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Marketing Specialist
3 months ago
The Marketing Specialist - Database will build knowledge of William Blair institutional investment strategies and products.
Obtain information on investment philosophy, features, and performance of specific investment products. Complete and maintain information on Investment Management division in third-party databases and provide analytical support to IM business development and client service teams across all IM business units.
Responsibilities may include but are not limited to:
Continually monitor and update external consultant and independent database providers and act as a subject matter expert for similar data in RFPs to ensure consistency within proposals.
Provide analytical support to business development and client service teams across Investment Management as directed by senior database analyst.
Develop strong knowledge of all William Blair Investment Management data systems and their differing purposes and functionalities.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Qualifications:
Bachelor's Degree in Finance related field preferred
2 – 5 years of experience in database marketing preferred; financial services industry experience required
CFA Institute Investment Foundations certification preferred
Project management and prioritization skills
Strong analytical skills
Ability to collaborate across multiple functions
Attention to detail and quality
Knowledge of investment concepts, products and applicable regulations
Proficiency in Microsoft Office
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