Job description
Key responsibilities include: Project coordination & management Support the coordination and organization of project work under the direction of project leads Assist in the creation of slide decks and deliverables using master templates Take and collate meeting notes, ensuring smooth project progression Interpret project timelines, plans, and scope to determine necessary tasks and deadlines Track and manage project deliverables, maintaining key reports such as project plans, status updates, and hours logs Manage personal workload effectively, taking initiative to drive tasks forward while communicating progress to relevant stakeholders Market & industry research Conduct independent research to gain a deeper understanding of investment distribution landscapes, including asset managers, wealth managers, and platforms Develop expertise in asset classes, funds, and investor types Stay updated on the full marketing mix, toolkit, and specialisms Understand and articulate recent marketing and industry trends and their impact on clients' businesses Client engagement & communication Communicate professionally with clients via meetings, emails, and other channels, ensuring clarity and accuracy Present sections of deliverables and project work in various meetings, demonstrating thorough preparation Adapt communication styles to align with stakeholder preferences and needs Collaboration & teamwork Exhibit a team-oriented mindset, a can-do attitude, and the ambition to succeed collectively Respect differences in communication and work styles, adapting as needed to achieve goals Escalate issues appropriately to ensure timely involvement from senior team members Continuous learning & development Actively seek feedback, reflect on it, and implement improvements Allocate dedicated research time to deepen knowledge of industry channels, asset classes, and marketing strategies Identify learning and development opportunities and present them with a business case to management Operational & business support Ensure accurate and timely billing by submitting personal timesheets as required Support internal business functions, including project management and company initiatives Participate in company events and contribute to an inclusive and positive work environment Provide timely, clear, and constructive feedback to peers and senior colleagues Administrative & organizational support Assist in onboarding documentation, presentation decks, calendaring, and other administrative tasks Manage project timelines to ensure deliverables meet deadlines Mentorship & business development Come prepared for mentorship and grand-mentor meetings, actively engaging in growth conversations Identify business opportunities within projects or based on industry insights Escalate business development opportunities with appropriate background information.
Key Qualifications & Skills Strong analytical and research skills with a keen interest in marketing and investment landscapes Excellent organizational abilities, with a proactive approach to managing tasks and meeting deadlines Effective communication and presentation skills, with attention to detail and professionalism Ability to work independently while contributing to a collaborative team environment Adaptability to different work styles and stakeholder preferences
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