The Team: The Marketing and Communications team creates integrated communications and campaigns that aim to make the Morningstar brand tribal. Consisting of marketing managers, events managers, designers, writers, corporate communications professionals, digital strategists, behavioral scientists, and more, this collaborative team serves our marketing needs across our business. We are data-driven experimenters who work to deliver the right messages to the right people at the right time. We also drive demand by developing go-to-market strategies for Morningstar products. The team works globally to maintain a consistent brand experience everywhere Morningstar serves investors.
The Role: We are looking for an individual with experience in investment marketing gained within an asset management firm to join the Marketing team. In this role you will work across the business and the creative, events, and operations Marketing Services teams to create and deliver sales and marketing collateral. You will also be responsible for supporting our sales communication efforts and ensuring that the Morningstar brand is clearly and consistently communicated. This position reports to the Managing Director, South Africa within our investment business. The role is based in our Cape Town office.
Responsibilities
Marketing and Sales Support
- Creation on ongoing maintenance/provision of marketing and communications collateral / materials to support the Investment Management business and products with a specific focus on Managed Portfolios.
- Create and maintain a collateral hub of content specific to the SA investment product range, services and business.
- Co-ordinating support from internal stakeholders (in EMEA, US, AU)
- Collaborate with the broader marketing team (communication, design) to ensure a consistently high-profile and high-quality association for the Morningstar brand for conference materials, adverts, brochures, signage etc. and pre and post event media coverage.
- Co-ordinate preparation of review and reporting materials (regular and ad-hoc)
- Co-ordinating Best Practice and Process
- Represent the Investment Management Business in Squad meetings
- Strong experience in marketing towards clients (advisory and intermediated businesses)
- Ideally you will have experience of working closely with sales and a base knowledge of investments
- Experience in working cross-functionally within an organisation
- Strong project management skills
- Good attention to detail
- Superior interpersonal, communication, writing, proof-reading and editing skills
- Good influencing and communication skills to forge effective relationships with key stakeholders
- Good experience in/knowledge of the financial services industry
- Proven knowledge of Eloqua, Cvent, Salesforce.com
- Digital marketing experience a plus
- Educated to degree level (or equivalent) with qualifications that demonstrates a keen interest in marketing.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
