Fund Manager at City Code Mortgage Bank Limited

Responsibilities

• Generating ideas for and the creation of compelling, relevant and visually appealing investment marketing content for Financial Advisor and client use.
• Driving promotional campaigns focused on asset growth and retention, including value-added, educational campaigns.
• Developing and executing marketing plan (collateral, presentations, new media efforts) in collaboration with Product Development and Management and Sales Team.
• Supervising tactical support, including maintenance of program collateral such as quarterly performance reporting, monthly and quarterly strategy updates.
• Determining and managing marketing budget for programs, while assessing opportunities for streamlining, eliminating redundancies and reducing costs while maintaining quality.
• Collaborating with Wealth Management Advisory Consulting Services in aligning marketing initiatives and communications to ensure .consistency across firms.
• Make recommendations on return preparation regarding accuracy and tax savings opportunities.
• Cash and Position Reconciliations.
• Trial balances and related working papers.
• Manage the day-to-day compliance processes.

Qualifications

• Interact closely with tax, legal, and accounting groups.
• Business-related degree or Equivalent experience.
• Experience working in an investment or product maintenance area or Financial Management area of a broad financial services company.
• The position requires 5+ years of relevant experience in the role.
• Work to deliver excellent service to clients.
• 6+ years of experience in Accounting or Back Office Operations working for a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor, or Financial/Retirement Planner.