Marketing Associate Jobs

About The Position

Requirements

• 1-3 years investment management experience within operations, product, institutional consulting, client service, relationship management, marketing, or other relevant areas
• Fixed income investment knowledge
• Excellent Microsoft Office skills, particularly Excel, but also PowerPoint
• Strong analytical ability
• Great attention to detail
• Collaborative, team-oriented style
• Ability to multitask and work well with multiple deadlines
• Ability to effectively interact with product teams, distribution, and other internal departments
• Have strong communication (both oral and written) and organization skills, as well as the ability to manage tight deadlines
• Ability to grow into a role where they would feel comfortable and establish effective communication relationships with all levels of the organization.
• Ability to effectively organize and prioritize equity requests as needed

Nice To Haves

• eVestment, Morningstar experience preferred
• Progress toward CFA and/or MBA is desirable

Responsibilities

• Help support the Full Discretion and Structured Finance strategic marketing teams with data analysis requests, legal review, marketing communications, product planning and other marketing initiatives both internally and in partnership with Natixis
• Assist with adhoc requests in relation to above platforms utilizing a strong eVestment, Morningstar background
• Generate customized responses and reports for Institutional sales channels
• Serve as a resource working with members of the Full Discretion and Structured Finance Strategic Marketing teams on a wide variety of portfolio data reporting, analysis, and quality control. Portfolio data of this nature is utilized in a variety of contexts, including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries
• Work with Strategic Marketing Analysts and Marketing Information to evaluate and manage customized presentation requests
• Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral
• Actively participate in the preparation of quarter-end deliverables
• Work effectively with internal and external constituents
• Liaise with Loomis' legal department to ensure compliance with standard and customized data and marketing materials
• Provide timely information as needed for both Loomis Sayles and Natixis
• Act as a resource to the Full Discretion and Structured Finance Strategic Marketing team on product planning – strategy definition, positioning, and distribution opportunities
• Assist in the development of competitive intelligence and other value-added investment analysis to support sales process with a focus on Full Discretion and Structured Finance capabilities
• Provide Full Discretion and Structured Finance custom competitive analysis regularly for opportunities for the investment team and distribution
• Provide support to Full Discretion and Structured Finance Strategic Marketing Teams with Sales, Consultant Relations, and Client Service requests

Benefits

• competitive and equitable compensation
• discretionary annual incentive award
• comprehensive benefits package designed to support your health, well-being and financial security