Responsibilities:
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Coordinate with five product areas in the team to gather monthly performance data, ensure all maker checker approvals have been obtained, and send to Marketing. Follow up with Marketing on Compliance approvals and ensure all data is published on intranet (~100 documents in total). Respond to queries from Sales teams on posting of data and ensure that all data is published within 5-10 days of release.
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Review and edit monthly and quarterly commentaries from portfolio managers (~20 documents in total). Send to Marketing for approval by Compliance. Ensure Compliance approves in a timely manner and that the approved commentaries are published on the intranet.
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Assist in review and editing of the team’s internal announcements. Obtain Compliance approval and follow up with Marketing to ensure announcement is distributed.
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Gather data and client wins for weekly Newsletter and Performance Flash.
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Make edits to and obtain Compliance approval for sales decks for new product launches.
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Gather marketing materials for team strategies (~50 documents in total) to respond to independent due diligence firm. Respond to ad hoc due diligence data queries, e.g., portfolio performance and commentaries, in an expedited manner.
Qualifications:
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Extremely proficient in these productivity software: Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
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1-3 years of experience in financial services industry – i.e., investment management or asset management businesses.
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A basic understanding of fixed income, equity and alternative investments (SMAs, mutual funds, etc.).
About our client
Our client stands as one of the worlds most renowned global banks and trusted brand with over 200 years of continuously evolving financial services. Its teams provide unique insights to more than 200 million clients and enable progress all over the world. While growing your career, you will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.