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Our client, a global investment firm, is looking to add a Marketing Reporting Associate to their team. This is a yearlong contract role and would require you to go onsite to their office in Boston 3x a week.
Must have financial or investment management experience to be considered
Our client is looking for someone to create client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintain detailed firm and investment strategy marketing content and data, all of which help communicate well with their clients and prospects. This role enables the Investment Product Strategies team to successfully execute their mission to bring investment insights across all strategies to their clients and potential clients in all channels around the world in both print and digital communications. The Marketing Reporting Associate role provides substantial exposure to how they communicate and manage relationships with clients, prospects, and consultants.
Responsibilities Include:
- Producing client, consultant, and prospect due diligence questionnaires and RFPs across entire product line-up
- Partnering with Consultant Relations in servicing assigned industry consulting firms, including managing content in relevant consultant and third-party databases
- Providing marketing data and information to Global Relationship Managers in response to ad hoc questions from clients, prospects, and consultants
- Developing a strong understanding of our organization, investment strategies, philosophy, and processes
- Ensuring firm and investment strategy marketing content for use in questionnaires and RFPs is current, accurate, effective, and compliant by working with colleagues across the company to create and review language
- Maintaining marketing data and analytics reporting
Required Skills:
- At least 3 years of related work experience working on RFPs within the investment management industry
- Bachelor’s degree required; CFA, CAIA, or finance-focused master’s degree/MBA
(or progression toward it) preferred - Proficient in MS Excel and other Microsoft applications
- Excellent written and verbal communication capabilities, including editorial and
fact-checking skills - Strong organizational and analytical skills
- Demonstrated understanding of client and prospect servicing
- Willingness and ability to learn the functionality of a wide variety of proprietary systems and external web-based databases
- Collaborative spirit given need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations Teams
- Experience with Loopio, or other RFP language database management tools, is a plus
Character:
- Proactive with exceptional attention to detail
- High energy, positive attitude, professional, and mature
- Comfortable working both independently and as part of a team
- Ability to prioritize multiple tasks, set goals, and meet deadlines
- Self-directed and motivated
- Willingness to jump in and get things done
- A high degree of intellectual curiosity
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