Investment Management Firm

DOE

Los Angeles, CA

Based in Downtown Los Angeles, the Marketing Team Project Assistant will provide project based support to professionals within the Sales and Marketing Team.

Responsibilities include:

• Assisting in developing marketing presentations and materials;
  
  
• Assist in developing Client Reports.
  
  
• Perform regular updates of sales materials;
  
  
• Updating monthly and quarterly performance charts;
  
  
• Running internal reports to input data into reports;
  
  
• Managing multiple projects from start to finish within deadlines.
  
  
• Responding to internal client requests and performing special projects as necessary.
  
  
• Interacting with all functional areas across the company in completing marketing requests, including but not limited to portfolio management, accounting, compliance, and legal;
  
  
• Create financial charts and graphs

• Bachelor’s degree required
  
  
• 2-4 years of experience within a client communications or finance role, preferably within the investment management industry.
  
  
• Experience working with Client Reports or Marketing Materials.
  
  
• Proven ability to manage tasks with competing priorities and deadlines, independently balance workload and manage time constraints.
  
  
• Strong working knowledge for daily use of Adobe Acrobat and Microsoft Office 2007, with advanced PowerPoint skills in design, formatting, and charting.  Ability to learn new software quickly.

Personal Attributes

• Excellent interpersonal and verbal and written communication skills.
  
  
• Outstanding organizational skills with a strong attention to detail.
  
  
• Proactive with a proven ability to take initiative and follow through.
  
  
• Team-oriented with strong integrity and professionalism.
  
  
• Ability to follow verbal directives and apply to multiple projects.