Investment Trust Marketing Executive (Current Employee) – London, ENG – October 2, 2013
Development and implementation of marketing plans and campaigns/direct marketing/email marketing Working on projects such as 3rd party publications, consumer guides, PR initiatives and informative forums Responsible for team budget, implementation and allocation of resources and annual marketing planning Literature update, production and fulfilment Production and distribution of regular emails to existing and potential shareholder and target audiences eg webconference and campaign emails Development of online and offline adverts Working with digital teams to develop and create short, timely films and videos Proofing editorial/advertorial and other copy as required Organising fund manager roadshows, live and digital forums, conferences and events Pre and post event marketing and followup Updating website content (Internal and 3rd Party Websites) Attending board meetings and reporting/pitching for annual fees Implementing and analysing budgets/cost control Board Reporting – Monthly factsheets, quarterly marketing reports, annual budget pitches & fund flows Analysis of marketing campaign effectiveness & ROI
Weak management that didn't understand Fixed Income
A UK based global investment manager (Former Employee) – Philadelphia, PA – January 6, 2018
Management struggled to understand the fixed income business and as a consequence made decisions that were detrimental to successful investing. They kept buying companies only to loose the assets under management due to not understanding the business in the US.