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Marketing Specialist

2 months ago

Los Angeles, California, United States BGSS Full time
Position Overview: Marketing Specialist - Client Services

This role is ideal for a meticulous professional with a solid understanding of investment marketing and financial services. As a Marketing Specialist in Client Services, you will play a key role in crafting marketing collateral for investment strategies and mutual funds, ensuring adherence to all regulatory standards.

Company Profile: BGSS is a prominent institutional asset management firm that expertly manages U.S. and global value equity and high yield portfolios for a diverse clientele. With approximately $33 billion in assets under management, BGSS is primarily owned by its management and employees, fostering a stable and dynamic workplace.

Key Responsibilities Include:

  • Creation and upkeep of marketing materials for investment offerings.
  • Collaboration with sales and marketing teams to develop engaging content such as factsheets, reports, and presentations.
  • Review and validation of marketing materials to ensure precision and compliance.
  • Planning and execution of client events, conferences, and webinars to promote mutual funds.
  • Providing marketing support and resources for sales team presentations and meetings.
  • Assisting with various marketing projects, including ordering business cards and promotional items.

Qualifications & Skills:

  • A Bachelor's degree in Marketing, Business Administration, Finance, or a related discipline is preferred.
  • At least 2 years of marketing experience, particularly in the financial services sector.
  • Exceptional written and verbal communication skills with the ability to produce engaging content.
  • Proficiency in Microsoft Office Suite for developing professional presentations.
  • Detail-oriented with strong organizational and project management capabilities.
  • Able to thrive in a fast-paced environment and manage multiple priorities.
  • A collaborative team player with a positive and proactive mindset.
  • Familiarity with investment products and financial markets is advantageous.

Additional Competencies:

  • Experience with graphic design software such as Adobe Photoshop, Illustrator, and InDesign for creating visually appealing marketing materials.

This position offers a discretionary bonus along with a competitive compensation package that includes company-sponsored benefits.