Job Description Summary
The Lead Marketing Analyst is responsible for the collection, distribution, and publication of financial performance data. Works closely with Compliance, Legal, Distribution, and data vendors to ensure timely and accurate data use. Stays abreast of changes in the financial market and industry to ensure compliance/best practices are followed.
Ensure performance data is published to designated marketing material, websites, etc.
Identify/monitor data sources.
Work with data vendors (e.g. State Street, Morning Star) to ensure service level agreements are maintained.
Identify process deficiencies and recommend/implement improvements.
Provide coaching and guidance to the team.
May have management responsibilities.
Bachelor’s degree in business, finance, marketing, or related field, or equivalent experience
Typically eight years of relevant experience
Experience managing projects
Strong analytical and problem-solving skills
Excellent communication skills
Advanced skills using MS Excel
In-depth understanding of investment products
Strong knowledge of performance data providers
Experience managing staff
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above and beyond approach to our customer