Marketing Associate

barrowhanleyglobal; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Barrow Hanley Global Investors in Dallas seeks a Marketing Associate to develop presentation materials, update quarter-end marketing outputs, and create content for investment products and strategy-level materials. The role requires independence and collaboration with the Marketing, Distribution, and Client Portfolio Manager teams.

You will manage data automation with Assette, coordinate printing, ensure SEC Marketing Rule compliance, and support sponsorships and events.

Qualifications

• Undergraduate degree in Marketing, Finance, Economics or Business, or equivalent relevant experience required.
• 3+ years of investment industry experience in marketing, client services, operations, sales, or portfolio management support.
• Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
• Experience with Assette, FactSet, PEP, Bloomberg, and Salesforce strongly preferred.
• Highest level of integrity and ability to work independently but also collaboratively in a team.

Responsibilities

• Prepare presentation materials and quarter-end updates, including investment product or strategy-level content.
• Collaborate with Distribution/Sales team, Client Portfolio Managers, Client Service Associates, RFP team, and Compliance team members on client materials.
• Manage the qualitative changes process as it relates to quarter-end and standard material updates.
• Assist in maintaining Assette data automation to ensure accurate information and reporting outputs.
• Manage in-house printing operations, ensuring timely and accurate production of documents.
• Partner with the Compliance department to ensure materials and presentations follow current regulations, including the SEC Marketing Rule.
• Support sponsorship and conference opportunities and assist with coordinating internal distribution-related events.
• Manage relationship with external vendors to produce content and promote via channels.
• Research and manage branded merchandise orders.
• Effectively prioritize and complete critical, time sensitive, and complex duties as assigned.

Skills

Marketing

Communication

Project management

Team collaboration

Education

Bachelor's degree in Marketing, Finance, Economics or Business or equivalent experience

Tools

Assette

FactSet

PEP

Bloomberg

Salesforce

Job description

About Barrow Hanley Global Investors

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.

Job Description

The Marketing Associate will be responsible for developing presentation materials, completing quarter‑end marketing material updates, developing new investment product or strategy‑level content, client‑specific materials, thought leadership, and other marketing and distribution team‑related initiatives. This role requires an ability to work independently and collaboratively with members of the Marketing team, Distribution team, Client Portfolio Managers, and other stakeholders within Barrow Hanley and Perpetual, our parent company.

Key Responsibilities

• Prepare presentation materials and quarter‑end updates, including investment product or strategy‑level content, client‑specific materials, thought leadership, and product‑related marketing materials. Leverage third‑party data automation systems to support consistent, accurate output.
• Collaborate with Distribution/Sales team, Client Portfolio Managers, Client Service Associates, RFP team, and Compliance team members on current and prospective client materials, including finals presentations.
• Manage the qualitative changes process as it relates to quarter‑end and standard material updates.
• Assist in maintaining Assette data automation to ensure accurate information and reporting outputs.
• Manage in‑house printing operations, ensuring timely and accurate production of documents.
• Partner with the Compliance department to ensure materials and presentations follow current and changing regulations, including the SEC Marketing Rule.
• Support sponsorship and conference opportunities and assist with coordinating internal distribution‑related events, meetings, and marketing needs.
• Manage relationship with external vendors to produce content on a consistent basis and promote accordingly via social media, email marketing, website updates, etc.
• Research and manage branded merchandise orders.
• Effectively prioritize and complete critical, time sensitive, and complex duties as assigned.

Qualifications

• Undergraduate degree in Marketing, Finance, Economics or Business, or equivalent relevant experience required.
• 3+ years of investment industry experience in marketing, client services, operations, sales, or portfolio management support.
• Broad knowledge of principles, practices, and procedures of the investment management industry as well as knowledge of financial terminology and concepts a plus.
• Highest level of integrity, regard for confidentiality, strong work ethic, ability to work independently but also effectively and collaboratively in a team.
• Strong organizational, written, and verbal communication skills.
• High attention to detail.
• Ability to manage multiple projects with competing deadlines, work effectively under pressure, and maintain accuracy, organization, and follow‑through in a fast‑paced environment.
• Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
• Experience with Assette, FactSet, PEP, Bloomberg, and Salesforce strongly preferred.

*This job is not eligible for visa sponsorship*

Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job‑related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.

Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at [e-mail].