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Product Marketing Analyst - Mutual Fund Job Description

 

 

 

Job Summary:

The Product Marketing Analyst - Mutual Fund will be responsible for supporting the maintenance of the mutual fund education and research experience on Company website. He/She will ensure any updates to content on the site in compliance and on schedule, and provide ongoing content oversight including data delivery and website reports. 

Job Description:

The Product Marketing Analyst - Mutual Fund will perform all or some of the following Job description:

  • Create web site update requests and manage update process on mutual fund pages. This includes Market Analysis page, static content pages, videos page, and updates to fund distributions in the tax canter

  • Update "Fund Updates" on the Company website home page

  • Responsible for preparation and submission of all mutual fund-related content to the eReview (legal approval) system. This includes creating screenshots, documenting changes and submitting changes into the compliance system for all static and dynamic pages as well as videos and podcasts

  • Support testing efforts for end-to-end data validation, delivery and display

  • Assist in development of test plans and data delivery reports

  • Responsible for creating web traffic, user behavior and banner ad interaction reports

  • Perform web data delivery and display reporting

  • Research technology trends and report on competitive landscape in order to maintain a best-in-class mutual fund experience.  

Minimum Requirements / Knowledge / Skill For Product Marketing Analyst - Mutual Fund Job

  • 3-5 years investment industry related experience
  • Solid writing experience
  • Knowledge of investments including attribution data, performance and valuation measures
  • Technologically competent; familiarity with Powerpoint, Excel, ability to learn new software packages (Haver Analytics, Morningstar Encorr, Morningstar Direct, eVestment Alliance, Factset, Bloomberg, MPI Stylus, Lipper, internal systems - FIW, FFWV etc).
  • Advanced Excel skills and knowledge of Access
  • Extremely motivated and intellectually curious
  • Ability to work well in a team environment
  • Excellent business judgment and recognize business implications of decisions
  • Ability to multi-task and manage multiple priorities (projects with day to day responsibilities) simultaneously
  • Excellent written and oral communication skills
  • Excellent problem-solving skills.
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Minimum Education Requirements / Certification / Licensure For Product Marketing Analyst - Mutual Fund Job

  • Progress towards MBA preferred.
     


 

 

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