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
- 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
- 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
