Financial Analyst supporting operational reporting and analytics for a growing company. Collaborating with management to drive and maximize efficiency with financial metrics and reporting.
About the role
- Investment Marketing Specialist at Centurion Asset Management supporting marketing and investor communications. Collaborating across departments to ensure accurate and timely marketing materials.
Responsibilities
- Work collaboratively across Sales, Marketing, Asset Management, Finance, and Compliance to ensure investment marketing materials are accurate, timely, and aligned with corporate messaging.
- Gather and organize portfolio, performance, and market information required to support investor-facing communications.
- Develop and update marketing materials such as pitch decks, deal sheets, fund summaries, presentations, and thought leadership content.
- Assist in preparing fund review materials that incorporate performance data and relevant market insights for investor communications.
- Support internal product update sessions by preparing presentation materials and coordinating information for sales and client-facing teams.
- Help maintain organized marketing collateral within Centurion’s data room and support updates to retail and institutional marketing databases.
- Translate investment performance, portfolio updates, and market insights into clear, compelling, and compliant marketing messaging.
- Contribute to broader marketing initiatives, including website updates, digital campaigns, educational materials, and thought leadership content.
- Ensure brand consistency and alignment across all investment-related communications.
Requirements
- 3–6 years of experience in marketing within asset management, real estate, private equity, financial services, or a related investment environment;
- Strong understanding of investment terminology, capital markets concepts, and performance reporting;
- Excellent written communication skills with the ability to simplify complex financial information;
- Experience collaborating with sales, finance, portfolio management, and compliance teams;
- Strong attention to detail and ability to manage multiple marketing projects simultaneously;
- Proficiency in PowerPoint, Excel, and marketing/CRM tools (Adobe experience considered an asset);
- CFA designation or progress toward CFA is considered an asset.
Benefits
- N/A
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