Investment Marketing Planning Executive recruitment

MG Investments, part of the Prudential Group, is a city based investment company with assets under management of more than £195 billion, as at 31 December 2010. As one of the largest asset managers in Europe, it aims to maximise profitable growth by operating in markets where it has a leading position and competitive advantage, including retail fund management, institutional fixed income, pooled life and pension funds, property and private finance.

Opportunity

The purpose of the role is to assist the Director of Investment Marketing (IM) in the development of the investment marketing team.

Key responsibilities

Purpose:
-To support the IM Director in the development of the IM team
-To develop and manage consolidated marketing plans by investment franchise
-To lead and coordinate projects and change within the IM team

IM Planning
-To take ownership in Investment Marketing of projects to develop the team (includes projects such as process reviews, intranet development)
-To lead and coordinate as appropriate change management activities within the IM team
-To develop and maintain MI to support Investment Marketing activities and reporting
-To support business planning process within IM on an annual basis, coordinating planning workshops as appropriate
-To communicate Investment Marketing activities to the business, representing the team when appropriate
-Represent Investment Marketing at key internal meetings (e.g. sales meetings/boards) and on projects
Investment Franchise Planning
-Work with marketing, Investment Marketing, Product Research and Sales to develop an annual marketing plan on behalf of each investment franchise
-Take ownership of these plans to coordinate delivery
-Attendance at franchise meetings
-Attendance at Marketing Client Service Committee on an ad hoc basis when presenting plans
-To manage delivery of the plan through engagement with the different business areas
-To manage specific campaigns
-To develop plans in the context of wider strategic initiatives and in line with strategic plans
-To manage resource conflicts and escalate issues as they arise to the Marketing Client Service Committee
-Design of investment franchise plan/look and feel

Fund Manager Marketing Diary
-Manage the Fund Manager Marketing Diary team to deliver management of the booking process for fund manager / investment specialist marketing time
-Resolve issues and escalate as appropriate to IM Director, Sales or Investment Specialist team

Key measurables:
-Performance against personal objectives
-Feedback from Senior Managers in investment and distribution

What we are looking for

Knowledge and experience:
-Marketing/Investment Marketing background useful and/or with project management/consultancy experience
-Interest/experience in the distribution of funds in the UK and cross border funds in Europe/Asia
-Investment knowledge
-Preference is for investment knowledge/experience - or at least a real interest.
-
Qualifications:
-IMC preferable or study for
-May be studying for CFA

Personal skills:
-Drive
-Strong planning and organisational skills - able to manage different deadlines and priorities from different sources
-Strong communication and influencing skills - ability to influence people in different teams
-Ability to manage conflicting priorities
-Strategic insight
-Ability to see the bigger picture
-Ability to establish credibility with fund managers, internal clients, and the distribution channels
-Strong interpersonal skills - able to build robust relationships across teams and business units
-Entrepreneurial attitude
-Integrity
-Diplomacy

MG is an equal opportunities employer and welcomes applications from a diverse background.