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Strong Tier-1 brand, metro location, and mid-level generalist title increase applicant competition.
Requires fund reporting and investment-product expertise, limiting transferability across industries.
Explicit 4–5 years, required asset-management experience, and regulated finance context make filters strict.
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Produce and maintain asset class marketing materials including presentations, fund analysis, brochures, and factsheets using firm systems and data.
Prepare customized client reporting covering portfolio positioning, performance reviews, and risk statistics; collaborate with operations reporting team to address client queries and reporting setups.
Manage data accuracy through quality control processes and support launch of new products and marketing initiatives with cross-team collaboration.
Bachelor’s degree required.
Minimum 4-5 years of relevant experience in the Asset Management industry, preferably in investment support or marketing collateral creation roles.
Strong technical knowledge of financial instruments (Equity and Fixed Income) and multi-asset investing.
Proficiency in MS PowerPoint, Word, Excel; familiarity with Bloomberg Terminal, Blackrock Aladdin, and Barclays LIVE is a plus.
Experienced in investment management with solid understanding of marketing collateral and client reporting processes in asset management.
Skilled in handling multiple projects in fast-paced, collaborative environments with effective communication across teams and stakeholders.
Strong attention to detail with ability to implement quality control and ensure data accuracy within complex investment ecosystems.