Marketing Associate

4 weeks ago

Tampa, United States CFA Institute Full time

Marketing Associate

Updated as of March 2024

Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist.

Summary:

The position is based in Tampa, Florida, and reports to the Marketing Manager. The ideal candidate will be able to work independently and as part of a team to support and strengthen the Firm’s dynamic Marketing, Communication, and Data Management team. They must have a strong work ethic, possess excellent organizational skills and attention to detail, a high level of integrity and put the needs of our clients first. Candidate should thrive in a smaller, employee-owned company environment.

Responsibilities:

Marketing and Communications

Develop deep knowledge of Kopernik’s products to implement and communicate our messaging and marketing strategy.

Responsible for accurate and timely execution of all Strategy and Fund specific marketing materials.

Assist in the creation of Firm, strategy, and client servicing related internal and external presentations, commentaries, and reporting.

Responsible for timely DDQ/RFP/RFI submissions and RFP deadlines and requirements are met.

Maintenance of the database of commonly asked questions and answers.

Maintain third-party marketing and consultant databases (eVestment, Morningstar).

Understand and apply regulatory compliance knowledge to ensure legal compliance of presentation materials, including obtaining the appropriate clearance to distribute marketing materials to specific clients and consultants.

Assist with creative branding, including the design and maintenance of the Firm’s website and LinkedIn page.

Responsible for maintaining employee biographies and other employee related marketing information.

Coordinating requests for marketing materials to accommodate the requirements of the client/prospect and the needs of the Distribution and Client Servicing team. Prioritize ongoing workload to ensure deadlines are met and coordinate overall work with other members of the team.

Work with manager in producing documents for presentations, marketing events and sales meetings (Quarterly Calls, CIO Meetings, White Papers, Offsites).

Responsible for regular and ad-hoc projects and assignments, with ability to escalate tasks or timing issues to manager, as necessary.

Assist manager with CRM (SalesForce) Administration and Reporting.

Requirements:

Bachelor’s degree (Finance/Marketing).

Ability to work independently and prioritize work accordingly, while escalating matters to manager when appropriate.

Possess exceptional organizational skills. Strong attention to detail, highly organized, intuitive, energetic, and self-motivated with intellectual curiosity.

Advanced written and verbal communication skills.

Team player with strong interpersonal communication and ability to work with a diverse group of associates and senior business leaders and strong personalities.

Proficiency in Microsoft Office (Outlook, Excel, Word, and PowerPoint).

Experience working with and visualizing data for reporting purposes (Charts, Graphs, Presentations) from databases such as Bloomberg, eVestment, and CRM platforms (Salesforce, MARS).

Expected to continuously learn and keep up to date on elementary investment terms and concepts.

General knowledge of financial markets and investment concepts and products and ability to apply it to work assignments.

Additional Requirements:

This is not a remote position and will require relocation if not already local to the Tampa, FL area.

Being authorized to work in the U.S. without employer sponsorship is a precondition of employment.

Application Requirements:

All submissions are to be submitted to

careers@kopernikglobal.com

A cover letter stating:

Why do you want to work at Kopernik?

What are your passions/interests outside of work?

The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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