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Marketing Associate
Legg Mason
New York, NY, United States
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Position Overview
ClearBridge Investments is seeking a Marketing Associate who will focus on consultant databases and RFPs; both integral parts of the marketing and sales lifecycle. A successful candidate will have knowledge of the eVestment platform and the RFP process, as well as have stong analytical skills, an attention to detail and is curious to learn more. Key attributes include familiarity with investment data and narratives, the ability to multi-task and work in a deadline driven environment.
Key Responsibilities & Duties Include, but not Limited to
• Maintain complete, accurate and up-to-date third party and proprietary consultant database firm and product profiles
• Perform monthly/quarterly data updates using eVestment’s OMNI tool
• Prepare regular competitive analysis and product positioning reports using eVestment tools
• Respond to institutional, retail and client service RFPs, RFIs, DDQs, 15Cs etc.
• Audit databases in conjunction with RFP submissions
• Respond to time sensitive consultant inquiries and questionnaires
• Ad hoc projects
Ideal Qualifications and Experience
• Highly organized with excellent attention to detail and keen eye for data integrity and accurac
• Ability to work well under pressure and tight deadlines
• Ability to manage multiple and changing priorities
• Bachelor’s degree in related field preferred or equivalent work experience
• 1-2 years previous experience working within the investment industry, preferably in a consultant database or RFP capacity
• Highly proficient in eVestment
• Experience with equity investment products
• Strong knowledge of investment vehicles (separate accounts, mutual funds, commingled funds, ETFs etc.)
• Proficient in Excel
• Knowledge of Qvidian preferred
• Self-starter; can work autonomously
Company Overview
ClearBridge Investments is a well-established global investment manager with a legacy dating back more than 50 years and $137 billion in assets under management. We are committed to long-term results through active management. ClearBridge, an affiliate of Legg Mason (NYSE: LM), operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco and Wilmington.
Led by the insight of proprietary, fundamental research and a team of Portfolio Managers with an average of 25 years of investment industry experience, our investment process provides clients with equity-focused strategies in a number of investment vehicles and personalized, value-added client service. Our strategies are oriented around three primary investment objectives: Low Volatility, High Active Share and Income Solutions.
The Firm fosters a collaborative and collegial work environment and a culture that promotes career enhancement and development. For the past five years, ClearBridge has received an award in the Pension & Investments Best Places to Work in Money Management survey. The firm continues to see strong growth in assets, new investment mandates and global awareness, and is looking to expand its talent base to support that growth.
Benefits
ClearBridge Investments offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), profit-sharing, paid time off, employee stock purchase plan, tuition reimbursement, and much more.
ClearBridge is an equal opportunity employer.