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Marketing Operations - Associate - Investment Management

2 weeks ago• Flexible / Remote

As part of the Marketing Operations team and reporting to the India lead of Marketing Operations functionally, the individual is responsible for the following - Actively involved in production and maintenance of various asset class marketing materials like Presentation, Fund Analysis, investment brochures, flyers, fund spotlights, factsheets, etc., Creation of marketing collaterals and work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts of performance updates and other content updates within marketing collateral. Responsible for preparing customized client reporting for clients which includes portfolio positioning, performance review and risk statistics Work closely with the reporting team in operations to respond to potential client reporting and portfolio data related queries Review reporting requirements and setup customized reports for new and existing clients Work on ad-hoc projects related to database management, client reporting process and any other initiatives on the marketing collateral Ensure accuracy and timeliness of data through implementation of quality control processes, proofing and data checking. In depth knowledge of the global investment management industry Strong attention to detail with solid critical thinking and problem solving capabilities Excellent project and time management skills Demonstrated leadership ability and strength in communicating across multiple teams; working with partners to adhere to schedules and meet deadlines Thrive in a fast paced, highly collaborative environment Effective, proactive communicator with exceptional English writing and public-speaking skills; capable of interacting with colleagues at every level and across functions and investment teams Highly skilled project manager; able to manage multiple deliverables, effectively convey expectations, efficiently guide team members, and deliver against timelines Possess attention to detail within the larger context of a complex investment ecosystem Bachelor's degree Minimum of 2-4 years of relevant industry experience in the Asset Management industry and preferably in an investment support of marketing collateral creation role. Strong technical knowledge of financial instruments (Equity and Fixed Income) and multi-asset investing along with willingness to learn about the portfolio implementation techniques used by the investments teams. Working Knowledge of Bloomberg Terminal, Blackrock Aladdin and Barclays LIVE a plus Good communication and ability to work and think independently, but within a team-based approach Proficiency in MS PowerPoint, Word and MS Excel , Strong interpersonal skills; ability to develop effective working relationships with key stakeholders Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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Client-provided location(s): Flexible / Remote
Job ID: Morgan-549786372777
Employment Type: OTHER
Posted: 2025-08-02T03:37:46

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)