About This Role
The Marketing Analyst coordinates and produces materials and presentations for client and prospect meetings, and provides support to client servicing and business development functions. This role involves market research, competitor analysis, and supporting the enhancement of the Salesforce environment for the sales team.
Responsibilities
- Coordinate and produce materials and presentations for client and prospect meetings, including presentations, brochures, and fact sheets
- Provide support to Client Servicing and Business Development/Sales functions
- Provide market research reporting, competitor analysis, and prospect research
- Support implementation and enhancement of Salesforce environment for the Sales Team
- Assist in production of monthly, quarterly, semi-annual, and annual reports for all applicable City of London Funds and composites
- Assist in production of marketing presentations and documentation, as needed
- Assist in GIPS verification process
- Supply information for RFPs or supply necessary information for Client Servicing
- Maintain current procedures and develop new procedures as needed
- Assist with distribution of necessary reports to clients and consultants periodically (monthly, quarterly, annually, as well as ad-hoc)
- Utilize Nasdaq eVestment, Morningstar, and/or other sources to research market sentiment, competitor and peer intelligence, and client/investor insights
- Debrief and adequately prepare CLIM meeting attendees
- Attend required Compliance meetings/trainings
- Attend other firm meetings as required
- Perform all tasks and duties in an efficient and safe manner
- Perform other related duties as assigned or as necessary; remain flexible and adaptable in work schedules and work assignments as defined by departmental and organizational needs
- Represent City of London Investment Management Company Limited (CLIM) in a manner that conveys professionalism, confidentiality, courtesy, fairness, personal integrity, and respect for others
- Perform other duties as assigned, not requiring materially different skills or competencies
Important Details