Fund Reporting Marketing Manager recruitment

Role

The Mutual Fund Reporting member will be an integral part of the Marketing team, and works closely with the Senior Marketing Manager based in the US to manage, collate and maintain mutual fund information for a full range of strategies across the Ireland, Luxembourg, UK and Institutional fund ranges. The collated information is requested directly by our client base, distributors and prospects, and internally by the UK, European and international marketing and sales teams.

The Marketing team is responsible for driving the marketing strategy and delivering tactical and strategic marketing initiatives for the distribution function across the UK, Europe for all of the communications on funds domiciled in the UK, Dublin and Luxembourg. The Marketing team also acts as a hub in providing key product and positioning communication to internal offices in Asia, Japan, Latin America Australia and Canada.

Responsibilities

• Support the Senior Marketing Manager in managing international mutual fund reporting requirements

• Support the Senior Marketing Manager in the maintenance and evolution of internal fund databases, which are primarily used to produce the company’s international mutual fund factsheets

• Continually review automation procedures and come up with ideas of how to enhance current processes to eliminate manual intervention

• Use in-depth technical knowledge, e.g. Microsoft Excel, Access and FactNET to propose solutions to the business that will ultimately speed up the process and save costs

• Deal with all levels of senior management and liaise with our affiliated Investment Managers, Custodians, Product Management, Legal and Compliance as well as Sales

• Work with shared services operations group in the US to deepen understanding of how internal systems such as GPW can be best used for international marketing needs

• Support the team in maintaining the fund listing agencies and publications where we promote the international mutual funds to assist our clients in the retrieval of fund information

• Support the team in the completion of ad-hoc 3rd party data requests by completing necessary spreadsheets with data from internal database

• Updating Morningstar peer group reports

• Support the international marketing teams (Miami, Singapore, Taiwan and Japan) in their production of offshore mutual fund reports

• Periodically support our distribution network with up-to-date fund information

• Assist the Senior Marketing Manager in maintaining the marketing budgets relating to the production of international mutual fund reporting

• Support the Head of Marketing in implementing the marketing business plans with regards to fund launches and other business projects

• Provide guidance and support to the Mutual Fund Reporting Associate

Person Specification

• Educated to degree level

• Strong data skills with excellent Microsoft Excel and Access knowledge, including equation and VBA macro-building, most likely gained from employment experience or higher education

• A strong interest in financial products and the asset management business

• Previous mutual fund experience and a sound understanding of the reporting process in an international environment would be advantageous

• Knowledge of the UK and European regulatory environments desirable

• Accuracy and an excellent attention to detail, ability to apply an intelligent eye to work received to sense check it

• Strong presentation, communication and organisational skills

• Strong project management skills

• The ability to work independently and on multiple projects

• Excellent time management and adherence to deadlines

• Foreign language skills (German, Spanish, French or Italian) would be advantageous but not essential

• Desire to build a variety of relationships with international investment affiliates

• Keen to build knowledge across all asset classes in an international and growing business

• Interest in helping to consolidate multiple mutual fund ranges into a flagship range