Technical Financial Project & Marketing Specialist Job in Charlotte, North Carolina Us
Technical Financial Project Marketing Specialist -Growing Independent Investment Consulting Firm
Growing downtown Charlotte based independent investment consulting firm seeking a unique individual to handle specialized technical projects and marketing activities. Experience in the investment/asset management business is essential and the candidate must have a solid understanding of the asset allocation process.
The candidate will be responsible for quickly learning the existing Excel-based system in order to monitor and analyze data, creating additional functionality/formulas as the need arises, and managing several marketing-based projects (print and online). Additionally, the ideal candidate will have:
- Proficiency with Microsoft Office, with expert-level knowledge of Excel
- Highly detail oriented personality with the ability to manage multiple time-sensitive tasks simultaneously
- Proven problem solver with technical and analytical aptitude
- Excellent verbal and written communication skills
- Ability to quickly adabt to change with a desire to "get the job done" with excellent results at all times
- Innovative thinker who can "think outside the box" when handling assigned projects
- While not required, financial planning experience or the CFP designation is preferred.
Competitive compensation package with full benefits including 401(k) profit sharing and cash balance plan.
An AA/EEO employer M/F/D/V