Marketing Reporting and Collateral Specialist - Client Reporting
Artisan Partners10 months ago
Milwaukee, WI, United States
Hybrid
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
Artisan Partners is seeking an experienced professional to join its Marketing & Communications team. The ideal candidate understands the unique culture of a talent‐based, institutionally‐focused firm and thrives in a demanding, fast‐paced environment. This role reports to the Marketing Reporting and Collateral manager and collaborates with Sales, Marketing, Legal, Compliance, IT, and Operations teams to develop accurate, compliant, and consistent reports and materials. Location: Milwaukee, WI.
Key Responsibilities
- Manage and own production and review for recurring reporting requirements and collateral; oversee report creation across various portals and systems when applicable.
- Complete and review Request for Proposals (RFPs), Requests for Information (RFIs), questionnaires, and other ad hoc reports ensuring consistency, accuracy, and timely delivery.
- Oversee and review new business data requests for accuracy and responsiveness.
- Develop a comprehensive understanding of the firm and its investment strategies.
- Identify opportunities to consolidate, enhance, or reengineer processes, methods, or tools to improve efficiency and support automation initiatives.
- Build strong relationships with business teams to understand their strategic planning and reporting/collateral needs.
- Collaborate with team members to implement new reporting requirements using existing technology and systems when applicable.
- Demonstrate a high level of dedication, attention to detail, and the ability to meet strict deadlines.
Required Qualifications
- Bachelor’s degree
- 5+ years of experience in the investment industry
- Excellent time-management, multi-tasking, and organizational skills
- Ability to produce quality work in a fast-paced, deadline-driven environment with exceptional attention to detail and accuracy
- Strong professional written and verbal communication skills including editing
- Self-motivated with a drive to add value beyond routine responsibilities
- Confidence in working with all levels of management and maintaining strong relationships across departments
- Data reporting and analytic skills
- Proficiency with Microsoft Office Suite
Preferred Qualifications
- Experience in investment alternatives
- Experience with Vermillion reporting technology
- Experience with SalesForce applications
Required Skills
Regulatory Compliance
Analytical Skills
Time Management
Relationship Building
Salesforce
Data Reporting
Process Automation
Microsoft Office Suite
Marketing Communications
Collateral Production