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Mid-level marketing role with common experience band and recognizable financial firm increases candidate competition.
Role requires asset-management regulatory knowledge and investor communications experience, limiting cross-industry fit.
Explicit 3–5 years, regulatory/compliance preference and content-review skills make shortlisting moderately strict.
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Own the shareholder reporting process for Marketing including content requests, copyediting, managing approval steps, and final compliance submission.
Review and approve marketing content to ensure adherence to compliance-approved templates and SEC regulations.
Provide operational reporting and analysis support for periodic production cycles, participate in governance meetings, and recommend improvements to marketing governance and compliance processes.
Bachelor’s degree in Finance, Economics, Engineering, or related fields; MBA (Finance), Master’s in Economics, or pursuing CFA preferred.
3 to 5 years of relevant finance experience, preferably in Asset Management.
Strong proficiency in MS Excel, PowerPoint, Word; experience with SharePoint content management.
Work location requirement: In-office at least 3 days per week; India-based timing 2:00 PM to 10:30 PM IST.
Experience with asset management marketing compliance and regulatory reviews, functioning as a content reviewer or submitter.
Skilled in managing multiple marketing pieces and approval workflows under regulatory constraints with a focus on risk reduction and scalability.
Comfortable working in a collaborative in-office environment aligned with client-centric and compliance-driven marketing operations.