Marketing Operations Investor Relations & Sales Support

About this role

Job Title: Marketing Operations (Investor Relations & Sales Support)

About Our Client:
Top Chinese asset management firm

Location:
Shenzhen / Shanghai / Beijing

Responsibilities:
- Support the sales team in business development and investor relations maintenance, including:
- Coordinating with internal departments to prepare and draft due diligence materials
- Periodically producing product reports
- Externally disclosing data and materials
- Translating written documents as required
- Manage the full subscription and redemption transaction process for investors, including:
- Handling the receipt, dispatch, organization, filing, and safekeeping of subscription documents and other business-related records
- Create and update product marketing materials, and maintain and update multiple databases
- Oversee the end-to-end coordination and execution of client visits and business receptions, including:
- Developing reception plans
- Scheduling arrangements
- Managing meeting logistics
- Coordinate and support client meetings, and maintain and organize meeting minutes
- Perform other market-related coordination and support tasks as assigned

Pre-requisites:
- Bachelor’s degree or above in any discipline; Finance, Economics, or related majors preferred
- 2–3 years of work experience, with at least 2 years in audit at an accounting firm, fund operations at an asset management institution, banking, securities, brokerage, or fund administration services preferred
- Excellent spoken and written English skills; overseas study or work experience is a plus
- Strong interest in financial markets, with solid foundational knowledge of securities, funds, and financial accounting; CFA or CPA certification preferred
- Strong service orientation and outstanding communication and presentation skills
- Meticulous, responsible, resilient under pressure, and possessing strong logical thinking abilities
- Proficient in Microsoft Office (Word, Excel, PowerPoint); programming skills or relevant experience is a bonus