Marketing Support Institutional Sales Fund Industry

📌 Core Information

🔹 Job Title: Marketing Support Institutional Sales Fund Industry

🔹 Company: coni+partner AG

🔹 Location: Zürich, Zürich, Switzerland

🔹 Job Type: On-site

🔹 Category: Not Specified

🔹 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:

• Supporting Institutional Sales with presentation and marketing material creation for clients.
• Conducting comprehensive market research to aid strategic decisions.
• Producing detailed reports showcasing financial market dynamics.
• Coordinating major international marketing events.

ASSUMPTION: It's assumed that "supporting Institutional Sales" involves directly interacting with institutional clients and investors to tailor presentations and reports. This assumption is based on the nature of the marketing support role within asset management.

📋 Key Responsibilities

✅ Support Institutional Sales in alternative investments with presentation, documentation, and marketing materials.

✅ Collaborate with Portfolio Managers to create tailored informational materials and after-sales documentation.

✅ Conduct market research using company resources from frontline units.

✅ Develop internal databases for efficient and professional client inquiry responses.

✅ Assist in the monthly report production for managers and investors.

✅ Coordinate international marketing events for institutional clients.

✅ Initiate strategic initiatives related to customer analysis and market transparency.

ASSUMPTION: The responsibilities imply comprehensive involvement in project management and client interaction, typical in high-level support roles in institutional sales environments.

🎯 Required Qualifications

Education: Bachelor's degree in Finance, Economics, or Business Informatics; CFA or CAIA preferred.

Experience: Professional experience with an international asset manager in sales, product, or portfolio management in alternative investments or strategic marketing on a bank.

Required Skills:

• Strong analytical skills for financial market analysis
• Proficiency in MS Office suite, especially Excel and PowerPoint
• Fluency in German and English

Preferred Skills:

• Experience with strategic client presentations and market transparency initiatives.
• Knowledge of hedge funds and private markets.

ASSUMPTION: It is assumed that proficiency in German is essential due to the job's Zurich location, while English is necessary for international client interactions.

💰 Compensation & Benefits

Salary Range: Not specified, but likely competitive for the Zurich financial sector.

Benefits:

• Potential for growth within a leading financial consultancy firm.
• Networking opportunities in international financial markets.
• Professional development in strategic asset management.

Working Hours: 40 hours per week, with some flexibility expected for event coordination.

ASSUMPTION: Benefits are presumed typical of consultancy firms, emphasizing professional growth and industry networking within financial services.

📌 Applicant Insights

🔍 Company Context

Industry: Business Consulting and Services

Company Size: Small (2-10 employees), providing a close-knit work environment.

Founded: 1996

Company Description:

• Specializes in executive search and headhunting for specialized roles.
• Focuses on banking, insurance, and industry sectors with an international reach.
• Offers tailor-made solutions integrating risk management and quantitative finance.

Company Specialties:

• International Executive Search and Headhunting
• Risk Management
• Quantitative Finance

Company Website: http://www.coni-partner.com

ASSUMPTION: The company's small size indicates a potentially flexible and dynamic work environment characterized by direct communication paths and personalized professional development opportunities.

📊 Role Analysis

Career Level: Mid-level, designed for individuals with specific expertise in asset management marketing.

Reporting Structure: Likely reports to senior sales or marketing executives.

Work Arrangement: Predominantly on-site to facilitate client interaction and event coordination.

Growth Opportunities:

• Expansion into strategic marketing roles within the asset management industry.
• Opportunities to specialize further in alternative investments.
• Increased responsibility in international market event management.

ASSUMPTION: The work arrangement predominantly on-site is inferred from the need for direct interaction in a client-focused role.

🌍 Location & Work Environment

Office Type: Small office conducive to collaboration and personalized client service.

Office Location(s): Klosbachstrasse 107, Zurich, Switzerland

Geographic Context:

• Central Zurich location, a major hub for banking and finance.
• Close proximity to key financial institutions and clients.
• Access to a well-networked public transportation system.

Work Schedule: Standard 40-hour work-week with flexibility for event planning and execution.

ASSUMPTION: The central Zurich location suggests access to a high-paced, influential financial professional network.

💼 Interview & Application Insights

Typical Process:

• Initial CV screening by the HR team.
• Telephone or virtual interview with recruiting manager.
• In-person interview with team and management.

Key Assessment Areas:

• Ability to produce high-quality marketing materials.
• Knowledge of institutional sales and alternative investments.
• Interpersonal communication and client interaction.

Application Tips:

• Highlight experience in asset management marketing and client interaction.
• Prepare to discuss recent trends in alternative investments.
• Emphasize bi-lingual capabilities (German and English).

ATS Keywords: Marketing Support, Institutional Sales, Alternative Investments, Market Research, Presentation Skills

ASSUMPTION: These insights are based on common recruiting practices in business consultancy and asset management sectors.

🛠️ Tools & Technologies

• Microsoft Office (Excel, PowerPoint, Word)
• Market Research Tools
• CRM Software

ASSUMPTION: Proficiency in Microsoft Office is essential due to report creation needs while CRM software familiarity is presumed for client management.

👔 Cultural Fit Considerations

Company Values:

• Client-centric service
• Commitment to excellence
• Integrity in business practices

Work Style:

• Efficient, multitasking without compromising quality.
• Collaborative team-based approach.
• Adaptable and proactive in dynamic market environments.

Self-Assessment Questions:

• Do you have experience in creating tailored marketing materials?
• How do you manage multiple tasks effectively under tight deadlines?
• Are you comfortable working in a fast-paced, client-facing role?

ASSUMPTION: The cultural fit focuses on productivity, collaborative teamwork, and client-facing skills due to the consulting nature of the firm.

⚠️ Potential Challenges

• High demand for accurate and timely report production.
• Balancing multiple client requests and project timelines.
• Constantly evolving market conditions requiring updates to materials.
• Expectations for high-quality deliverables in a small-team setting.

ASSUMPTION: These challenges are inferred from the dynamic and detail-oriented nature of marketing support roles in financial industries.

📈 Similar Roles Comparison

• More specialized focus on alternative investments than typical sales support.
• Greater emphasis on market research and data analysis versus baseline marketing roles.
• Higher interaction with international markets compared to local-focused positions.

ASSUMPTION: Similar roles in larger firms might have more segmented responsibilities, while this role is more holistic with both strategic and operational tasks.

📝 Sample Projects

• Developing marketing materials for a new hedge fund offering.
• Coordinating an international investor meeting for strategic market analysis.
• Producing monthly financial dynamics reports for senior management review.

ASSUMPTION: These projects represent typical tasks experienced analysts in the financial marketing sector may encounter.

❓ Key Questions to Ask During Interview

• What are the key milestones expected in the first six months?
• How does the company support professional development in marketing roles?
• What are the primary challenges facing the institutional sales department currently?
• Can you describe the types of clients you'll interact with and their expectations?
• What tools and resources are available to support complex market analysis?

ASSUMPTION: These questions are designed to elicit detailed information about the role's expectations and the company's support structure.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through contact@coni-partner.com
• Include a detailed CV emphasizing relevant experience.
• Prepare for an initial telephone interview with HR.
• Follow up with any additional documentation requested.
• Attend an in-person interview upon selection.

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

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