Working at FPA

We believe that the success of our firm is thanks to its people and their commitment to excellence. We lead with integrity, foster an ownership mindset, embrace teamwork and seek to always make choices that maintain our most important legacy – our reputation. As of June 30, 2022, FPA manages approximately $26 billion across multiple strategies. Independently owned, FPA has 73 employees, with 23 investment professionals. If you are interested in applying for any of the jobs listed below, please click on the link and submit your application. Resume and cover letter are required.

Qualified applicants will receive consideration for employment without regard to the fact or perception of their race, color, national origin, ancestry, alienage or citizenship, religious creed or belief, physical or mental disability, medical condition, pregnancy, genetic information, marital/domestic partner status, sex, gender, gender identity, gender expression, age, sexual orientation, military and veteran status, or any other basis protected under federal, state or local law.

California Applicant Privacy Notice

Marketing Operations Associate

Los Angeles, California (Remote Work Possible)

Department Overview:

The Client Service department provides support to prospects and clients, portfolio managers, sales staff, and relationship managers by performing operational and administrative functions for our strategies, funds, and/or managed accounts.  The type of support generally includes sourcing, creating, and delivering data and marketing materials, supporting the launch of new product collateral, managing the operational diligence process for prospects and clients, supporting the Customer Relationship Management (CRM) system, public website, and other marketing and client related software, and supporting the internal coordination and completion of ad hoc/day-to-day projects and requests.  Please note: The current preferred work location is Los Angeles, CA as a hybrid office/work from home based position. However, full remote work, in another geographic location may be considered on a case-by-case basis.

 

Responsibilities of This Role:

  • Assist with managing and overseeing the workflow process to track and report the delivery of marketing materials and client communication efforts firm-wide
  • Support the production of marketing materials, specifically:
    • Regular production of marketing collateral, presentations, and communications across products including Public Funds (Mutual Funds, ETF’s, Closed End List Funds), Separately Managed Accounts (SMA’s) and Private Funds
    • Design/creation of templates to improve branding/messaging of marketing materials
    • Establishment/support of effective quality control processes for data and materials production
  • Website Management
    • Support updates to the public website with information, data, and ad hoc requests
    • Research peer/external websites to survey market best practices for feature/functionality, content production, branding, etc.
    • Coordinate updates of the Content Management System, Sitefinity
  • Work closely with Change Management to identify opportunities to improve business processes and facilitate the implementation of positive change throughout the department. Responsibilities include:
    • Build and maintain project plans and supporting project materials
    • Help facilitate regular project routines from project inception through completion
    • Coordinate and work closely across internal groups, departments, and stakeholders to support internal projects that cross multiple departments and/or functions
    • Work with third party providers to implement strategic and operational initiatives
  • Support the management of internal Client Service databases or applications. This may include maintenance of the email marketing database, marketing materials tracker, and/or CRM system.

Qualifications:

  • Experience/desire working in a fast-paced industry and collaborating with cross-functional teams
  • Strong critical thinking and problem-solving skills  
  • Familiarity with investment products and terminology/concepts
  • Proactive follow up skills
  • Acute attention to accuracy and detail
  • Ability to meet tight deadlines at times, works well under pressure
  • Excellent oral communication skills, planning, and organizational skills
  • An understanding and affinity for branding and identity - High-drive to elevate the brand and improve/innovate ways we present the firm and strategies
  • A strong understanding, passion, and pursuit of technical trends
  • Highly motivated with demonstrated initiative, independence, and adaptability
  • Focused on continuous improvement and operational discipline
  • Willingness to speak up and share constructive input and opinions

Requirements:

  • 3-5 plus years work-related experience preferred, financial services experiences a plus
  • Bachelor's degree in related field preferred
  • Proficiency in Excel, Word, and PowerPoint
  • Experience with project management and/or process redesign a plus
  • Knowledge of Adobe Creative Suite, Visio and other graphic software a plus
  • Experience with marketing and CRM software a plus
  • Experience with website maintenance and design a plus

FPA is an Equal Opportunity Employer.

Submit your resume to careers@fpa.com