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Marketing Exec-Investment House-City
MAIN PURPOSE OF THE ROLE
To provide marketing and administrative support to the Chairman, Chief Executive and Head of Marketing.
Dealing with incoming enquiries, producing and maintaining marketing materials and organising marketing campaigns and conferences.


KEY RESPONSIBILITIES OF THE ROLE
Responsibilities Key Activities
Research and Development Administration
*Dealing with incoming calls and emails in a professional and efficient manner.
*Assisting with various communication campaigns, using direct mail / email, analysing the results and highlighting points of interest.
*Coordinating client events, including set up, smooth delivery and related communications.

Production and Distribution Support
*Updating Fund Presentations, Fund Prospectuses and other literature, such as Pricing History and Weekly Performance Charts.
*Assisting Production Team in producing monthly Newsletter and Fund Returns Update.
*Overseeing the monthly Fund Fact Sheet production process.
*Coordinating direct mail campaigns.
*Managing literature stock levels.
*Overseeing other ad-hoc sales literature mail outs as requested.

Data and Information Coordination
*Maintaining relationships with third party data agencies (i.e. Bloomberg, Lipper etc), monitoring the information published to ensure that it is correct and up to date.
*Monitoring and updating database records on daily basis.
*Following up "dead leads" from email campaigns.
*Carrying out research, as directed, including competitor analysis.

Administrative Support
*Ensuring Head of Marketing has all appropriate materials for worldwide business trips and assisting with travel arrangements, if required.
*Assisting the Chairman and the Chief Executive during their business visits to London.

PERSON SPECIFICATION
A robust and pro active individual with a high attention to detail, pedantic about accuracy and with common sense in abundance.
The role holder should have a marketing background, ideally in the fund management or financial sector, and must have experience of organising small to medium sized conferences/presentations and be able to produce accurate and attractive Word documents, PowerPoint presentations and Excel spreadsheets.
*Personable with excellent written and oral communication skills and the ability to communicate at all levels.
*Excellent customer facing rapport.
*Imaginative and resourceful and to work using own initiative and without supervision.
*Able to organise themselves and others to ensure that meetings, plans and objectives are met.
*Calm under pressure, diplomatic and confidential.
*Able to manage and prioritise conflicting demands.
*Strong ability to problem solve, multi-task, plan and organise.
*Flexible and adaptable.

Desirable but not essential
*Experience of Quark or In Design programmes, used for producing and updating all Marketing Literature.
*Experience of Lipper Hindsight, used for data analysis and producing technical information (performance, sharpe ratios, correlation, standard deviation figures etc.).

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