Investment Banking Management - Marketing Operations Professional, New York
About The Position
The Marketing Operations Professional will support marketing initiatives across Investment Banking Division (IBD) and Global Capital Markets (GCM), with a primary focus on event & hospitality and email marketing strategy and analytics. This role is ideal for a highly organized, detail‑oriented professional with experience managing campaigns, working with data, and coordinating multiple stakeholders in a fast‑paced environment. The position blends hands‑on execution (Excel, Outlook, PowerPoint, marketing platforms) with analytical thinking and process optimizations, and offers exposure to senior stakeholders, bankers, and high-profile client engagement programs.
Requirements
- 2 years of relevant experience in marketing operations, campaign management, analytics, media, events, and/or a related role
- Strong proficiency in Excel (data organization, tracking, basic analysis) and PowerPoint
- Highly organized with exceptional attention to detail and follow‑through
- Comfortable managing multiple workstreams and deadlines simultaneously
- Strong written and verbal communication skills
- Analytical mindset with the ability to translate data into clear insights and summaries
- Experience with email marketing platforms (e.g., Salesforce Marketing Cloud) or willingness to learn quickly
Nice To Haves
- Background at an advertising agency or in marketing is a plus
- Background in financial services, investment banking, or professional services is a plus
- Interest in evolving beyond execution into more strategic marketing initiatives over time
Responsibilities
- Event & Hospitality Coordinate outreach with bankers, client nominations, allocations, and RSVP tracking for client events
- Monitor and respond to inbound event and hospitality requests via shared mailgroups
- Prepare pre‑event materials (e.g., attendee lists, briefing documents)
- Manage and maintain the hospitality calendar, including tracking event access, ticketing, and inventory
- Track post‑event attendance and client engagement; support recap decks and performance summaries
- Email Marketing & Analytics Support scalable email campaigns, including list management and execution
- Maintain and segment a large contact database
- Execute and support email distributions using Salesforce Marketing Cloud and other platforms
- Track and analyze campaign performance metrics; lead reporting to inform ongoing improvements and best practices
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
