Analyst Marketing Fund Investments

📌 Core Information

🔹 Job Title: Analyst Marketing Fund Investments

🔹 Company: coni+partner AG

🔹 Location: Zürich, Zürich, Switzerland

🔹 Job Type: On-site

🔹 Category: 📊 Marketing Analyst

🔹 Date Posted: Sat Mar 29 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Conducting portfolio analyses from a marketing perspective
• Developing marketing materials for various asset classes
• Serving as a contact point for clients and account managers regarding investment programs
• Engaging in independent market research and providing market updates
• Participating in international projects for consistent communication and data output

ASSUMPTION: The role involves significant client interaction and demands proficiency in market analysis and material development. This assumption is based on the job's emphasis on customer and account manager communication.

📋 Key Responsibilities

✅ Conduct portfolio analyses from a marketing perspective

✅ Develop marketing materials for various asset classes

✅ Serve as a contact point for clients and account managers regarding investments

✅ Perform independent market research and provide market updates

✅ Participate in international projects to ensure consistent communication and data output

✅ Assist with ad-hoc projects to support the investment team and management

ASSUMPTION: Responsibilities extend beyond analysis to include significant strategic communication and development of marketing content. This derives from the description of tasks involving client interactions and project management.

🎯 Required Qualifications

Education: Master's in Business Administration, Economics, or Law

Experience: Experience in marketing or product management in an international bank or asset manager

Required Skills:

• Portfolio Analysis
• Cross-asset Investment Products
• Teamwork and Customer Focus
• Problem Solving and Structured Work Style
• Pressure Management and Prioritization
• German and English communication proficiency

Preferred Skills:

• Experience in a multinational or multilingual environment is beneficial
• Advanced presentation skills with a strategic mindset

ASSUMPTION: The requirements suggest a well-rounded professional adept in various facets of marketing and finance, indicating that cross-discipline expertise is valuable.

💰 Compensation & Benefits

Salary Range: Not specified. Expected to align with industry standards for similar roles in Zürich.

Benefits:

• Health and wellness programs
• Professional development opportunities
• Potential for international exposure and networking

Working Hours: 40 hours per week, with flexibility for project needs

ASSUMPTION: The compensation package likely includes incentives typical for the financial sector, such as bonuses or performance-related pay, given the job's responsibility and international scope.

📌 Applicant Insights

🔍 Company Context

Industry: Business Consulting and Services

Company Size: 2-10 employees, indicating a close-knit working environment with personalized career progression opportunities.

Founded: 1996, with an extensive background in international headhunting and executive search.

Company Description:

• Over 25 years of experience in international headhunting
• Customized solutions for banking, insurance, and industrial sectors
• Specializes in risk management, quantitative finance, and actuarial expertise

Company Specialties:

• International Executive Search
• Headhunting
• Tailor-made Resourcing Solutions

Company Website: coni-partner.com

ASSUMPTION: The small company size likely fosters a collaborative atmosphere and rapid adaptability, which can be advantageous for professional growth and direct interaction with senior leaders.

📊 Role Analysis

Career Level: Intermediate to Advanced

Reporting Structure: Likely reporting to senior management or a team lead within a bank's marketing division.

Work Arrangement: Predominantly on-site, supporting teamwork and immediate collaboration with investment teams.

Growth Opportunities:

• Potential to advance within the firm or in the banking sector
• Opportunities to gain international experience
• Exposure to high-profile projects and clientele

ASSUMPTION: While a relatively small enterprise, significant opportunities exist for learning and progression, especially for those who demonstrate exceptional analytical and communication skills.

🌍 Location & Work Environment

Office Type: Modern, City-centric Office

Office Location(s): Klosbachstrasse 107, CH-8032 Zürich

Geographic Context:

• Zürich is a major financial hub offering ample networking opportunities
• Cultural richness and access to global financial markets
• Proximity to major transport links

Work Schedule: Regular 40-hour work week with possible project-related flexibility

ASSUMPTION: The office's location in Zürich places it in a prime area for financial and professional services, supporting ongoing career development.

💼 Interview & Application Insights

Typical Process:

• Initial resume screening
• Behavioral and technical interviews
• Case studies or problem-solving exercises

Key Assessment Areas:

• Analytical capabilities
• Client communication skills
• Understanding of cross-asset products

Application Tips:

• Highlight any experience in international banking sectors
• Emphasize teamwork and problem-solving skills
• Provide examples of past successful marketing analysis projects

ATS Keywords: Portfolio Analysis, Cross-Asset, Marketing, Investment Programs, International Projects

ASSUMPTION: The application process will demand clear demonstration of both technical and interpersonal skills, reflecting the role's balancing of analysis with client-focused communication.

🛠️ Tools & Technologies

• Financial analysis software (e.g., Bloomberg, Excel)
• CRM and marketing tools
• Presentation software for marketing materials

ASSUMPTION: Given the nature of the responsibilities, proficiency in financial and presentation software is critical for success in this role.

👔 Cultural Fit Considerations

Company Values:

• Integrity and confidentiality in client relations
• Commitment to personalized service and solutions
• Continuous professional growth and innovation

Work Style:

• Collaborative and dynamic
• Client-focused with a problem-solving approach
• Adaptable to fast-paced environments

Self-Assessment Questions:

• How do you handle multiple priorities under tight deadlines?
• Can you provide an example of a successful cross-functional project you've managed?
• What strategies do you use to stay current with market trends?

ASSUMPTION: Cultural fit will likely be assessed based on a candidate's ability to work collaboratively in dynamic environments, balancing analytical tasks with proactive client engagement.

⚠️ Potential Challenges

• Managing diverse client expectations simultaneously
• Staying updated with continuous market changes
• Balancing analytical tasks with creative marketing requirements
• Adapting strategies for different asset classes

ASSUMPTION: The role will demand adaptability and resilience to effectively manage the challenges posed by a dynamic sector and varied client needs.

📈 Similar Roles Comparison

• Similar positions in larger banks might offer broader networking but less autonomy
• Roles in investment firms might focus more heavily on quantitative analysis
• Marketing analyst roles in tech might contrast with a greater focus on digital data

ASSUMPTION: This role sits uniquely at the intersection of marketing and finance, blending creative and analytical demands more than typical roles in either domain.

📝 Sample Projects

• Development of a marketing campaign for a new investment fund
• Comprehensive market analysis report for investment strategy adjustments
• Client presentation on cross-asset investment opportunities

ASSUMPTION: Successful projects will prominently feature analytic results paired with client-facing communication and presentation skills.

❓ Key Questions to Ask During Interview

• What is the typical timeline for project completion?
• How is success measured in this role?
• Can you describe the team I would be working with?
• What are the current goals for the marketing team?
• How does the company support professional development?

ASSUMPTION: Questions should probe both the strategic direction of the marketing initiatives and the role's integration within wider company objectives.

📌 Next Steps for Applicants

To apply for this position:

• Email your application to contact@coni-partner.com
• Ensure your application highlights relevant marketing and analytical experience
• Prepare for possible interviews by understanding the investment market context
• Expect a direct phone call as a follow-up from +41 44 254 90 10
• Maintain confidentiality and seek clarification about any aspect during initial discussion

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.