Fixed Income Investment Communications Associate

3 days ago

Chicago IL United States Neuberger Berman Full time

Summary:

The Investment Communications Team (ICT) serves as the primary contact for investment teams, offering comprehensive support for their marketing materials and communication needs. ICT members leverage their specialized platform knowledge to deliver high-quality marketing materials and enhance global reach. The team acts as a central hub, partnering with various stakeholders such as portfolio managers, product specialists, compliance, marketing, client coverage, and client reporting & analytics teams to deliver a diverse set of high-quality, compelling materials that accurately represent our investment teams, products, and the firm.

We are looking for an experienced team member to join our Chicago office, who will continually seek out opportunities to improve content quality and build efficient processes. The successful candidate will develop a relationship with the investment teams ensuring that all marketing materials are updated on a timely basis. The person will work closely with investment teams on presentations for client opportunities and coordinate the content creation process.

In this role you will be the sub-asset class expert acting as the primary point of contact for the investment team within Marketing. You will be accountable for the timely update of a diverse set of marketing materials including pitchbooks, commentaries, flyers, profiles, brochures, factsheets, webinars, websites by coordinating the process with multiple stakeholders.

Responsibilities:

  1. Oversee Fixed Income Marketing Materials
  2. Serve as the primary liaison for investment teams regarding their strategy-specific marketing materials
  3. Manage a high volume of marketing materials, demonstrating flexibility in prioritizing and updating as required by the firm
  4. Coordinate the compliance review of materials
  5. Communicate changes within the covered sub-asset class to the relevant teams
  6. Ensure alignment between product webpages and pitchbooks
  7. Understanding of the financial data and narratives within marketing materials
  8. Cultivate and manage valuable relationships with internal teams: Investment Teams, Client Reporting, Compliance, Marketing, and Client Coverage
  9. Coordinate content updates with team members across different time zones
  10. Develop a deep understanding of the firm's product offerings and investment capabilities across multiple regions
  11. Create content for existing investment strategies

Qualifications & Experience:

  1. Bachelor’s degree in business, Economics, Finance, Marketing, or a related field with a strong financial background
  2. 3-5 years industry experience; previous experience on an Investment Communications, Client Reporting, or RFP role at an asset management firm preferred
  3. Experience with strategies across multiple asset classes including Equities, Fixed Income and Alternatives
  4. Strong Microsoft Office skills required
  5. Knowledge of Seismic preferred
  6. Experience with Workfront and/or Monday.com a plus

Personal Attributes:

  1. Exceptional time-management, planning and organizational skills
  2. Self-starter with demonstrated initiative, capable of working independently and as part of a team
  3. Meticulous attention to detail and a high level of accuracy
  4. Excellent written and verbal communication skills
  5. Highly process-oriented
  6. Committed to continuous learning (e.g. CFA Charterholder pathway)
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