Marketing Operations Specialist, Asset Management
On-siteBengaluru, Karnataka, India
Job Summary
Execute quarterly and annual update cycles for collateral materials including pitchbooks, profiles, and bios, ensuring compliance submissions and accurate data integration from internal databases. Manage procedures to scale content maintenance, mitigate risk, and automate recurring deliverables using Microsoft Office tools and AI-driven efficiency projects. Implement ad hoc updates for regulatory changes across SEC, FINRA, and other governing bodies, coordinating product webpage modifications and asset maintenance. Collaborate with Compliance, Technology, Client Portfolio Managers, and Distribution teams to establish clear objectives and priorities while supporting overall Marketing Operations team needs.
Required Qualifications
- 3 years of financial services performance/data update experience
- Understanding of the investment management industry
- Familiarity with investment vehicles
- Familiarity with marketing constructs
- Familiarity with regulatory requirements
- Familiarity with distribution channels
- Effective collaboration and communication (verbal & written) skills
- Strong attention to detail
- Organizational skills
- Commitment to quality
- Ability to prioritize in a fast-paced environment
- Ability to follow established procedures
- Ability to maintain accurate records
- Ability to think creatively and outside the box to find solutions to known problems
- Demonstrated ability to multi-task
- Ability to effectively manage and navigate multiple projects
- Ability to organize competing objectives
- Ability to manage deadlines
- Strong work ethic
- Professional demeanor
- Creative and technical abilities across the Microsoft office suite
- Ability to use Copilot
Desired Qualifications
- Experience with Seismic
- Knowledge of content maintenance and uploads
- Experience executing tasks designed to modernize the platform
- Primary responsibility for the updating, maintenance and production of quarterly and annual performance marketing content and materials across print and digital platforms
- Experience with creating a cycle framework
- Experience implementing regulatory updates
- Experience managing collateral updates
- Experience automating deliverables
- Experience establishing and adapting the update cycle process and procedures to create scale and mitigate marketing/business risk
- Experience coordinating changes to product webpages
- Experience with performance, characteristics, rankings, internal databases
- Experience with SEC, FINRA, ASIC, FCA, ESMA
- Experience with various investment offerings, regions, and marketing assets
- Experience with data and AI‐and automation-driven tools
- Experience simplifying workflows
- Experience reducing cycle time
- Experience eliminating data dependency, redundancy & reduce cycle time
- Intellectual curiosity
- Knowledge and understanding of products
- Continuing to research and learn about Marketing Operations and production advances in the industry
- Ability to act as back-up support for other roles and responsibilities within the group
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