Collateral Manager jobs in Milwaukee, WI

Artisan Partners is looking for an experienced individual to fill a key role on its Marketing & Communications team. The ideal candidate understands the unique culture of a talent-based institutionally-focused firm and succeeds in a demanding, fast paced environment.

This position will report to a Marketing Reporting and Collateral manager and work closely with the firm’s Sales, Marketing, Legal and Compliance, and Operations teams to develop and create reports, ensuring consistency in messaging, accuracy in information, efficiency and legal and regulatory compliance.

Location: Milwaukee, WI

Responsibilities

The candidate can expect to:

• Manage production for recurring reporting requirements and collateral; oversee the creation of reports in various portals and systems, when applicable
• Complete and review Request for Proposals (RFPs), Requests for Information (RFIs), Questionnaires, and other ad hoc reporting ensuring consistency, accuracy, effectiveness and timely completion
• Oversee and review new business data requests for accuracy and responsiveness
• Develop a thorough understanding of the firm and the firm’s investment strategies
• Identify opportunities to consolidate, enhance or reengineer processes, methods, or tools to improve efficiency and further team efforts in automation
• Build relationships with aligned business teams to better understand their strategic planning including reporting and collateral needs
• Work closely with team members to develop and implement new reporting requirements using existing technology and systems, when applicable

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

• Bachelor’s degree
• 3 years experience in investment industry
• Excellent time-management, multi-tasking and organizational skills
• Ability to produce quality work in a fast-paced, deadline driven environment with high level of attention to detail/accuracy
• Strong professional and persuasive written/verbal communication experience and editing skills
• Self-motivated and driven with a willingness and ability to identify ways to add value beyond routine job responsibilities
• Confidence in working with all levels of management with the proven ability to develop and maintain strong relationships with members of the Sales, Marketing, Legal and Compliance, and Operations Teams.
• Data reporting and analytic skills
• Experience in investment alternatives preferred
• Proficiency with Microsoft Office Suite
• Experience with Vermillion reporting technology preferred
• Experience with SalesForce applications a plus

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.