65,000 to $110,000 per year.

Preferred

• MBA or CFA a plus
• Experience with market research and intelligence tools (e.g., eVestment, FinSearch, Bloomberg, Morningstar) is a plus
• Experience with business intelligence and data visualization technologies (Salesforce, PowerBI, Tableau etc.) is a plus

Benefits

• robust benefits package
• annual discretionary bonuses