Marketing Coordinator

Responsibilities

Coordinate and update sales deck presentations and fact sheets in PowerPoint

Convert and update presentation decks to reflect the new branding standards – experience updating master files

Assist in the review and light editing of commentary and white papers

Work with compliance to make the necessary changes and modifications to slides and footnote disclosures

Assist in the review and editing of internal announcements. Obtain compliance approval and follow up with Marketing to ensure the announcement is distributed from the mailbox.

Required qualifications

1-3 years of experience in the financial services industry (e.g., investment management or asset management)

Mandatory experience working in a Marketing Communications department

Detail oriented

Good project management skills – ability to follow up with key stakeholders

Extremely proficient in Microsoft Office Suite (Word, Excel, PowerPoint)

Comfortable working with Excel files – pivot tables, linking data to PowerPoint

Excellent writing and editing skills

Clear and effective communication

Basic understanding of fixed income, equity and alternative investments (SMAs, mutual funds, etc.)

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